Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs in HIV, nonalcoholic steatohepatitis (NASH) and oncology. Its medicines include Trogarzo and EGRIFTA SV (tesamorelin for injection). Trogarzo (ibalizumab-uiyk) injection is a long-acting monoclonal antibody which binds to domain 2 of the CD4 T cell receptors. EGRIFTA SV (tesamorelin for injection) is approved in the United States for the reduction of excess abdominal fat in people with HIV who have lipodystrophy. Its portfolio includes Phase I clinical trial of sudocetaxel zendusortide (TH1902), a novel peptide-drug conjugate (PDC), in patients with advanced ovarian cancer.

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Theratechnologies Inc > New Press Release - Theratechnologies Initiates Increased Dose Level in Phase 1 Clinical Trial of Sudocetaxel Zendusortide in Advanced Ovarian Cancer

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Comment by palinc2000on Mar 22, 2024 4:10pm

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Post# 35948023

RE:RE:RE:RE:RE:RE:New Press Release - Theratechnologies Initiates Increased Dose Level in Phase 1 Clinical Trial of Sudocetaxel Zendusortide in Advanced Ovarian Cancer

Qwerty

What would be the low bar for the new 6 patients to create enough interest for a partner...
IE is one patient with some response enough?

Qwerty54321 wrote:
Here's all my guesses!

My memory, I might be wrong, is they didn't rush out the three meh responses from part 1. It wouldn't be surprising if they got something that's the equivalent to that in the lower dose of part 3. You might think if they had some sort of clear, strong response they'd be keen to signal that so maybe rule out that. Assuming a great deal of caution here from the regulators then low dose was to ensure no horrible safety signal and high dose was where they hope to see responses so still waiting.

On the safety side what stood out for me was their clear description of DLT. Why do that and not actually say what they saw in the patients? My most cautious guess would be they are hovering (just) below that. So not clean on safety but acceptable.

Overall I still can't get excited about this though.

palinc2000 wrote:
You dont talk about partnetship if you think success is 5 patients away
What they are saying is that we think there is still a long way to go to prove that we have a winner and as you know we dont have the funds nor the team to carry that to fruition ....This is very similar to Katana s approach 6 years ago and even before ...
It is time that this long winded project be transferred to experts ....if of course THTX can find interested parties
R&D expenses in the oncology platform has put pressure on the SP and hard to see the market cap of the company reaching a level that it would have been without these expenses funded by borrowed money...
The other consequence is that if there is ever a chance of Th1902 proving to cure cancer patients then the cure could have saved patients years and years before it ever will because this platform has no business being devrloped by a Company with no cash nor know how in oncology

jfm1330 wrote: You don't talk about looking for partnership if you are sure it will fail. No partner will make a deal if there is nothing there. That's a positive way to look at that statement.

PWIB123 wrote: I read the bad news into Marsolais statement of, oh, hey, by the way, we're still looking for that lifeline in the form of a partner to keep this thing going. All leadership who has put him in a position of having to make a statement like that needs to go. The only way they get that lifeline is if the results are dramatically different, and even still they've lost quite a bit of negotiating leverage.