Theratechnologies Inc T.TH

Sutro’s Chinese partnership

[scarlet1967]

They manage to strike a decent deal after their Phase1a. They did show efficacy but also their drug destroyed quite substantial amount of blood white cells. They had neutropenia related mortality and one can only assume despite all the safety issues the Chinese were still interested. Point is for late stage cancers it seems like the bar is lower in terms of results. It makes me think targeted delivery specifically PDC technology with some clinical advantages versus ADCs( smaller molecules, solubility, easier/cheaper to manufacture..)could attract quite a bit of interest from potential partners.

[qwerty22]

https://www.sutrobio.com/wp-content/uploads/2022/01/Sutro-Corporate-Presentation-Jan-9-2022-FINAL.pdf They do have some interesting data which might be useful for our understanding. First off though I think that presentation is really great. There are some pages, like page 5, that really help you understand what's going on.  I like page 15, it's an interesting way they both score

[palinc2000]

I got stucked on the opening page with a big sigh of envy when I saw JANUARY 2022

[Wino115]

There's a lot to like around the structure of this and the plethora of highly useful information so you can actually work out risks, benefits, possible scenarios. It's mostly all there. This seems to be par for the course with many of the new oncology drugs and I would really hope that THTX is taking the advice from guys like LSA that there is a very high industry standard around the

[qwerty22]

I listened to their KOL event from last week. A great example of what to listen out for in these types of data sets. It clearly a red flag for investor when there is a death but the doctor on the call does a very clear job of giving the clinic context in which the death occurred. More generally he answered a Q that got behind the basic numbers on neutropenia to the clinical issue. It seems there