RE:RE:RE: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 CancerQWERTY, I agree with what you are saying and I certainly hope for some PR. This can't go forward without help.
TH1902 basically works on cell with the sortilin receptor. I guess is that in mice most cells had that, in humans it is much more heterogeneous. My guess (based on talking with oncologists dealing with ovarian cancer and doing a lot of reading), that killing the stem cell like cells associated with sortilin will give you stability but not necessarily a PR.
To prove this will take a long time frame costing a lot of money that Thera doesn't have. I don't believe Dubuc has the talent to accomplish such a deal. Just like he couldn't produce a deal for NASH. Yes, I agree with you the NASH data wasn't that good, but means your deal wouldn't be as favorable. It's give and take, compromise. I do have a sliver of hope with this new board member.
Qwerty54321 wrote: From this point forward how do you play a drug that only has long term stability given the state of affairs at THTX? Long, drawn out responses sound slow and expensive to get the data you need to keep going. I'm not discounting what you say but they must be hoping for PR/CR. You have to remember the MOA of this drug, it's basically just a smart delivery system for a chemo. If the smart bit works it should then give responses like it's parent chemo. That should be be rapid and measurable responses having bypassed the resistance. It doesn't seem like a drug designed to give the responses you describe. But that's all hypotheticals.
Palinc I don't know what constitutes enough for a partner, one or two (2 is 33%). Presumably Ph1 will need to go to a part 4 to get more numbers. A buy in from a partner for a handful of patients, one step at a time. Maybe. IDK, I can't get enthused enough to guess at this point.
juniper88 wrote: The biggest help for ovarian cancer patients in the last couple of years have been PARP inhibitors for BRCA positive women. After my wife's last PR in the summer of 2021 the doctors at Princess Margaret put her on it even though she wasn't BRCA positive. $8k/month. We were told that some women had stable disease for up to 3 years. It doesn't produce a PR or CR. If TH1902 can produce a long stable disease like that it would be commercially viable. Btw, Olaparib was approved based on a phase 2 trial. Unfortunately, at this time even a long phase 2 trial that would be required would be too costly for Thera.
She was on niraparib for 2 months, which didn't help. In 2018 she was on an angiogenis inhibitor, bevacizumab, which kept her stable for 14 months. Another drug that does not produce a PR or CR.
Think out of the box in how TH1902 could potentially be used. Hopefully they can convince a partner.
palinc2000 wrote: 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.