Theratechnologies Inc T.TH

Another hypothetical

[SS1316]

TH seems to always sell off on any positive SP movement, seems as though investors are looking to cash in on their patients even if they're just scalping.  

'Hypothetical scenario' if the positive news that we are all imagining for the 1a trial comes through to break TH's deafening scilence annnd the market somehow notices it annnd has a positive response,  let's just say a 55% gain over a couple trading days, how quick does it sell off? 

Only a hypothetical question, I'm defiantly not over leveraged here.

[SPCEO1]

Stocks always trade lower after a big jump higher. Now, depending on the news, it may or may not see a lot of profit-taking. In the end, if the news is really good, annnd, annnd, annnd, etc., then we should see some major players looking to build on the positions they initially started in any share offering and the profit taking might not last all that long or drive the stock much lower. It all

[jfm1330]

Personally, I will look at what their results will mean for phase Ib. If the results are convincing enough in the sense of a clear proof of concept, with correlation between sortilin overexpression and efficacy, then it will be a no brainer to stay invested because phase Ib with patients selected for sortilin overexpression should amplify the efficacy overall. That being said, on a small sample of

[qwerty22]

1a is just not meant to be optimized for efficacy. Endlessly complaining about that fact is like complaining that the sun comes up in every morning.

[palinc2000]

JFM is just trying to cover past posts in which he was dangling a carrot by alluding to possible great results in Phase 1 a ......His posts have covered the whole spectrum of possible  results and he will be able to repost by stating his standard opening line.....AS I said many times before!......... 

[Bucknelly21]

Lol 

[qwerty22]

What will be "muddied" at the end of 1a is everything that isn't a goal of this first trial. What (hopefully) won't be "muddied" is everything that is a goal of this trial. I recommend everybody go to the clinicaltrials.gov to see what the goals of this trial are. They are NOT the relationship between Sortilin expression and efficacy, that's wishful thinking on the

[palinc2000]

Would stable disease  in lets say 25%=-50% of the patients be a sign of efficacy?

[Wino115]

My non-scientific view would be only a little, but that's more solid for proof of the concept -- sortilin is a valid target, the peptide attaches, it internalizes, somethings happening. Beyond that  it may get harder and you'd need to use that data point with others. For instance, if it was stable in all the colon cancer targets, well that's pretty remarkable because they showed

[jfm1330]

Stable disease would not prove anything on such a small sample of patients treated for such a small amount of time. If you want the SP up on news, you will need to see efficacy on tumor size in some patients. Again, if they would have tumor size reduction correlated with sortilin overexpression, that would be good, even if the tumor reduction is not qualified as a partial response (30% or more

[palinc2000]

Thx Wino .I know that SD is not a meausure of efficacy which in my mind is some form of tumor regression but what we also know us that enrolled patients must have survival exoectations of at least 3 months which means that they still are taking very sick patients with no treatment options..... R recruitment for Phase 1 part 2 is would probably be facilitated if stable disease was observed

[Wino115]

I guess the one thing we can say is that not showing efficacy in this 1a, given the reasons you and JFM state, does not mean efficacy is an issue. It may or may not be, and we may or may not know from 1a.  But we do know it won't stop doing a 1b and 1b absolutely will have the primary endpoint being RECIST measures in a robust sample of 4 sortilin expressing metastatic tumor types. I don&

[palinc2000]

I dont have much doubt that going into a phase b is a certainty but failing to see efficacy in phase 1 a the company will  need to promote the program.....What other positive  data not related to safety(nor tomor regression) could there be in Phase 1 a ?

[scarlet1967]

      They are gathering the PK/PD data together with sortilin expression between the  cycles as the dose escalation goes on. That can be quite significant information for the later stages of the trial. An example is the half life of the drug so the drug is stable for long enough time in the plasma. All that exposure/response information in various (low

[archeo753]

MDGL had a very muted response to their latest PH 3 results in the first 2 days after the press release.  Since then, however, they have had a very impressive multi day share price gain which hasn't yet run out of steam.  Hard to predict what could happen to TH with good news but might be worth holding on a little longer to maximize gains.

[SPCEO1]

MDGL's response to the less important results (the key trial has not reported out yet) was fascinating. Big response to them in pre-market, a sell-off pretty quickly in real trading hours and then another big jump in the days thereafter. Since MDGL is much better followed by analysts, it shows that does not even guarantee a logical response, at least initially. But at least MDGL does have

[qwerty22]

The way I've seen MDGL data talked about is as a derisking on the safety side of the equation. The stock really has responded. Back to $1.6 billion valuation. Akero is following them up, some others not so much. Maybe some anticipation they can hit their numbers in the registrational trial.

[Bucknelly21]

When it comes to madrigal people are actually following what's going on, unlike Thtx