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Bullboard - Stock Discussion Forum 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... see more

TSX:TH - Post Discussion

Theratechnologies Inc > EPIX from US$1.6 to US$32 on P1 cancer data,18 months
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Post by Spartrap on Feb 11, 2021 11:21am

EPIX from US$1.6 to US$32 on P1 cancer data,18 months

Here we go,that small canadian company ESSA Pharma I was talking about the other day just published first human data today. Briefly touched US$32 on the news (US$1B MC).

"One out of three patients who completed 12 weeks of therapy experienced a prostate-specific antigen decline (PSA) of more than 50% after three cycles of EPI-7386 therapy (12 weeks) with ongoing continued PSA declines continuing through six cycles of therapy, despite previously having failed enzalutamide and abiraterone acetate"

One patient response. 20 bagger. In 18 months. After huge dilution.

I was buying it as low as US$1.6 in august 2019 after a reverse merger followed by a raise. The RM diluted by roughly 100% in May 2019 and was quickly followed in August by a raise that was again another massive 130% dilutive.

SP went up regularly during all that time, with IND in March 2020 followed by P1 dosing in July 2020.

Then went into the US$20's on news than Jenssen wanted to collaborate for a combination trial back in January 13th. There you see it : Jenssen *new* about the response months before the data came out. That's the beauty of early open label trials. Leaks to BP.

Comment by qwerty22 on Feb 11, 2021 11:47am
So one out of three patients. Is that the first 3 patients in the dose escalation phase or first 3 at therapeutic levels or first three after MTD reached?Just curious.  
Comment by Spartrap on Feb 11, 2021 3:46pm
Those were patients from the initial cohort at 200mg! The dose escalation plan is to have 5 cohorts at 200, 400, 600, 800 and 1000mg. Kind of an ideal scenario really... A sign of efficacy just 6 months into dosing!
Comment by qwerty22 on Feb 11, 2021 4:25pm
I don't know if you read the post by Wino on how Barclay's(???) analysts value early oncology. One point was at Ph1 to have something 'standout'. I guess by hitting at the lowest dose you're not just speaking to PoC and efficacy but hints at therapeutic window, safety risks, management of side-effects (if any) etc. Definitely wrt the range of expectations right at the top.
Comment by Wino115 on Feb 11, 2021 7:12pm
I believe their phrase was "Phase 1 results in disruptive medicines".  By the way, looks like EPIX went up 6 times as they ramped up the Phase 1.  Not bad!  I'll take $18 on THTX for Phase 1 data anyday.....
Comment by realitycheck4u on Feb 12, 2021 5:14am
This post has been removed in accordance with Community Policy
Comment by Wino115 on Feb 12, 2021 7:43am
don't get me wrong, I'm with you. It would be worth a whole lot more. You max your value based on all the facts. That's just an interim step on the way to developing the full pipeline value. 
Comment by Wino115 on Feb 11, 2021 12:15pm
Great example, and nice pick for ya! Hearing Levesque yesterday it appears that he is using the share price as at least one indicator of corporate success (as it shoudl be) and he's not too pleased that it's lower than when he joined. It sure seemed to me they would update the market on any interesting findings as they go through the Phase 1 and like I mentioned before, quite often the ...more