Theratechnologies Inc T.TH

Strategies for the drug discovery...

[scarlet1967]

This article published recently is highlighting the issues with current chemotherapies and various future methods in order to improve the efficacy of taxanes alone, in combination with immunotherapy and conjugation technology. They highlighted three major issues with the conventional cancer treatments, one adding substances to taxanes enhancing the solubility which resulted in serious side effects, second the multidrug resistance among others due to the efflux pump and third the presence of cancer stem cells responsible or metastasis. As per the preclinical studies thus far we know TH1902 internalize rapidly bypasses the MDR1 and the latest study also suggested the TH1902 inhibits the xenografts growth of Sort1 positive TNBC/ Ovarian cancer stem cells. So if the technology works in humans mirroring the preclinical findings it will bypass the issues with the conventional chemotherapy and the targeted drug delivery as per authors of this article will be an important component to consider developing new generation taxanes.

 

“Considering that efficacious tumor-targeted drug delivery systems are the key to advance the new-generation taxanes to become clinical drugs, this account covered taxane-based delivery systems, especially nanoparticle formulations. The progression of new-generation taxanes heavily relies on the exploration of ideal formulations and drug delivery systems. It is one of the major fields of taxane based drug development….

Based on its own “SORT1+ Technology”, TH1902 was designed and developed by Theratechnologies to treat patients with recurrent sortilin tumors that are refractory to normal therapy. It is a docetaxel linked to a sortilin receptor targeting peptide, and is currently under Phase I evaluation as a single agent treatment for all sortilin receptor positive advanced refractory solid tumors.

Several issues with the taxanes already in clinic have been identified. One of these is the use of excipients which is required to overcome their very poor aqueous solubility [9]. There have been some cases in which the use of these excipients have led to serious side effects. Once this happens, the patients must be removed from the treatment immediately. The second problem is multidrug resistance. There are quite a few major mechanisms for multidrug resistance (MDR): 1) Overexpression of efflux pumps, especially P-glycoprotein (Pgp) and multidrug resistance-associated proteins 1 (MRP1)….

Another major issue is due to the presence of cancer stem cells (CSCs). Growing evidence indicates that CSCs play a key role in tumor development, metastasis, MDR and relapse. The expression of many stem cell-related genes endow CSCs with tumor initiating capacity in most cancer types, making it notoriously malignant.”
Full article: Strategies for the drug discovery and development of taxane anticancer therapeutics (tandfonline.com)
 

 

[PWIB123]

I'm praying THTX proves it up and proves it up soon!  This would be absolutely amazing!  It just doesn't seem probable that we could be so blessed with a trifecta impact, but I am dreaming about a buyout in 3 years at $200/share, so I'll stick with the trifecta.  $15 by year-end 2022.  $50 by year-end 2023.  $200 buyout by year-end 2024.  Probably a pipe

[Lee430]

Counting on at least a POC teaser this week, otherwise that deposit check for my shiny new jet is going to bounce higher than it’s cruising altitude.

[Biobob]

A great man once said: The proof is in the pudding.. show me the pudding.  That's were we are now and that's what expected... hope they show up next Thusday a baked pudding.

[Bucknelly21]

It really is time to deliver, they know if it works or not 

[SPCEO1]

TH should already know a lot about TH-1902 works. They should have enrolled 35 or so patients by now and around 20 may have gone the full 12 weeks. If the drug is as good as we think it is, it should already be evident even just in these early patients. The company's words and actions also indicate they have a good idea of where TH-1902 is heading. So, it would be helpful if they told us what

[Biobob]

I do not agree with the holding off data to build momentum at a better time. They have to disclose material information as it becomes avaible first.  Second if they wait and that Th ends up a penny stock again in this FED induced sh.. tshow what then.... They have to come up with the some POC facts this week otherwhise this stock will spiral out of control with the option wall tax selling

[qwerty22]

Presumably if it's generating responders now then it'll generate responders in the future. They can always do further updates. In fact adding more data to a developing story might be more impactful. If they have something meaningful they should share as soon as.

[Wino115]

It would make sense for them to get the share moving well before any offering for a few reasons. First, the have the ATM to feather out to meet demand shoudl they want to use that on the way up from $5 to $7 (let's hope!). That gives some more breathing room on top of the loan so they have time on their side. Second, it will get the share up to a decent market cap and volume so institutions

[SPCEO1]

I agree that progressive release of good phase 1b data, presuming it is good enough they can operate with highcnfidence that future data will also likely be good) is better for the stock price versus TH's normal approach of saving it for one big release. But I am not sure if TH has figured that out yet. 

[Biobob]

Lets hope they have good news first, that's the only way they can raise money with equity.  I mean who will buy the new shares otherwhise unless they are like 50 cents.  Then don't blow it again by raising money at discount to market 3 days after the news.  But I have lttle faith in that capability, they are used to misery and used to take what,s on table... or as we've

[PWIB123]

How is it even possible they don't understand this?  You would have to be a moron to conclude anything different.  I don't believe they are that stupid.  I always gave them the benefit of the doubt that they didn't know how to manage the potential outcomes or were so busy trying to build the company that they had not yet applied the appropriate resources to put out the

[Biobob]

I will beleive it when it happens... Tanguay was much better than Dubuc at this... the Board is chicken sh t about missing the window and will stamp any deal when it become a possibility.  I was told so many time in the past that the price would not matter much in a couple of months... yeah shure once you voted yourself a boatload of unwarranted options on the cheap.. no thanks.

[palinc2000]

Of course they undertand...

[SPCEO1]

I am basing that on my observation on what they have one in the past. With the ONO, they clearly did not release the info about the "ready to proceed" nod for the NASH and cancer trials when they first got them but saved them to announce at the same time and also at the same time they announced great sales for the previous quarter (which was quickly followed by lousy sales the next

[Biobob]

Biotech financing  is like a match of pocker.  A lot of campanies have won with poor hands whereas other like Th have failed to do good deals with strong hands... 

[SPCEO1]

I thought they did a decent job with the debt financing. Good cancer data, if they have it, will make for a better equity financing this time around. It is just a matter of how well they optimize the situation. They need to build investor anticipation regarding TH-1902's prospects. By t he time they do the deal, investors should be falling over themselves to get a piece of it. That normally

[Biobob]

Agreed... but hope they get smarter this time around and not draw their deal the day after.  If it's really good give it time ... if it's a smoke screen we'll know if it's an OO no.2 with a warrant with second tier canadian brokers.  Big banks won't even bother as they are busy selling their services to oil and gas companies... they do behave like those street corners

[palinc2000]

Do you have access to inside info?    

[Bucknelly21]

The fact 12 weeks is enough time and that's assuming anyone from the ph1 is not on it still