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Bullboard - Stock Discussion Forum Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs... see more

TSX:TH - Post Discussion

Theratechnologies Inc > Quick Summary
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Post by scarlet1967 on Nov 11, 2021 11:34am

Quick Summary

Oncology:
As per new dose escalation slide they dosed first patient with 30mg/m2 second patient 2x30mg/m2=60mg/m2 third patient 2x60mg/m2=120mg/m2 forth patient 1.67x120mg/m2=200mg/m2 fifths patient 200mg/m2x1.5=300mg/m2 and last single and sixth patient 300mg/m2x1.4=420mg/m2, it seems they have started dosing group of 3 patients at 420mg/m2 if no DLT planning to increase the dosage by factor of 1.33(420mg/m2x1.33)560mg/m2 on next group of 3 if DLT they dose a group of 6 if less than 1or more with DLT they increase the dosage by factor of 1.33 again in next group of 6 patients until 1 or more patient shows DLT. He confirmed even at twice the level of Docetaxel their intracellular concentration of anti-cancer agent could be multiples of Docetaxel alone theoretically up to 8 time more.
It looks like the amount of Docetaxel released in blood stream in humans is similar to animals based are incoming data which they haven’t published but are monitoring. Paul mentioned they will be starting the combination therapy (TH19 series+ immunotherapy) possibilities in clinic. Their peptide can potentially conjugate to SN-38 a very potent cytotoxic agent and small interfering RNA (molecule which can regulate and effect the expression of genes) in order to silence the protein responsible for cancer cells growth.
NASH:
They are having conversations with few potential partners failing that they want to fund the trial in a responsible manner without effecting the investors negatively.
They have a commercial business which can be used as a collateral in order to raise funds. Also they will be finding the trial in in installments ”chops of payments” so there is no need to raise huge amount of funds initially.
Legacy drugs:
They are optimistic on Tesamorelin as it seems both passed sales and incoming prescription are rising and Trogarzo (long lasting drug) which “seems to be more relevant now” will be launched in multiple European countries once the pricing is confirmed
 
Comment by scarlet1967 on Nov 11, 2021 11:39am
"if less than 1or more with DLT they increase.." if more than one or more!
Comment by Wino115 on Nov 11, 2021 12:51pm
So here's an interesting thought (admitedly, way in front of POC).  But what if this initial trial shows that Sortilin is what they say it is -- one of THE most advantageous doorways into solid cancer tumor cells.  Advantageous because some of those tumors highly overexpress it the worse off the cancer is, and that it quickly internalizes it and negates the MDR1 efflux --both highly ...more  
Comment by scarlet1967 on Nov 11, 2021 1:28pm
I think as you rightfully mentioned the PoC if established can open up other possible promising configurations as Paul mentioned. I believe the fact that the free docetaxel concentration in humans is similar to animals is possibly the first hurdle so either the PDC internalized into cancer cells and stayed put or no cleavage in both cases well tolerated for right or wrong reasons so it seems to be ...more  
Comment by qwerty22 on Nov 11, 2021 5:49pm
"They have a commercial business which can be used as a collateral in order to raise funds." As I said I missed the presentation. What do people make of scarett's statement here? What came to mind is another convertible or other form of lending. Does it mean something else?
Comment by Wino115 on Nov 11, 2021 6:08pm
I don't think that's an exact quote but I could be wrong.  I interpreted it as him saying something like ...don't forget we have a commercial business with revenues and we can reorient some of that towards the NASH project.  Sort of sounded like, cut costs way down to free up some cash flow for a bit to invest in NASH over the next 3 years.  I guess you could ...more  
Comment by scarlet1967 on Nov 11, 2021 7:13pm
I have to go back and listen again as I was taking notes and listening but the fact that it's not accessible on the evening when the event took place is not good many investors wouldn't be able to listen due to work or other commitments and tomorrow this will be yesterday's news. Anyhow I sent an email to the company hopefully they make it available asap.
Comment by scarlet1967 on Nov 11, 2021 7:17pm
And please remove or correct the picture on the Twitter account as the symbol is still THRX...
Comment by SPCEO1 on Nov 11, 2021 8:07pm
I am guessing they could use accounts receivable financing to fund the NASH trial's start.
Comment by palinc2000 on Nov 11, 2021 8:38pm
Nope[ quote=SPCEO1]I am guessing they could use accounts receivable financing to fund the NASH trial's start. [/quote]
Comment by scarlet1967 on Nov 12, 2021 9:27am
I listened to that part again so it wasn't an assessed based fundraising Paul was referring to he said they have are a commercial organization which is producing  revenues which can be the helping towards the funding. [/quote]
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