Theratechnologies Inc T.TH

News out 👀

[Steve0123]

https://www.gjsentinel.com/news/us/theratechnologies-reports-data-showing-high-expression-of-sortilin-sort1-in-multiple-solid/article_fe96fdc0-f70f-5a12-81c0-e60072eac744.html

[Joemare]

The research is exciting. PR reads well.  It's upbeat and loaded with potential.......they've mastered pre-clinical stuff.  I think they are up to something good.  No negatives this morning with this PR.

[LouisW]

I like the way CMO talked about the data. Sounds exciting and promising.

[qwerty22]

So if we assume that the patients they are enrolling match the population they have on these microarrays then we can expect of the 50 enrolled patients in the 5 main cancer arms that about 40 +/- might be Sort+ (H score >100). With 1-3 enrolled patients in each cancer type of the 5 main cancers being negative. That seems to me to be a reasonable scenario for continuing forward atm without

[SPCEO1]

We should also take note of the comment about other PDC's they are working on. We don't  have any info on that other than they are working on some but there is potential for something else besides TH-1902 that perhaps builds on what they have learned so far. Having advanced some of this work already will only help the take-out share price if TH-1902 works and a potential acquirer

[jfm1330]

The big takeaway from this poster is the fact that cancer stages don't matter much for many cancers tested. Also, it does not solve anything related to the proof of concept. We are still swimming in hypothetic stuff. As long as we don't have the proof of concept, all that and the preclinical work and any ideas about new PDC could be worthless. It would also have been interesting to know

[Joemare]

Agree - preclinical work for now is factored in the share price.  If POC is determined, then, not only the P1 will need to be factored in the share-price, but the whole plateform will have to be bolted on to the share-price. Would result in a huge gain in share price.  They need to deliver P1 results, deliver POC. They need to get ahead of the game right now.  CAN they? Do they

[PWIB123]

I don't totally understand all of the science, but I get your point.  I think it's meaningful that we are seeing some insider buying and Dawn exercising those options early.  The people closest to the information are increasing their stake and pointing us toward the outcome they believe to be true.  They could be wrong, but it gives me great hope in the things to come.

[jeffm34]

They are now 20 months into the Phase 1 trial and they are still using pre clincial studies to try and validate the platform.  This poster should have been highlighting some patient specific data from the trial.  

[qwerty22]

You have to acknowledge that Sortilin is a poorly understood target in cancer. If you take that perspective then adding the the fundamental knowledge is value-adding especially when it's sharply directed towards some of the questions of the program. Moving forward with both the science and clinical data is still key. Hopefully, eventually they'll be reporting some good clinical data. It

[PWIB123]

Everything I've read says that Ph.1 oncology trials usually last between several months to no more than 1 year.  I think everyone here has thought through every possibility as to why it has taken so long and come up with a number of plausible explanations, but it is odd that the company has never addressed the timing.  Maybe it's because they feel they are still within the reset

[qwerty22]

It depends how you define Ph1 but I'm pretty sceptical you can enroll and readout data on close to 90 patients in a year which is THTX target for the end of 1b (without expanding to +25). Sutro did a Ph1 with their brand new ADC. 39 patients in dose escalation part 1 and 44 in expansion part 2. That started Nov 2018 and they got to the interim data readout of part2 expansion by Nov 2021. So

[qwerty22]

Bicycle started their lead Ph1 with BT5528 in Nov 2019. https://investors.bicycletherapeutics.com/news-releases/news-release-details/bicycle-therapeutics-announces-first-patient-dosed-phase-iii It took them until Oct 2021 to give a readout on the first 24 patients. https://investors.bicycletherapeutics.com/news-releases/news-release-details/bicycle-therapeutics-announces-interim-bt5528-phase-i

[scarlet1967]

Reading through the documen one can see only headaches, I don't think pandemic has ended but the level of confidence among public surely has improved battling COVID related issues thanks to medical or natural immunity, more effective treatment and milder symptoms from the new sub variant so logically one can easily anticipate the next few years should be very different (less delays)compared to

[PWIB123]

Appreciate the references qwerty22.  So, while timelines weren't met initially and the trial has seemed slow, maybe THTX is not that far out of line with what is normal.  Someone earlier mentioned that we are 20 months into the Ph.1.  I wasn't sure if Ph.1 a is considered a separate timeline from Ph.1b, when considering a 3 month to 1 year timeframe for completion, or if

[qwerty22]

It's challenging in cancer because of the seamless, ever expanding nature of the trials. I was looking at Trodelvy/Erhurtu timeline and one of them doesn't even list separate Ph1/Ph2 trials. They both are part of the same clinicaltrials.gov trial number. I'd put aside just a simple look at the phase number and ask how many patients getting enrolled? What's the aim of this trial

[canasol47]

This post has been removed in accordance with Community Policy

[LouisW]

Typically, PhI stydy is done on healthy people.....therefore, to complete PhI study within one year is possible if they test the safety on healthy people. If their target is sick heavily patients, that is barely possible. 

[Wino115]

Not sure what  you mean with this. What healthy person would take a cancer drug for fun?  Plus, the possible MOA and design is that the way it "should" bypass resistance theoretically means it would be one of the rare drugs you could try on refractory patients with no options.  It's also the hook on why they  got fast track, possibly breakthrough, and is a smart

[LouisW]

I took Trodelvy as an example. Their PhI tested 25 patients and was initiated on Dec 17th 2012. I cannot find when they completed the PhaseI study but their Phase I data was published  on September 2015. Okay. TH1902 is testing the performance on 88 patients (1a:18+ 1b:70). The intiattion date was Mar 2021 and target to end the study at the end of Q1 2023. So to consider the study size and

[Wino115]

Trodelvy had some fairly serious safety issues it had to overcome. At one point, they delayed the trial as the FDA had some issues with it.  So they had a very extended timeline from P1 to commercialization. The good thing for TH1902 is that the hardest part is often safety and, cross-fingers, it has so far shown fairly modest safety and tolerability issues.  It seems some of the pre

[smallcapinv]

100% agree.  Invitro studies are meaningless unless you can have data from patients in the trial and their levels of SORT expression.     

[qwerty22]

That last paragraph makes no rational sense to me. If you are getting PoC then you are getting it from TH1902. How can you make the call that "docetaxel is not good enough" if it's giving you what you want or need? If you're not getting what you want or need from this drug then how can you know that it's the docetaxel that's the weakest link? This is just more wishful

[gossamer12]

This post has been removed in accordance with Community Policy