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Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

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.


TSX:TH - Post by User

Comment by Qwerty54321on May 27, 2024 5:27pm
132 Views
Post# 36059427

RE:ASCO Info

RE:ASCO Info

One thing the AI didn't pick up is the analysis is for a SUBSET of all treated patient. I'm not going to go back and check the PR but it's something like 3 "women's" cancers, it's there is the PR anyway. That in itself should ring alarm bells (I don't know if AIs have ears!). Those sorts of "cherry-picking" analysis where you see a pattern in a subset can fall apart quite easily when retested. BTW I'm not criticizing them for doing this type of analysis, it happens a lot, but it comes with hefty caveats.

I'd warn those who think this is all about the companies credibility to just remember the data is still far from conclusive about pretty much everything, unfortunately. I'll risk some boos here but I think what they've done since the disappointing part 1&2 is pretty shrewd. It's very far from what we hoped for but it seems to me like they might have given this the right mix of caution while still keeping the program alive. I always think these sorts of results where you can't say you have something clearly positive to move forward with but you can't quite kill it off, are probably the hardest types of results to make the call on. It seems to me picking your way through this gingerly is about the right thing to do.


Mannequin wrote:

I let the most advanced AI that I have access to review several ASCO abstracts from other companies. It concluded that these other companies were not really getting the results necessary in the current phases of their trials to gain acceptance unless the data changed with different results. 


SORT1
Then I let is analyze the abstract for Thera's ASCO abstract.  This is what is gave me. 

-------------
Here’s an analysis of the data from the phase 1 trial of TH1902, a SORT1-targeting peptide-drug conjugate (PDC) for the treatment of advanced solid tumors:
 
### Efficacy Results
 
**Patient Cohorts:**
- **Part 1 (Dose Escalation):** Included patients with recurrent/refractory advanced solid tumors, regardless of the number of previous therapies.
- **Part 2 (Dose Expansion):** Focused on patients with high SORT1 expression, including ovarian cancer (OvC), endometrial cancer, triple-negative breast cancer (TNBC), and melanoma.
 
**Key Findings:**
- **Tumor Stabilization:** 
  - Three patients exhibited RECIST 1.1 confirmed long-term stabilization of disease, ranging from 8 to 19 months post-treatment initiation.
  - One patient with ovarian cancer achieved a partial response (PR) with a complete response (CR) in target lesions and remained on treatment for 5 months.
  - One patient with endometrial cancer remained stable for 8 months during the treatment period.
 
### Safety and Tolerability
 
**Adverse Events (AEs):**
- **Grade 3 (Gr 3) Events:**
  - Neuropathy: 12%
  - Keratitis: 8%
  - Anemia: 8%
  - Neutropenia: 4%
- **Overall Incidence of Gr 3 Events:** 32%
- **All-grade Neuropathy:** 28%
- Most TRAEs were mild to moderate and manageable with standard supportive care or dose reductions.
 
**Dose Adjustment:**
- Due to safety observations at 420 mg/m² (including Gr 3 neuropathy, Gr 4 neutropenia, Gr 3 ocular toxicities, and Gr 2 skin toxicities), the dose was reduced to 300 mg/m².
 
### Pharmacokinetics (PK)
 
**PK Measures:**
- **Exposure to Free Docetaxel:**
  - **Cmax (Maximum Concentration):** 0.58 μM for free docetaxel vs. 30.4 μM for TH1902
  - **AUC24 (Area Under the Curve over 24 hours):** 3.1 h.nmol/mL for free docetaxel vs. 74.8 h.nmol/mL for TH1902
 
### Interpretation and Considerations
 
1. **Efficacy:**
   - The stabilization of disease in a heavily pretreated population, along with a partial response and complete response in target lesions in specific cases, indicates that TH1902 has potential efficacy in targeting SORT1-expressing tumors. The durability of responses beyond treatment completion is particularly notable.
 
2. **Safety:**
   - The safety profile at the 300 mg/m² dose shows manageable adverse events with few Grade 3 toxicities. This is encouraging, especially given the lower incidence of typical taxane-related adverse events, likely due to the unique pharmacokinetics of TH1902 compared to free docetaxel.
 
3. **Pharmacokinetics:**
   - The PK data suggests a significantly higher exposure to TH1902 compared to free docetaxel, which could contribute to its efficacy while potentially reducing the typical side effects associated with docetaxel.
 
4. **Regulatory Perspective:**
   - For FDA approval, a phase 2 or phase 3 trial with a larger patient population would be necessary to confirm these findings. The durable disease stabilization and manageable safety profile observed in this phase 1 trial are promising, but further validation is required to fully understand the efficacy and safety of TH1902.
 
### Conclusion
TH1902 shows promising early results with potential efficacy in targeting SORT1-expressing tumors and a manageable safety profile. However, further studies, including dose optimization and larger trials, are necessary to validate these findings and potentially support FDA approval. The unique mechanism of action and the pharmacokinetic profile could offer advantages over existing therapies, making TH1902 a candidate for further development in cancer treatment.

 


 

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