Theratechnologies Inc T.TH

Validation for PDCs

[Wino115]

For what it's worth, Bicycle has signed on another partnership for their peptide oncology platform.  It validates two things -- one is that the industry is viewing peptide conjugates as a very valid approach to treating cancer and potentially a lot better than antibody approaches. At least, firms want to get in on the action.  Two, they have one deal for the peptides with immunotherapy (Genentech), which is what the latest AACR papers cover for TH1902, one for neurocancers and this new one with Novartis is for JFMs favorite radionucleides.  I think Novartis bought the lutathera guys.  

So it validates peptides in cancer and using nuclear chemos in them.  If THTX can keep moving their science on immuno combos, that would be a nice partnership deal to strike. Firms are looking for this approach now.  The deal had $50mil up front and up to $1.4bil in backend revenues. Not bad.  Still a dream at this point, but would show the potential. 

As for the Board composition, have to assume the larger shareholders will want some changes - get some new blood in there with financial saavy, VC saavy,  There's a few that may retire, it's their time to leave and they should pull themselves out. I would hope the 3-4 big shareholders will suggest some additive members. Just using their friends and Montreal contacts really hasn't worked at all. Shareholders need outside, independent, totally objective and highly additive skills overseeing the shares and the market.

[Trogarzon]

If they announce a way forward with th1902 does it have to be with good old docetaxel or they can scrap that and start over with the other warhed.  It's confusing to the onlooker.  I'm confused beween the platform and the warhead... are they inseperable and considered one in th1902.  

[Wino115]

Every trial is for a specific drug molecule, such as the one they are trialing. But they've clearly said they are still working on the pre-clinical science for one with SN38. That type of lab-bench RD isn't as costly as a trial, so they can keep that up in the background and have honed it down. I don't think they've spent a penny on the docerubicin version for probably 2 years now.

[Trogarzon]

The board would benefit from having somebody from the SAC or Rottenberg guy for instance and someone from the US biotech scene.. not some Joe from BC or retired pharma exec in search of retirement money.

[Trogarzon]

Maybe if they called it something more catchy like the Key therapy instead of Sort1 wich sounds more like something wants to come out of your stomach.  Everything is marketing they told us in school.  

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Trogarzon]

Another club of vote my salery and I'l vote yours.  Shure would like to have an small idea of what they've accomplished for us in the last 3 years.  I remember our Charwoman telling us in 2018 when our dog passed the 1 Biliion valuation and she joyfully declared she would be working on the second billion of market cap.  She would probably defend herself by telling us she did

[litmo65]

This post has been removed in accordance with Community Policy

[Joemare]

As days go by in March, not sure where we stand with the peptide. But one thing is for sure:  Making a deal at Pfizer when every biotech company knocks at your door vs. you knocking at other biotenchs/pharma is not the same game. Not the same set of skills.  3 years, zero deals.  It's not only about the science. It's also about the guy that makes the deal.