Theratechnologies Inc T.TH

Bcyc are up

[qwerty22]

On Ph1 data. They've been going up for a month of so and a nice jump on this news. They even did a short halt.

https://stockhouse.com/news/press-releases/2021/10/07/bicycle-therapeutics-announces-interim-bt5528-phase-i-clinical-trial-results-and

[qwerty22]

just looking at the BT5528 data. The efficacy is really nice (hopefully they get that). Some red flags in the safety data. So the market cap is up $400-$500 mil over 1and 1/2 months. I think it started with an analyst upgrade but it looks like this data has managed to keep those gains and add to them. I don't know if as people digest that safety data there won't be some negativity. &

[qwerty22]

Just as an example of the slipperiness of biotech sometimes. The first toxicity statement they make is this. " In addition, and in contrast to the toxicities observed with MedImmune’s EphA2 antibody-drug conjugate (ADC) MEDI-547, Bicycle has observed no signs of coagulopathy to date." Which makes it sound like things are pretty good. Next statement  "Some mild

[Wino115]

just guessing it must be close to or causing death?

[juniper88]

My understanding is that the grading system is from 1 to 4.  So, grade 5 I am going to assume they are say there were 2 death without really saying it directly. Btw, "Tumor Lysis"  is when too many tumor cells die at once and basically poison the patient.  So, did these 2 patients die because their tumors died of to fast?

[Wino115]

Sounds rather painful.  I looked it up for FDA SAE reporting: Grade 1 - Mild 2 - Moderate 3 - Severe 4 - Life-threatening 5 - Death related to AE

[Wino115]

This is a very good template for THTX management to look at when they need to construct their initial thoughts and put it in a PR. This is a PDC doing something very similar, except different receptor targets and drugs. They have the advantage of numerous concurrent trials, but just this intro you could (if we see it) substitute THTX's platform!  Done...no need to hire PR firm. "