Theratechnologies Inc T.TH

Drug Discovery Expert

[scarlet1967]

This new recruit this month seems to be related to their oncology program, I think it encouraging despite the depressed valuation for whatever reason (tax loss selling, lack of exposure, little marketing efforts…)to see the company is adding to their scientific team for their oncology program some 9 months after it went into trial phase.
“ Highly experienced Drug Discovery expert with a demonstrated history of working in industry and academia for more than 20 years and a remarkable track record of delivering 10 drug candidates into preclinical and clinical development across various disease areas. Strong professional skills in Medicinal Chemistry for small molecules, biologics (ADCs) and analytical chemistry such as modern applications on liquid chromatography mass spectrometry (LC - MS), matrix-assisted laser desorption/ionization (MALDI) and nuclear magnetic resonance (NMR) technologies.

Skills: Drug Discovery, Medicinal Chemistry, Synthesis (small molecules and ADCs), liquid chromatography mass spectrometry (LC MS), MALDI and nuclear magnetic resonance (NMR) technologies, anti-viral (HIV, HCV and Corona virus).”
Sanjoy Kumar Das, Ph.D. | LinkedIn

[Wino115]

It is likely a fairly small community for experienced people like this.  I see he worked for the other Belivieu company, AngioChem, that is looking for drugs to work in the brain.  Probably known to the UQAM lab guys that came with the Katana acquisition. Looks great on paper! A real shame the share actually broke that 3 handle it tried for years to get over.  This lack of

[SPCEO1]

Phase 1a data that inspires hope that TH-1902 and/or some new version of a PDC developed by TH can be a cancer game-changer will go a long way toward helping change the narrative. Unfirtunately, TH itself never seems to be able to consistently put together a narrative that is appealing to investors and thus the lack of interest even though we may be days or weeks away from whoat could be very

[jfm1330]

Again, looking at Sutro yesterday showed me that Thera is not undervalued giving the fact they have no published results on humans in oncology and that NASH at this point is more a drag on the SP than anything. I think there is a fear that they will dilute a lot to get cash to go in NASH alone, which would be very risky and long. I hope for a clear proof of concept in oncology and that as a

[SPCEO1]

Yoiu are probably correct but if oncology works, then they will have the financial flexibility to at least pursue the first 400 patients in NASH and I would endorse them giving it a try. 

[Bucknelly21]

These guys stink lol 

[qwerty22]

They can if they choose take a safer route with NASH. Even if the search for partners fail the choices left aren't just a risky company ending program or dropping it altogether. There's a strong argument that dosing 50-100 F2/F3 non-HIV patients with biopsy would add a lot of derisking to the program. I can understand they don't want to consider that route while a potential

[Wino115]

That's where we are, for sure. I'm thinking about this POC we speak about. I think given the purpose of 1a we should get a definitive dosage for the follow-on efficacy trial and we should be told about all the various safety signals the 1a catalogues and how severe they were.   Anything beyond that is a bonus and may or may not help us understand POC.  I'm just throwing this

[Bucknelly21]

all very much in play, I know one thing for sure what is there in the short/mid term for investors if we don't see some positives? I for one would be over it all with them, they are slow, they don't communicate, and reward themselves before shareholders. This is my line in the sand lol 

[muslix1]

Tomorrow TH after 2 days that TMX is closed had to open at 3.75$Cnd +-...wow

[scarlet1967]

If the recent selling is related to tax losses tomorrow will be also last day to take advantage of the selling.

[PWIB123]

I've read a few comments on other forums about investors losing patience, getting fed up with seeing a continually dropping share price, and selling their shares.  I have no doubt some or even most of this is tax loss selling, but I'm afraid there is a building contingency of investors deciding just to move on.  I find myself struggling to hold on too, and if it weren't for

[Wino115]

This is the market problem that is, unfortunately, not understood that well by the company.  I think there's likely a lot of investors with the exact same viewpoint as you. In reality, the investment "story" (not yet a thesis since there's still nothing definitive with numbers to put around it) has changed 4 times already. And the first 2 underachieved (HIV drugs), #3 is on

[jfm1330]

To me a clear proof of concept would be strong evidence that the PDC is internalized by sortilin expressing cells, and that the drug is cleaved inside of these cells in large part. Relation between toxicity/TH1902 doses and pharmacokinetic data related to it, analyzed in relation with sortilin expression level should help to understand if the PDC is internalized by sortilin expressing cells. Then

[scarlet1967]

The oncology is early in process good or brilliant results are promising for later stages but it all can also change later on so why would the company should make a decision based on early results for their NASH asset? As a reminder it's unmet multi billion dollar market so let's say they have great phase 1 results but the trial hit the brick wall later on then what? NASH is risky betting

[palinc2000]

Dropping Nash  all together is not an option on the table and it will not be an option in the future unless clinical results end up being not successful!