Theratechnologies Inc T.TH

Where things are at

[SPCEO1]

As simply put as I can do it, we are at a place now where we can reasonably assume that TH-1902 is safe to use in humans and, if it shown to be efficacious, it is going to be a pretty big deal. Those who visit this website are among the relatively small number of investors who have any knowledge at all of this drug or its potential. With TH's management now confident enough in TH-1902 to give the presentation they gave a week ago, and with LSA's involvement, it stands to reason that the number of people gaining an understanding of this potential will be growing. So, while we will not have proof of concept efficacy data until most likely September/October, there should be a growing number of investors willing to take a chance on TH between now and then. If it is shown to be efficacious as well as safe, then our little group here on Stcokhouse will quickly be overwhelmed with new investors/speculators and the stock will take on an entirely new character. While the overall market trend is always a dominant factor in a share price's evolution, we should be seeing increasing buying interest in the weeks approaching the expected announcement of the efficacy data. 

If that data is really good, then it is off to the races for the stock obviously. If the data is just good, and not really good, then it will take longer (waiting for more data) for the stock to become a hot commodity. If the efficacy data is bad, then those who were betting on really good data will be sellers and the stock will give up some ground. The amount of ground given up will depend on how far the speculation about the efficacy data had driven the stock higher before it was announced. But we should expect that the number of people who are aware of the potential with TH-1902 will be growing in the weeks ahead.

[qwerty22]

In non-cancer drug trial Ph1a is usually something like 6 healthy volunteers getting dose escalation to check for major reactions. I guess we are through the equivalent of that. It depends what you mean by safe though. If you mean patients haven't dropped dead or had a serious immediate reaction to the drug then probably yes we are over that hurdle. But it seems ever cancer drug has toxicity

[SPCEO1]

The pre-clinical work suggests that therapeutic window might be unusually broad. How much confidence does this give you that the window might be similarly wide open in humans? Is there a chance the highest dose given in this trial does not show any nasty side-effects? It seems to me from the pre-clinical work, they have a good chance of being able to deliver a large dose of chemo safely and

[jfm1330]

They already published that in IND enabling toxicity study they were able to give three times the maximum tolerable dose of free docetaxel. We don't know how it will translate in human, but it's a reference point to remember. I think Marsolais said this was in rats. In addition, based on recently completed IND-enabling toxicity studies, Theratechnologies confirmed that TH1902 could be

[palinc2000]

I must admit that I will be  surprised  if we dont  soon see a a surge in the stock price . Indeed Securities rules are quite strict when it comes to disclosing material information and you cannot pick and chose who gets access to such info , It was and still is my belief that the webminar was just an excuse for the company to be able to  share info a new group of investors

[Wino115]

I don't think the odds of success go down because investors aren't bidding up the share price. That implies someone has inside information, which the tight lips of THTX have not budged on before. I'm not sure I agree with your logic there on that one. Science determines the odds. If you're looking for KOL-type affirmation I would say FDA fast track (after all, they see every drug

[palinc2000]

I am not referring to investors at large...I am referring to some investors with a deep knowledge in oncology whom I presume have been contacted ...I think they know more than anyone here .... I think if they bite that increases the odds of success ....does not guarantee but better odds I am not making a guess on results .... nobody can

[qwerty22]

Don't think of yourself as too inferior to the experts. I don't think they have a much better grasp on the chances of success than this board. We might not get it right immediately but the open nature of the discussion eventually gets us there, maybe after going down a few blind alleys. I said earlier that many ADCs are going after well known targets. One that didn't was Padcev. At

[scarlet1967]

Where are things at? To me that’s the question market wants to know. In case of oncology it is way too early to start getting excited or disappointed imo because as per the company they will be dosing first two patients/patient( not going to debate about it anymore as we don’t know and we might never know) doubling the dosage for the first too levels so 60mg/m2 and 120mg/m2 in the first sex weeks

[qwerty22]

Here is the preclinical work for Padcev. https://cancerres.aacrjournals.org/content/76/10/3003.long One thing they did really nicely is a comprehensive screening of tumour material (2400 samples) to nailed down the frequency of Nectin in tumour. They paired this with a comprehensive look at expression levels in healthy tissues to identify potential sites of off-target toxicities and then took

[qwerty22]

It's not quite a burden but the shift toward oncology as the 'lead' is quite recent. This board probably isn't a great gauge of the market but at the turn of the year the focus was on NASH even at the study may proceed moment. It's probably only since the first patient got enrolled that we've mostly shifted to cancer. I could see the market doing that also (the big

[qwerty22]

If you just look at this from risk reward. It's interesting that a number of ADCs have gone after targets that already have drugs approved. For example HER2 looks popular and a number of ADCs are being built on Trastuzumab. I think that lowers your risk coming from the target but it puts you in competition with the already approved HER2 drugs and other HER2 ADCs that get approved. Risks of

[qwerty22]

Yes I think what you are saying is right. I guess I was just reacting to you using "safe". I expect they will report some toxicities just because that seems to be how it goes in cancer. I expect we will need to understand the context of those toxicities. And I just don't think the first 3 dose levels tells us a whole bunch about the toxicity at a likely working dose so that is why