Theratechnologies Inc T.TH

The potential oncology collaboration..

[scarlet1967]

Is for China only as per the company, there isn't many articles duplicated or not about their research anywhere yet these posts keep popping up from China. 

https://www.pharmadeer.com/blognews/post/43668.html

[Wino115]

Should have listed on HKSE instead of NASDAQ.  We'd have $3bil mkt cap by now.  ;-) I think a deal will come fairly quickly on the back of just announcing they will be filing at least one pivotal for a specific cancer.  They can then get full value on that with a partner and the partner can get first look at anything else, knowing full well they'll have to pay "market

[scarlet1967]

I believe the trial designs can be modified to serve the purpose for instance multi-center clinical trials with diverse ethnicity so the data can be presented to various related/targeted regional authorities, for instance THTX could start collaborating with a Chinese partner running trials in China the results from those centers and other centers can be presented to Chinese and other relevant

[PWIB123]

I believe Jounce Therapeutics (JNCE) was used as an example of a deal that would be celebrated.  Does it worry anybody that there was no big stock price jump on the news of that deal?  Quite the opposite, the stock is continuing to drop. 

[PWIB123]

I would've expected JNCE's stock to skyrocket on the news of their recent partnership.  The stock continued to drop.  Does that concern anyone for our next potential moves with THTX?

[Lee430]

If I recall correctly Thera historically drops on good news, maybe we will finaly break that cycle with good POC news.

[PWIB123]

One of the reasons why I was willing to put so much of my capital into this one stock was that I believed there would be multiple press releases, updates, and shareable information as THTX made progress through the various stages of the trials.  Not only did management not give us much there, when there are press releases, there's virtually no reaction.  So, my mindset has shifted to

[barsax]

Jounce is interesting.  As of their last quarter they had US$157M in cash and marketable securities; 52M shares outstanding.  So, about $/share 3 in cash, PLUS they just received an additional US$15M from Gilead, and the stock is trading around US$2/share.  The problem is the market knows all of that money will be used up in drug development and clinical trials.  In fact, the

[barsax]

*US$3/share in cash* (doh)

[Wino115]

I think you've summarized the situation well. I, too, thought we'd see a gradual move up in anticipation. I think the reason we haven't seen that is that the 1a news really just de-risked safety (admittedly a big deal), and hinted at efficacy. We really do need to see more around efficacy to de-risk the most important remaining element prior to moving in to a larger trial. It will

[Wino115]

I think you've summarized the situation well. I, too, thought we'd see a gradual move up in anticipation. I think the reason we haven't seen that is that the 1a news really just de-risked safety (admittedly a big deal), and hinted at efficacy. We really do need to see more around efficacy to de-risk the most important remaining element prior to moving in to a larger trial. It will

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Wino115]

Completely agree with you and glad you got the point of that post. Do listen to Reality here THTX mgmt.  You really will do yourself and shareholders a huge disservice by not rehashing the full case of what you're doing with TH1902 for the single reason this understanding is completely gone from the market and you really need to build it back in to EVERY presentation and PR you do.  

[Biobob]

The Challengers of the unknowned... holding hand of 2M a year executives... it's a lost cause.. let it be and pray.. we deserve everything we got going for us since we re-elected the board and management.. enjoy the ride.

[scarlet1967]

  I fully agree with Wino about the importance of frequent/transparent messaging…. targeting biggest possible audience…. It looks like they had about $100M before the deal with Gilead(September 2020 collaboration agreement), got $120.0 million in proceeds from the license and stock purchase agreements with Gilead, they completed the sale for a previous ATM ($30M) in

[realitycheck4u]

This post has been removed in accordance with Community Policy

[scarlet1967]

https://ca.finance.yahoo.com/news/jounce-jnce-select-study-fails-142402036.html   https://www.globenewswire.com/news-release/2022/11/02/2546448/0/en/Jounce-Therapeutics-earns-clinical-milestone-payment-under-the-CCR8-exclusive-license-agreement-with-Gilead-Sciences-Inc.html   https://jouncetx.com/our-pipeline/   https://clinicaltrials.gov/ct2/show/NCT05007782