Theratechnologies Inc T.TH

At least give us news about no news ...

[longterm56]

If you said you will announce something "by the end of the year", and then due to unforseen circumstances you find that you cannot keep that commitment, isn't it common courtesy to mention that you have a forced change of plans? 

I am simply astounded by the lack of communciation from this company.

  -LT

[palinc2000]

The window for good news is probably closed by now,,,,They are doing a lot of housekeeping in preparation for an Offering ......hopefully not in 2021

[SPCEO1]

I suspect you are correct about the window now being closed for the remainder of 2021, unless of course they do something, like sign a partnership deal before year-end as they would have to disclose that. Yesterday the CFO assured me they would announce whatever they can as soon as they can, but on the cancer front at least, it sure seems like it will be January before we hear anything. I don'

[palinc2000]

I am not predicting an Offering at current prices,,,I was 100% certain that they would have drawn on the ATM during the Fall before clinical results based on the assumptions that that the SP would have increased in anticipation of results,,Since we have seen no such rise in the SP doing an Offering now makes no sense ....not much built in the SP for Phase 1 imo 

[Wino115]

Least we forget, their newest invstor is now on the shareholder's side of any offering dilution and given how large THTX is in their fund, they may not want to increase it either and would be diluted. So they are also likely now on the anti-dilution side of the equation along with many here, with a share price expectation similar to ours --ATM in $7-10 range hopefully if at all. I would still

[jfm1330]

As always, I am alone on my side when it comes to patience and communication. Marsolais already said that they would need to do two more cycles of treatment to confirm any efficacy sign, that they don't want to publish interim efficacy data based on artefacts. They are very early in this process with TH1902 and they want to come out with solid data, not with impressions. Also, patience is

[SPCEO1]

Was MArsolais talking about what they will do in phase 1b to find efficacy?  I am under the impression they will not be doing three cycles in phase 1a. 

[jfm1330]

I listen back to Marsolais in the KOL and July CC. One thing is clear, the whole escalation process ended up being much slower than he stated back then. He talked about one month for every dose increase. So they are way behind schedule on that and we did not get an explaination as to why it has been so much slower than expected. But at the end of the CC in Juky, he clearly said that if the see an

[SPCEO1]

It sure would be nice if the company would just make some announcement that would clear this all up for us. One thing I have been thinking is that we need to listen to their words closely. When they say "preliminary indications of efficacy" I think they are talking about phase 1a and when they just say "efficacy", I think they are talking about phase 1b. I don't have any

[jfm1330]

I don't agree. Preliminary indication of efficacy is after the first cycle of treatment. Efficacy, or confirmed efficacy, is after several cycles of treatment. The time factor is important when assessing efficacy. You need to see it over time. After a single treatment, the tumor shrinkage can be too small to be sure it's real efficacy. Radiologists will tell you that from scan to scan

[SPCEO1]

Actually, I think we agree. You restated what I was saying as best I can tell. In phase 1a, do we know how many cycles they are giving the patients? I am not sure depsite having listened to everything very closely over time. But maybe I still missed it and they are doing at least three cycles. At times I thought that but I am no longer sure they are doing more than one or two. It would be nice to

[jfm1330]

I did not see any specific info on that, but my understanding is that they will continue to treat a patient with the drug as long as there is a percieved benefit. I think that ethically it is the way it must be done. 

[juniper88]

Treatment is given every 3 weeks until progression or ifvthere is too much toxicity. Up to 18 months. Progression is determined by CT Scan.

[jfm1330]

One way they could deal with comminications about the phase Ia is to come out with the news when they will have the MTD, and give any solid efficacy data they have at that point, and give an update on these patients two months later, independant of what is going on with the phase Ib.

[Wino115]

This is what I have seen in other trials. As stated, you cannot stop given the treatment to those dosage portion patients still benefiting.  They stay on it, you hopefully get an acceptable 1b trial design back from the FDA, start that up, and perhaps somewhere in there you will have something interesting to report about the handful of part 1a patients now going on 3-4 cycles worth of

[jfm1330]

One more reason to confirm possible efficacy of the phase Ia, even in March or April, is that as soon they can confirm significant efficacy in as many patients as possible, the easier it will be recruit patients for phase Ib. So the hope for efficacy in phase Ia is not only to see the SP go up in the short term. It is to help the whole program go forward at a faster pace with more money to speed

[SPCEO1]

Sorry, my bad - you had made this clear earlier and I just forgot.  So, in the preclinical work, TH saw tumor regression on low doses if I recall correctly. While we know the first patient passed away, we know nothing of the other early patients (4 of them). They should have  had many cycles now, if they were fortunate enough to survive, and TH should have seen some sign of efficacy by

[juniper88]

I believe they would wait until they have a more comprehensive dataset. A question that should have been asked in the last CC was , how many patients are actively on treatment and how long have they been on treatment. Remember, if TH1902 doesn't work there would be progression and the patient would come off the trial.

[jfm1330]

We cannot expect real big and genetically heterogenous tumors in humans with advanced cancers to react the same way as minuscule tumors made out of commercial cells on mice. The hope with TH1902 is the possibility of achieving high to very high dosage with very high intracellular concentration. The real ball game in this trial is right now concerning efficacy.

[qwerty22]

We are definitely in bum twitching territory. It took a long(er) time to get to the higher doses. We are definitely in that period now. You have all the random factors like Sortilin expression in play to enroll a potential responder, you need that sick individual to stay healthy long enough to develop a response and you need that technical 2/3 month period of waiting for all the scans in order to

[qwerty22]

They keep giving patients drug as long as their disease doesn't progress and if they remain healthy enough to stay on trial. Disease progression is defined as more than 30%tumour increase, at that point they are considered non-responders, the drug isn't working for them, and there is no reason to keep taking the drug. If they are stable disease (between 30% tumour growth or 30% tumour

[qwerty22]

This doesn't sound correct. Enrolling 40 patients in part 1b is not a 3 month process. I expect it will roll into 2023 but hopefully we get interim data along the way. Even though THTX aren't generous with their updates there should be the opportunity to make announcements through 2022 and beyond. We don't know exactly how often they are scanning patients. From what I've read it

[juniper88]

Scans are done every 6 weeks.

[jfm1330]

I also listen again to the Q&A part of the Q3 CC back in mid-October. To me there is something wrong in this trial design when it comes to determining the MTD, and it is because of the request from FDA to take all comers without testing them in advance for sortilin expression. In the July CC, Marsolais said that from what they saw, only 1% of docetaxel in TH1902 was released free in the

[realitycheck4u]

This post has been removed in accordance with Community Policy

[qwerty22]

There is nothing in the science literature that says this is true, my guess is JFM is leading you down a dead end on this point.

[qwerty22]

"but one thing I am quite sure of, is that TH1902 will not release the same amount of free docetaxel in the bloodstream in a patient with overexpression of sortilin on his cancer cells, when compared with a patient with no sortilin on his cancer cells."   ..... and I'm sure this is wrong. This is pure speculation. I've asked before, show in the science literature where

[palinc2000]

Most posters here have only one major goal which is searching for the truth.One poster 's major goal is just showing his ability to use bio chemistry  terms and draw conclusions which are not based on science and we are lucky to have Qwerty on this MB to call that egoistic poster out....We have all witnessed that this egoistic poster never adresses  directly Qwerty s posts...He

[SPCEO1]

They have mentioned that we may not hear anything until early next year on the phase 1a results, so from their perspective, they likely think they have themselves covered on that. But I agree, the communications could be so much better. There are really easy, simple things that could be communicated that would help frame investor expectations appropriately and reduce hostility toward management. I