Theratechnologies Inc T.TH

NASH

[scarlet1967]

Despite the recent setbacks many companies still are trying to develop a drug for the condition. For instance Intercept with a drug with serious safety issues still is trying to get it approved.
Reason is NASH is multi billion dollar market with growing prevalence and unmet. 

https://www.clinicaltrialsarena.com/analysis/intercept-nash/

[qwerty22]

More of that. https://www.fiercepharma.com/pharma/intercept-still-sees-fda-approval-pathway-for-nash-hopeful-ocaliva-as-long-as-safety-holds So extending data out to 18 months. That is where fda guidance went at the start of this year. I think we probably should think of THTX's 18 month decision as likely just where things are moving in NASH rather than anything specific to their drug.

[scarlet1967]

"To RBC Capital Markets, Intercept’s data boost and new trial design will “have much more power" to determine a benefit for obeticholic acid patients, according to a note sent on Thursday. However, it “still remains unclear” exactly how well the treatment has to perform to satisfy regulators, particularly when considering safety, RBC analyst Brian Abrahams wrote." so

[qwerty22]

From what I can tell nobody knows what the new OCA 18 month data will look like, I'm not sure it's even complete so Abraham's first comment is pretty vacuous. If you give yourself another roll of the dice you always have a chance of winning, I can't see it going much deeper than that. It's always safety AND efficacy, getting a clear positive balance for the two. I agree OCA

[scarlet1967]

THTX didn't let the opportunity go away in fact during the last chat Paul talked more about NASH than other projects now they seems to have an event just for NASH. Good for them. If the board doesn't want to allocate resources to costly NASH that's understandable for a small company like THTX in fact many here always wanted a partnership for the program so they de-risk it and bring

[scarlet1967]

This was posted before so they applied for global patent for Tesamorelin back in 2020. To me it sounds like the idea of partnership always has been in their mind. https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2020205498&tab=PCTBIBLIO