Theratechnologies Inc T.TH

New Corporate Presentation is up

[SPCEO1]

https://www.theratech.com/wp-content/uploads/2021/03/Corporate-Presentation_Theratehnologies_March-2021.pdf

[scarlet1967]

For R&D looking through it quickly they added the fast track for PDC and study may proceed for both protocols. The commercializing strategies seems to have few new additions, note they are saying the Trogarzo market opportunity could be as much as US! “New Go-to-Market Strategy Underpinned by Sales Force Reorganization and Targeted Patient / Prescriber Education. Leverage existing

[Spartrap]

Was it known that the Trogarzo's IM study is to be conducted by Thera? Wonder how much this is going to cost, on top of the two other european trog studies.. (ouch)

[scarlet1967]

As per mentioned by SPCEO the monthly administration trial's cost will be carried by both companies, not sure about biweekly l am not even sure they do biweekly and just go with monthly. But it seems the cost to TH is on a pro forma basis directly related to percentage of sales which is good.

[SPCEO1]

Where did you see that TH is footing the bill for the IM Trogarzo trial?

[Spartrap]

Well I assumed "conducted" (footnotes on page 6 and 7) meant TH is footing the bill. Maybe not, or maybe costs are shared..but then wouldn't the corporate document make that unambiguous?

[qwerty22]

Is this an efficacy study or are they just showing bio-equivalence type studies, showing IM has same pharmaco profile as IV?

[palinc2000]

I have learned from SPCEO to read between the lines,So in reading between the lines I think they want the reader to conclude that  the 75-100 Hiv  patients cohort in the Nash trial has a good chance of success and that alone would  represent a major market opportunity,,,, I really enjoy reading their confidence level in getting substantial growth in sales of existing product

[palinc2000]

How about a label expansion for Nash Hiv patients 18 mos into the trial after an interim review by DSMB   ,,,,,

[SPCEO1]

They are going for full approval after 18 months of data - right? I will take the HIV NASH label as soon as they are willing to give it. The sooner the better from the patient's perspective. 

[palinc2000]

 You mean 18 mos after full enrolment? I mean 18 mos  or so after start ot the trial when DSMB looks at interim redults for safety and efficacy

[SPCEO1]

[SPCEO1]

That works for me - let's hope the FDA sees it the same way.

[Spartrap]

Most certainly the latter. Those studies need around 20 to 30 patients to reach power I think.

[SPCEO1]

That language outs the responibility for the trial on TH so it seems safe to assume they will be paying for it until we are told otherwise. It will be initeresting how this will be dealt with in terms of the marketing agreement, which I do not remember contemplatting such a development. If TH pays for the study, do they get a higher share of the revenues? Why did Taimed not want to do it? Or did

[jfm1330]

At the end they wrote that they are looking for in-licensing, not the opposite. Nothing about partnerships or out-licensing, just a very general "other opportunities complementary to our business".

[Wino115]

I noticed that too -- back to the old language.  I think it shows that Levesque, as a mid-fifty year old, views it that he has the time and the team to make this a much larger company on their own if they execute properly.  He has numerous colleageues I'm sure he knows that have left Pfizer over the years to smaller biotechs and some have hit massive home runs (or shall I say, won