Theratechnologies Inc T.TH

September = Time for $THERF and its executives to deliver

[Joemare]

We need outcomes in September. No more delays, excuses, promises.

[Trogarzon]

Shure feel extremely stupid waiting for cancer to save the day for Thera... these are big shoes to fill type of request... odds are not on our side in all honesty....

[Joemare]

For now, that's all we have.  Enough with NASH and Chinese partners and internal sales force and socializing the benefits of Egrifta.....

[Trogarzon]

We feel we are in a stong position to negociate.. Paul's own words in regards to NASH.... misleading investors as always....

[SPCEO1]

Perhaps you might want  to offer solid evidence of why the odds are not on our side? 

[jeffm34]

9.6%  https://www.bio.org/sites/default/files/legacy/bioorg/docs/Clinical%20Development%20Success%20Rates%202006-2015%20-%20BIO,%20Biomedtracker,%20Amplion%202016.pdf

[Wino115]

Interesting find.  Oncology is actually a bit lower for Ph1 to approval.  Solid Tumors may even be slightly lower.  It's all sort of hard to handicap given the data ends in 2015 and many of the targeted ADC/PDCs and other targeted therapies are newer and been pretty successful while the immuno and other genetic approaches have been harder and have had more safety issues

[Wino115]

Also it shows the real high bar is phase 2 into 3, not phase 1 into 2.  1 to 2 is very high (60%+).  That would say we should be in an era of better than 50% chance of success now, and phase 2 will be tougher.  I'm not sure that would be the case with this approach, but that's what the numbers say. 

[scarlet1967]

I really am puzzled why that earlier question was even raised, These numbers although very general suggest the chances of approval for one or more cancers so early in the process are not justifying any strategic business decisions such as getting ride of the commercial products. Maybe it would make sense if they had been further down the line with the drug and had started other oncology programs

[qwerty22]

I'm pretty sure if a drug already has an approval it has a much higher chance of success. Does that mean having docetaxel on board improves their chances (possibly a lot?)? Of course the peptide can deliver it to the wrong address. Does that make much difference to the chances of success? I think it's best to judge it on it's individual merits. ATM that's hard to do. The drug

[SPCEO1]

What do you need to see to upgrade your take on TH-1902 to "pretty"?

[qwerty22]

I guess in a nutshell "pretty" would have been data that supported the idea that they would hit their targets in 1b. Not that the 1a data suggested they wouldn't. Just one Partial Response and a lack of transparency on all the enrolled patients leaves a question mark. Maybe two PRs would have swung it for me so we are talking about marginal things here.   But look, I think 1a