Theratechnologies Inc T.TH

Thursday 10/13

[SPCEO1]

If you are letting yourself be sidetracked by the cartoonish trading in the stock related to the IV Push approval, you are missing the main point. In six trading days TH will be giving us some information about TH-1902's performance in the phase 1b trial. We cannot know now exactly what that info will be but since no analyst is currently forecasting anything at all for TH-1902, any positive info should help the share price. And there are plenty of signs the info will be positive on some level. Obviously, there is a chance the info they share will be highly positive andthere is not much of a chance of it being negative given how the  company ahs been actign recently. So, the odds are skewed in a favorable direction for TH shareholders regarding this event. It makes sense for we extremely patient shareholders to wait out these last six days and see what TH tells us about TH-1902 since there is a good chance it may be info that really triggers other investors to finally start paying attention to the stock. Maybe even including another round of crazed retail investors who this time will be dealing with more accurate info!

[longterm56]

Guard your expectations, SPCEO, it can't be all that great of news if they don't consider it "material". -LT

[Joemare]

Yup. Will not be material if they wait for the 13th. They have to release the info prior. Otherwise, worthless to institutional investors. It will be perceived as more excuses and delays.....

[SPCEO1]

I would point out a company likely has some flexibility in determining the "materialness" of data from a drug trial. For example, is it material before the last patient in a trial has been observed even if they already effectively know the outcome? I actually do not know the rules around these matters but I suspect on some things, they can determine when it becomes material from an SEC

[mikeq113]

Rusty,  Didn't Christian mention at some point a few months ago that they may look to present at one of the large cancer conferences coming up this month?  I remember thinking that it would be end of October that we might get some hard data and that someone at THTX had indicated to you that if they had something to share they would want to do so around that conference. 

[SPCEO1]

Yes, I believe he said that but you may remeber that I originally misunderstood what he was saying so maybe I don't have that 100% correct. Also, I believe he was referring to phase 1a data and TH has subsequently said they will publish a paper on it in 1Q23. So, I don't think a conference presentation is likely now. Most importantly. we really want to hear about phase 1b data now. Do we

[SPCEO1]

By the way, here is a program for an AACR European conference later in October that Christian may have been referring to. While the MD Anderson doctor heading up the TH-1902 trial is speaking, she is not speakng on TH-1902. https://event.eortc.org/ena2022/wp-content/uploads/sites/24/2022/07/ENA-2022-Full-Scientific-Programme.pdf

[Wino115]

It really depends on the information that they can conclusively use to reach a verifiable conclusion. Without knowing how many patients have been entered, stayed on for more than 2 cycles or more and had solid SORT1 overexpression, it's hard to say anything would be "material" in the sense you'd need that larger number (which even that won't reach statistical significance

[qwerty22]

I think you completely forget about statistical significance. It not that sort of trial, there's no placebo arm to compare to. From what I've picked up listening to other biotechs is that we are more likely looking at go/no-go scenarios where THTX and the fda have agreed on targets. Hitting those targets would be meaningful milestones and a moment to report. Whether they do it earlier than

[Garp1]

I second that.

[Biobob]

I second that also...

[CreatingApe]

I think that would be "thirding it" bobo

[Biobob]

This stock reminds me of the Stephen King movie Misery.... really like shoot me someone...

[CreatingApe]

don't temp me bobo.

[CreatingApe]

[CreatingApe]

tempt* sorry about that bobo

[Biobob]

Don't worry I'm not woke...lol

[palinc2000]

Not sure I understand what you and others mean about "delay" Did the Company commit to providing clinical results before Oct 13 th? If yes can you provide a link?