Theratechnologies Inc T.TH

Another update!

[scarlet1967]

https://www.fiercepharma.com/pharma/astrazenecas-enhertu-scores-another-win-her2-mutant-non-small-cell-lung-cancer

[qwerty22]

If you want to dream of the fastest route to approval for TH1902 then this is a pretty good example. They didn't even make it to the end of the pivotal trial. They enrolled 152 patients. Approval came from interim analysis of 52 patients for efficacy and 101 patients for safety. The trial started in Nov 2020. The 57% ORR helps. A year and a half from start of pivotal trial to accelerated

[Biobob]

Lets dream again... I dream of 5$.. cash deal...

[SPCEO1]

That would actually be a nightmare! If cancer is good to go, then a much,much higher price should be expected. If it is a failure, then $5 would be hard to get from any acquirer.

[Biobob]

Exactly... so I will take a shure 5$ anytime considering the magnitude of results Th is communicating.. I am not as optimistic as you are...

[qwerty22]

One interesting thing is the patient numbers fall in the middle of the range Paul talked about. So maybe his low and high estimates of the cost of the pivotal trial aren't so bad. I started to look at the situation in late stage metastatic prostate cancer on the (wild at the moment) assumption that it could be their lead indication. From the (little) research I did I don't see the

[Wino115]

Once again showing the bright future for targeted cancer therapies in previously hard to treat situations. Enhertus very clearly becoming the leader here. Two side notes - I see the lawsuit over IP between SeaGen and Daiichi Sankyo (Enhertu partner with AstraZeneca) hit a snag and looks like SeaGen was on the losing side.  They may have to lay royalties for a few of their ADCs.