Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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

Post by Wino115on Dec 04, 2024 11:45am
141 Views
Post# 36345306

JPM on drugs

JPM on drugsOverall, we see the data on donidalorsen presented at EAACI from the OASIS-HAE and OASISplus studies supporting a competitive profile in HAE with the reductions in HAE attacks with the Q4W regimen in the ballpark of what Takhzyro delivers Q2W and comparing favorably to Takhzyo 150mg/300mg Q4W (more below). We find the OLE and switch data from the OASISplus study the most compelling and, in our view, supportive of uptake if doni is approved. While the Q8W regimen for doni was not as compelling as the Q4W regimen in the double-blind trial, efficacy of this regimen, over time, performed closer with Q4W.Overall, while the HAE space is crowded, and Takhzyro and garadacimab also deliver strong efficacy in the injectable space, we see data supporting a competitive profile for doni. We expect potential approval in 2025 and our model reflects 2035 WW un-adjusted revs of ~$400mm. Looking ahead, we expect IONS stock to remain sensitive to sentiment around ALNY’s upcoming HELIOS-B results, and we note the shares are trading at a discount to our DCF-based valuation. We continue to see IONS entering a new period with the recent approvals and launches of Qalsody and Wainua and several programs in/nearing later stages of development and/or commercialization (e.g., olezarsen in FCS/sHTG and donidalorsen in HAE).
<< Previous
Bullboard Posts
Next >>