Theratechnologies Inc T.TH

Fireside Chat on August 10

[jfm1330]

The last time, Paul said a lot of things, but his timelines were totally wrong for phase Ia. Anyway. Maybe we can get a couple of bits of interesting infos.

[SPCEO1]

Perhaps the ice is thawing between TH and Canaccord as Canaccord gave TH a decent time slot. Their analyst also indicated he was warming up to cancer in his last report.  TH owes a favor to Canaccord after their analyst stepped up and wrote a favorable report following the listing on NASDAQ. I imagine if there is good cancer news before they need to draw down the remaining amount of the

[palinc2000]

HIS timeline!!!! The timeline was not HiS!!! Get over that.Thete were Dlts and and adverse effects which had not been seen in your little mice So the drug has not behaved in 1 A in humans as it did in the pre clinical stifies. They had 2 orions Stop the trial or revert back to a safer dosage hich delayed everything incl but not limited to entollment Why is that so hatd for a genius like you

[SPCEO1]

Some thoughts on your comments: 1.) The timelines the company originally gave were way off the mark for 1a. That is just a fact and the company did not do a very good job of updating the market in a timely manner about the delays. 2.) The whole point of a phase 1a dose escalation trial is to push the dosage levels up to the point where you have side-effects. So, that is the plan from the get go

[palinc2000]

Ok so it was the company 's timelines.... Where did the company get the original timeline? From Paul ? I doubt that ! The problem with your friend is that he originally said that the reason scientists were not sold on TH1902 was that it was too simple and not complexed enough ....and he also was hoping for miraculous results just a few months after the initiation of Phase 1 a....That was HIS

[Bucknelly21]

Paul dis say ph1a would be complete in November of last year... 

[palinc2000]

Yes he sure did!!So you also think that he is stupid for not meeting the November time line...  

[Bucknelly21]

i dont think hes stupid but he aure could have corrected the timelines

[Garp1]

I don't believe Paul as been forthcomming and that honest up to now and He as yet to deliver anything for Thera. Spceo might think otherwise but his speculation is has good as mine.

[qwerty22]

I don't think their original timeline was bad. It may have been the most optimistic scenario so we could have added a few months just for normal business. I think it's likely something intervened to throw things further off. It makes sense to me you don't update by saying "we've hit a snag, we'll get back to you". You work through the issue until you have clarity on

[SPCEO1]

While itmay be normal for biotech, it is very frustrating and the absence of explanations as the time wore on and on only raises concerns among investors, as is reasonable. TH literally let the stock bleed out during that long period quietness.  I will give them credit for actually saying they hit a snag at the 420mg level last October and extended the phase 1a timeline to the end of the

[SPCEO1]

Paul is the CEO so, as Harry Truman said, "the buck stops here". I am not sure why you try to put words in our mouths. No one made the claim TH's management was dumb or incompetent. The only claim was they did not do a good job of keeping the market informed about the big miss on the timing of the phase 1a and there is not really any controversy about that fact. I don't typically

[qwerty22]

I think Christian did much more to set expectations. I remember him breaking down the recruitment process to justify the timeline. But I guess he works for Paul. I don't have much expectation of biotech updating timelines etc. my experience is they leave it to the last possible moment (or beyond that). Let's say something went awry. They are very unlikely to issue updates until the

[SPCEO1]

All good points to consider but what do you think about the patient who went for 33 weeks and only came off the trial because they wanted to return to "normal life"?

[jfm1330]

Christian said on the CC that they did not see any neuropathy at 300 mg/m2 so far. But I will state once again that toxicity is related to tumor burden and sortilin expression level on tumors. If you have a small tumor, or tumors at the low end of the spectrum for what is called sortilin overexpression, or a combination of both, then there will be much more TH1902 available to enter other cells

[jfm1330]

Occular side effects are well known for ADC. We still don't know for PDCs. I can tell you that with Lu177-Dotatate I had none and it is not among the main side effects reported in the litterature. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4677113/

[jfm1330]

On the CC Christian confirmed that occular problems are well known with ADCs, and doctors running the trials had no worries about that. Christian also said that matestatic tumor can overexpress sortilin at a higher level than primary tumor. It can explain why a single tumor can shrink mor than another one. We also need to remember that in phase Ia, patients were very advanced patients, so it plays

[LouisW]

Agreed. Running the trial without SORT1 expression is also my consern. Immunomedics didnt evaluate the trop2 expression prior to the treatment since they claimed that 88% of the patients expressing Trop2 based on the TMA data. However, Her2 expreesion level was confirmed prior to treatment of Trastuzumab Emtansine. Maybe TH will do IHC staining prior to treatment in the larger trial. They cannot

[qwerty22]

There already existed validated her2 assays, they've been used in the clinic for a very long time for trastuzumab treatment. It would be foolish not to use it. But even then when trialing TE they still took a greater range of her2 levels than are used for trastuzumab because maximizing the treatment population is an important outcome. They could have just looked to treat her2 high patients and

[Copperkettle08]

Thanks a lot on behalf of readers who never post but appreciate your measured factual posts....

[SPCEO1]

Thanks a lot from someone who posts a lot too! 

[palinc2000]

I second  that !His knowledge and sound judgement makes him this MB 's greatest asset imo  

[SPCEO1]

Maybe you can be helpful regarding my cousin's situation. As a reminder, if she is reporting to me accurately, which is up for debate as she looks like she was just rescued from a Nazi concentration camp and seems to know little about her own cancer situation, she has stage 2 ovarian cancer with just one tumor. When asked about the tumor and why no surgery has been attempted, she does not seem

[PWIB123]

I appreciate your desire to be without reproach, but I wouldn't have thought access to information from a public source that other participants have access to would be considered insider information.

[SPCEO1]

Well, other don't have access to it unless they also know my cousin and she shares info with them and they are investors. So, I think it is reasonable to conclude that I will have access that others do not have. Now, I also think it is reasonable to conclude that, assuming I did get some interesting info as a result of her being on the trial, that it would not be material. I mean, I would not

[jfm1330]

I am not a doctor, so I won't give any clinical advice. In my own case I ask questions to my doctors, but in the end I follow their advice, at least I did up to now, but since my diagnostic I was treated by compentent doctors offering me what I consider to be the best possible care at the time with what was available for my cancer at the stage it was at. The only thing I would add concerning

[SPCEO1]

Thank you for that info.

[qwerty22]

I'd be super critical about JFM's idea of "cancer Sortilin burden". It seems especially true if you share that info with your cousin and she uses it to inform her decisions. I get what he's saying, the logic isn't incorrect but I just don't see any evidence from other drugs that this is a real, measurable thing. If this was a real thing with Sortilin it would also be

[SPCEO1]

Thank you as well for your perspective. She really either does not know much about her historical cancer treatments or just is being secretive about it. I suspect the former. She was diagnosed in December 2020. I am pretty sure she was on carboplatin as that name seemed familiar to her. She was on Avastin until just recently when she was switched to a new drug she said began with the letter "

[qwerty22]

It's a great data point (or 11 data points if you prefer). It doesn't say anywhere in the written stuff that she didn't have SAEs, I can't remember if they said that in the CC. We know from Juniper that this trial placed a heavy burden on patients but getting back to normal might also involve turning your back on adverse events. I'm still struck by the average of 8 previous

[SPCEO1]

I thought Christian made it very clear that the 33 week patient did not come off the trial due to side-effects. Also, this patient apparently spanned quite a variety fo doses from 60mg to at least 360mg, if I recall correctly.