Theratechnologies Inc T.TH

So far so good

[scarlet1967]

https://www.abc27.com/news/local/gettysburg-doctor-patient-first-in-the-world-to-try-new-cancer-treatment/amp/

[archeo753]

Very cool.  Good find.  Thanks for posting.

[Spartrap]

Whoo that is so great and moving! Such a big step forward after so many years of arduous theoretical and practical research. "No side effects to this point that would be significant that would really interfere with my daily life and things that I do which Im really grateful for that part of it, because like I said, the last chemo really made me sick, Snyder said." I'm thrilled!

[qwerty22]

Amazing, Shah seems to be super motivated about this trial, lets hope that translates into recruitment.  When do you ever get to see a patient talk about their treatment on a trial? I wonder if THTX ok'd this? Spectacular to see and hear the first couple of weeks are OK.  

[scarlet1967]

Listening to this gentleman and hearing hope makes me proud of being invested in this company and I really mean it. Let's hope this will help many many others too.

[scarlet1967]

Spartrap found this too. https://www.facebook.com/387117545639/posts/from-the-front-page-of-the-gettysburg-times-today-michael-snyder-of-gettysburg-i/10164933253845640/

[Lee430]

I lost my mother to Pancreatic cancer so as you can imagine this is very personal to me.

[scarlet1967]

Sorry to hear that.

[Wino115]

This is the first time we've heard Prostate Cancer... I'm not sure what level of Sortilin is expressed for that.  Or is that what they've put under the more generic "gynecological" cancers?  Hope it works, but not the primary kind of tumor we're looking for. 

[scarlet1967]

It looks like sortilin is over expressed in aggressive prostate cancer. https://www.sciencedirect.com/science/article/pii/S1476558617304487

[scarlet1967]

There was also a significant stratification of patients with Sortilin (SORT1) expression, with those patients who expressed greater amounts of SORT1 at an increased risk of relapse (P = 0.004).    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4741974/

[qwerty22]

Part 1 is all-comers and part 2 breaks down into the 5 specific indications

[Lee430]

Question, since they are presenting at the AACR on Satuday and assuming there will be at least something new of material importance should we expect a PR from them on Friday?  If so I am hoping IR really steps up the game for this oppertunity.

[SPCEO1]

I would think the PR  would come out on Saturday, or perhaps Monday, but it seems likely one will be produced. Better yet would also be the conference call some here have suggested since that would help draw investor interest to the situation much more so than a press release. Actually, the company needs to adjust to the times and commit to doing much more frequent investor calls as they

[Wino115]

Agree-- I hope Leah reads this, but I just saw two more companies reference that they will be doing calls next week to review their AACR presentations for the financial community.  They need to get the word out and no better way to do it. Like I said, other than a few on this board most investors don't catch all the key issues presented in clinical ePoster presentations. It needs to be

[Wino115]

Incyte is one of the new ones posted. Interesting pipeline of approaches but mostly antibody and hematology.  Shooting for solid tumors in new stuff.  Has 3 commercial products out.  $17bil market cap.

[jfm1330]

Again, a webcast for such a minor news (AACR posters) does not make any sense, even more, three day before  a conference call on quaterly results. A quick research on my own and I found a 2018 paper stating that sortilin is overexpressed in prostate cancer. Why the company is nor listing prostate cancer among those overexpessing sortilin? I don't know. https://www.sciencedirect.com

[SPCEO1]

Again, you have someow forgotten we are not as smart as you. So, it makes sense for us! And for the many other potential investors who we would like to buy TH's stock so that we can one day benefit from all the company has accomplished and yet has somehow been ignored int he midst of one of the biggest bull markets of all time even while joke companies like CYDY and many, many others have

[scarlet1967]

I believe there is a urgent need for IR to do some of or most of the things people have been suggested here, for instance as you mentioned if there is material new information to be presented at AACR they should issue a PR. The best thing which could happen to this company is when investors get updated on a regular basis from the company itself rather than for instance a cancer Center conducting

[qwerty22]

There are embargoes in place around conferences. They already PR'd what they are allowed to talk about last month. I guess they might send out a reminder of that Friday but I think they are not able to talk in further detail until the full posters are launched on Saturday. They have their Q CC on the 14th. As Wino said early it would be nice for them to at least have a 'special'

[jfm1330]

Cannot believe they would select a patient without knowing his cancer has overexpression of sortilin. That being said, what Dr. Shah is saying, that it can be used on any solid tumor is scary, because it's not the case. The key of the whole thing is sortilin overexpression. Without that, it will not work as planned.

[Wino115]

I noticed that too.  He listed most of the ones that THTX has also spoken about, but as we know some of those only have one third or so of patients where it overexpresses.  Also, he made it seem like it was a first line approach.  Maybe we'll get there, but we also know that the more severe the cancer metastices, the more sortilin is expressed so it may not be the case.  It

[jfm1330]

Thera should hire Dr. Shah to do promo stuff. True or not, we don't care, the important thing is that people talk about the company... (irony here)

[SPCEO1]

No need to pay Dr. Shah anything more than he may already be getting as he seems pretty keen on getting some attention on his own. But the truth is we do need more people to talk about the company. You see, people are the onwes who actually buy stocks and if they never hear of a company, they will almost certianly never buy its stock. Sooooo, it is good to have people talk about the stock you want

[jfm1330]

I still wait for a link to an article stating that blood tests on the first patients were good.

[SPCEO1]

You will find the comment in this article:  https://www.facebook.com/GettysburgCancerCenter/photos/pcb.10164933253845640/10164933241990640

[jfm1330]

I still think that they will give the drug to patients with histological confirmation of sortilin overwxpression. Look at this recent article on a study on the role of sortilin and progranulin overexpression in breast cancer. All the patients involved had biopsies with histological confirmation of overexpression. Thera should make it clear, instead of stuff like "all solid tumor". I

[qwerty22]

You have to realize that your opinion does not fit with the facts of the trial design as stated on clinicaltrials.gov  

[scarlet1967]

The fact that few people understand the science here and elsewhere and most of them are shareholders doesn't justify not trying to explain it to thousands of investors who are NOT shareholders of the company, not yet. Investors  needs to understand the value of their science to be able to validate their decision to start investing in the company. The value of the science is the science

[Lee430]

I must admit most of the science is above me, however, I do make an effort to read and understand what I can...that said the info does keep me engaged and helps keep me confident in my decision to maintain my embarrassingly overweight position in Thera….Unfortunately if I was relying solely on the minimal updates from Thera to make my decisions I most likely would have at least trimmed my position

[scarlet1967]

I believe you and myself together with other existing shareholders make a lot of efforts to understand the prospects of the company as we are already committed, what other choices do we have? the trick is to attract more investors not needing to google scientific information, potential revenues etc day in day out.

[scarlet1967]

Company's strategy to sell their drugs is based on informing/educating their targeted customers(patients) now they need to apply same strategy to sell their business to their other customers (investors).

[jfm1330]

Here are links to the two abstracts. There is nothing fundamentally new in these abstracts. They prove overexpression of sortilin receptor, the affinity of their peptide to sortilin (it means their peptide binds with sortilin), and they show in vivo effect on animal models in cancer types they did not tested before. Nothing to do a webcast about. The basic principles for non scientific investors

[SPCEO1]

Thanks for those. Do you remember last year if the VM was talked about in the pre-released abstracts? As you know, there was not much reaction to the abstracts being released but there was a huge reaction once the conference actually took place. Did new info come out at the conference that was not included in the abstracts? Might that ahppen again if it happened in 2020? Or is it just a case of

[jfm1330]

Normally, in the abstract you need to put in the key points of the article. As for the Facebook link I cannot access it, not a member, same for the website of the newspaper. But if you say the results of the early blood test were good, this is positive.

[jfm1330]

Vasculomimicry was in the abstract. Here is the link https://www.abstractsonline.com/pp8/#!/9045/presentation/2407 https://www.abstractsonline.com/pp8/#!/9045/sessions/theratechnologies/1

[qwerty22]

I think the point everybody is making is that taking multiple opportunities to explain those simple ideas is a good thing. This happens to be the biggest oncology conference in the world. It attracts the attention of the whole of the biotech investing industry. There is a lot of competition from biotech to be seen. Either you can try to make your presence felt on you can stay on the sidelines. The

[Lee430]

This going to seem rudimentary to most or all, but I was thinking if Thera could somehow hold above $4 US and $5 CAD before some positive news at AACR & 2Q21 it would make it so much easier to move up a significant amount then, dare I say hold some of the gains…I believe Wino mentioned that a large part of the SP gains is made during PH1 trials if I remember that correctly.

[Wino115]

Correct for the percentage gain seen.  Moving a molecule up from pre-clinical to successful Phase 1 sees largest % gains, they continue through to Phase 2 and into commercialization but the law of large numbers catchs up on the market cap eventually.  As we all know, it's easier for a $400mil mkt cap to double or triple versus a $2bil market cap. I believe it is FTV that had a

[Lee430]

Thank you Wino, that is some pretty encouraging stats, gives us something else to hold onto while patiently waiting.... Well, it's happy hour where my wife and I are and we need to work on the overbought Pandemic/apocalypse wine stash before they go bad ;->  

[Wino115]

Wish I could join you!  I approve of that activity at all times. Those price targets are courtesy of FTV.  I think they are reasonable only if we get solid positive data from the Phase 1 and NASH gets up and organized with endpoints and protocol published to solidify the opportunity in front of them. 

[Lee430]

Wino, sounds like Rusty is puttind together a golf event for the looooong Thera investors, maybe we can all share a glass soon as my wife and I would very much like that (she is an angel that I do not deserve), but I think that for some of us the benefits to humanity my be exceding our desire for profit here.....for me my needs are simple and gratifying so after taking care of my family most of

[realitycheck4u]

This post has been removed in accordance with Community Policy

[qwerty22]

You're going to have to believe it because they aren't pre-screening for sortilin in this part of the trial, if they were it would be clearly stated in the inclusion/exclusion criteria. We have to be realistic, the first part of the trial is about pk/Pd, toxicity and dose. Dose is primarily decided upon by toxicity signal. If there is an efficacy signal it will be a bonus but one that has