Theratechnologies Inc T.TH

Kol event

[Bucknelly21]

Just got the email for the event, looks like life sci is still involved, sept 13th with loomba

[scarlet1967]

And Harrison, Grinspoon..

[qwerty22]

Can somebody copy/paste the email content plz

[palinc2000]

X: TH)   The webinar will feature a fireside chat with Key Opinion Leaders (KOLs) Rohit Loomba, MD, MHSc (University of California at San Diego School of Medicine), Stephen A. Harrison, MD, FACP, FAASLD (Radcliffe Department of

[qwerty22]

Thanks, amazing, the big guns! Either they have something more to share or they believe they have the audience to share the story with???

[palinc2000]

Qwerty The main goal of the event is to make you a Believer!!! You will have a great opportunity to nask the tough questions and you can also if you so wish report here which questions were left out ,,,

[palinc2000]

I meant left out by the moderator 

[Wino115]

It is a great lineup.  One advantage of now hiring Harrison as consultant (aside from what he may bring to trial design) is that he knows all the key players at the key firms developing NASH programs.  Doesn't change my mind, but glad to see THTX management pulling all the levers they possibly can.  if you ask a question, maybe address it specifically to the person you want

[palinc2000]

I dont think the date of the event reveals anything about how the search for  a partner is going ....I lean a bit closer to the no deal yet  side but it could be the other way 

[AMoschitto]

The thing that's odd is they kept blaming EMA for the delays from time of the FDA study may proceed letter to the July Earnings Call. But in the call with Canacord, they said conversations with the EMA went very smoothly... and Paul seemed to imply it went off without a hitch. So there's a lag in the timeline that could be explained by partnership talks, but isn't explained on Theras

[Wino115]

Whatever the timeline, the program has never moved along a standard path. I suppose the next step will get it onto one. I think another factor as to why this event is that the LSA strategy they paid nicely for told them to start by doing 2 KOL events for the 2 pipeline projects.  This is just a mirror of #1 event but with more luminaries on the payroll. Could be nothing more than the

[SPCEO1]

I remain confused by the KOL event on NASH and by everything proceeding it too I supose. I suspect that may because I am just too dense to see what has been really going on behind the scenes. But I am also not going to complain too loudly about TH trying to highlight the value of their NASH asset and bringing out all of the big guns to get that done. In fact, the Grumpy Grader may just give them

[palinc2000]

Setting up such an event takes a lot of planning especially when you have 3 very busy KOL who need to agree on a date and need to coordinate snd consult on the content...I am thinking that the event was probably in the making before Paul announced that they were looking for a Partner to conduct Phase 3.....  The event will be almost strictly about the science and the unmet need among the

[Wino115]

One thing to watch is how Grinspoon acts. He and his institution have tails in the drug for NASH. He may be a bit perturbed it's in delay mode and not dose mode. He's probably less financially motivated and more motivated by seeing his hard work around the science as a solution being delayed or sidetracked.  

[SPCEO1]

I have to believe Grinspoon is not particularly happy with the partnership route as that might limit his role in the trial. I was happy to see he was participating in the KOL event.

[palinc2000]

Grinspoon 's goal is to see the Phase 3 trial reaching the endpoints and I dont think he is bothered by a few months delay if he feels confident that the trial will be conducted without having to worry about having enough cash till the end Grinspoon will always be getting credit if the outcome is successful

[scarlet1967]

Dr. Grinspoon is listed as inventor for all the current patents for Tesamorelin and the global application which was filed earlier, the patents have been assigned to General Hospital Corp so he is both professionally(almost a decade of multiple studies)and financially motivated to get the drug approved which is good. I believe as long as the program gets funded, the trial starts with or without a

[qwerty22]

Just because a name is on a patent doesn't mean that person financially benefits from it, I'm on a few.  

[scarlet1967]

“Biotechnology patents are a controversial subject. Those in favor of biotech patents argue that they support scientific progress because they promise financial rewards to individuals and companies who successfully create new products that they can sell exclusively for a few years at a lucrative price. Those opposed to biotechnology patents argue that they are unethical because the high

[qwerty22]

I accept in principle that authorship of a patent gives you certain claims but those claims are overwritten by other contracts and agreements. You can't just infer Grinspoon still has some financial claims just because he authored a patent.  If the company had outright bought Katana with a larger upfront payment so all rights and ownerships of the patent had transferred to thtx then

[scarlet1967]

They have an exclusive license agreement with MGH also Dr. Grinspoon has financial interest in the NASH as there will be milestones  This patent, which is scheduled to expire in 2040, stems from a patent application filed in March 2020 by Massachusetts General Hospital (MGH). Theratechnologies has an exclusive license with MGH to this patent.   https://www.theratech.com/static

[scarlet1967]

"Milestones' payments"

[Bucknelly21]

Feels like every time we hit a milestone or "catalyst " we lost about 5 million market cap 

[qwerty22]

Science research is always contingent on securing grants and funding, scientists are used to delayed gratification.

[qwerty22]

The thing about this event, like some of the other milestones in NASH is it seems so solid and serious, like thtx have real intent to be one of the players..... and yet unlocking the value of the program still seems so elusive. It's really frustrating.

[palinc2000]

  KOL Webinar on Tesamorelin for the Treatment of Non-Alcoholic Steatohepatitis (NASH)   Hosted by Theratechnologies (Nasdaq: THTX, TSX: TH)

[qwerty22]

Harrison's latest NASH paper. Probably some nuggets in there worth a read. Interesting he's already down as a consultant for Theratech even though this went thru peer-review quite a while ago. Seems like they've been tapping him for some time https://www.sciencedirect.com/science/article/abs/pii/S0016508521007496

[qwerty22]

Harrison discusses the paper here. https://surfingnash.com/s2-e41-preparing-for-the-nash-epidemic-behind-a-multidisciplinary-call-to-action/