Theratechnologies Inc T.TH

September expectations

[Joemare]

P1 efficacy data in sortilin overexpressed cancer types (in at least 2 cancer types)
Assurance or at least a path to assurance, that the efficacy effect is that of Th1902. 

Quite simple to deliver.

Leadership is also showing up at cancer trial sites and making sure the P.I. is focused on patient accrual.

[palinc2000]

"Quite simple to deliver" Can u expand ?   

[Joemare]

Well, I sure hope they know how, pretty much standard approch to run clinical trials.

[palinc2000]

I dont have much doubts in their approach to run the trial in comp'iance with the protocol approved by FDA... I thought you meant simple to deliver positive results which is not a foregone conclusion imo  

[Joemare]

We got to stop moving the line. September. Leadership is also getting the P.I. to recruit patients.  Really.  Has he gone to visit the sites? P.I.? Marsolais, how many times does he call the P.I.?? They need to deliver results in September.  If not, doubts start to trickle and patience will end for the few instutional investors left.  NASH - 3 years with no returns on the

[palinc2000]

I think I have found what you need https://calmposure.com/?utm_source=paid_search&utm_medium=cpc&utm_campaign=launch_1q2q22&utm_size=responsive&utm_content=rapid_relief&gclid=Cj0KCQjwgO2XBhCaARIsANrW2X3Jn8d2l7a3qagHtblXfsQLk1TGkJZcihbFKXT0u44udJF7cIOZJTYaAtKiEALw_wcB  

[Joemare]

Prefer this, coming near you soon.... Non-alcoholic steatohepatitis (NASH) (novonordisk.com)

[qwerty22]

It's the CRO's job to manage the sites. It's Christian's job to pressure the CRO but there's no evidence that recruitment is slow. You're not understanding that NASH is not the same prospect it was when they started this process. Listen to NASH KOL's. I think you're completely misunderstand what he meant by socializing. He was talking about greater engagement

[Joemare]

Agree with you it's about the assets. But - two years under the current CEO and no NASH deals. Normally, you table that project when you fail. Cannot dangle the carrot. Clinical trial accrual - big mistake to think CRO will do the 'selling' job to the PIs. It's Marsolais and Levesque's role. It's critical to the company. They need to be directly involved. It's simple

[qwerty22]

If you think the NASH program was only ever a carrot or a strat to hide failure then it hard to see why you would ever invest in this team.   

[LouisW]

I would expect mid October prior to the Financial meeting rather than September to annoumce the result...Moreover, i also expect to hear news regarding water availability, F8 BLA, Trogarzo IV progress, IM pogress and maybe NASH partnership. 

[SPCEO1]

I am up for all that but think you might be pushing it a bit. IV Push should be approved on 10/2. F8 is ready to file as soon as the water situation is resolved. But the NASH partnership may need the pen injector finished to get done and that appears to be dragging on forever. The timing on cancer news depends a lot on the pace of enrollment and we have no info on that.

[LouisW]

Paul mentioned on the Q2 finacial meeting that they will probably announced the result in the second half of the year. From my point of view, the perfect time to announce the result is few days before the Q3 financial meeting and they can discuss it on the meeting.. I think that we will be hearing a bunch of PR from from early Oct to mid Oct.  Besides, the fact that two largest shareholders,

[SPCEO1]

I do not remember precisely what Paul said about efficacy data but it was pretty close to "a few, several or maybe many" indications of efficacy "between now and Christmas". Now, they have not indicated exactly when they will share efficacy info - when they first see an incident of efficacy or when they have seen enough to file a phase 1b protocol amendment in a particular

[jfm1330]

One thing we know is that they said that the efficacy signs from phase Ia are helping them to recruit patients for phase II. They said that in the CC. The more the doctors will see signs of efficacy, the more they will tend to suggest TH1902 trial to their patient. Your story with Dr Shah seems to be a good example of that.

[jfm1330]

That being said, I went to Gettysburg and Mary Crowley websites. I did find any info on TH1902 trial. It is not listed, even with the search engine I could not find it. Not the best way to recruit patients.

[Wino115]

It's on both.  For Mary Crowley search under trials for the molecular target Sort1 and it shows up.  The original trial announcement i Pennsylvania Cancer still shows up on their site if you search Theratechnologies.  I believe we heard anecdotally from Juniper that the oncologist at Karmanos (Winer) said enrollment at his center was going well and he expected the total number

[jfm1330]

[jfm1330]

If you go in the clinical trial section of each sites you won't find it as ongoing trials where you can enroll. Archives from April 2021 as nothing to do with that, and average patient will not learn about it on their sites already knowing sortilin. For the average patient not knowing about TH1902, these sites will not easily allow them to learn about the existence of the trial. Average cancer