Theratechnologies Inc T.TH

AACR - late breaking absracts text posted by noon today

[Joemare]

A suprise for us?

[Joemare]

Presenter/Authors Cyndia Charfi1, Michel Demeule1, Jean-Christophe Currie1, Alain Zgheib2, Bogdan Alexandru Danalache2, Richard Bliveau2, Christian Marsolais1, Borhane Annabi1 1Theratechnologies, Montreal, QC, Canada,2Universit du Qubec Montral, Montreal, QC, Canada Disclosures  C. Charfi, Theratechnologies Employment, Stock, Stock Option, Patent. M. Demeule

[Wino115]

There's 3 presentatins - one is the ongoing human sort1 tissue staining samples to build the database up (useful for future patient selection), one on TNBC (which you have here) - this is why they confidently state internalization is quick as they now have flourescent readings and see that the peptide is actually getting inside the tumor cell as opposed to Herceptin which hangs around the

[Joemare]

Likely this one: Differential expression of a novel transport receptor, SORT1 (sortilin), in cancer versus healthy tissues that can be utilized for targeted delivery of anti-cancer drugs  Add to My Itinerary  April 18, 2023, 9:00 AM - 12:30 PM  Section 17 Presenter/Authors

[scarlet1967]

All 3 abstract are on research gate the full text hasn't been published publicly yet. Abstract 4499: The peptide-drug conjugate sudocetaxel zendusortide (TH1902) potentiates anti-tumoral activity of the anti-PD-L1 checkpoint inhibitor and induces immune cell infiltration in a B16-F10 syngeneic melanoma model | Request PDF   Abstract 4493: Sudocetaxel Zendusortide (TH1902), a peptide

[Mannequin]

Is this contradictory as it increased the Tumor growth? Would you not have expecedt the TH1902/anti-PD-L1 combination to reduce Tumor growth better than TH1902 alone? So how does the mouse live longer then? In a first study, the TH1902/anti-PD-L1 combination resulted in increased tumor growth inhibition when compared with both agents alone. Interestingly, TH1902 as a single agent showed

[Mannequin]

I understood that incorrectly.   "Increased inhibition of tumor growth" means that the treatment being tested was able to slow down or stop the growth of cancerous tumors more effectively than other treatments or when the same treatments were used alone. Essentially, it means that the combination of TH1902 and anti-PD-L1 agents showed promise in potentially being a more

[Wino115]

I posted a Laymans interpretation of this study yesterday.  You can find that post under my name somewhere.  It interprets the abstract piece by piece, but cautions we need to see numbers and see the degree to which they are both turning a cold tumor hot, which is a potentially significant scientific development as far as immunotherapy in cancer goes, and the degree to which the "

[SPCEO1]

I am told the full abstracts will be released on Tuesday morning. 

[qwerty22]

The internalization observation with the fluorescence is not something new, they've presented that before. Maybe it's specific localization is new, I don't remember knowing that detail but I might be wrong. I'd say the development time on much of this work, especially the immunotherapy angle is likely much more than 3-4 months so all this is work that likely started well before

[scarlet1967]

I had few email interactions with Elif firstly she was very helpful and responsive. I suggested more details about the rationale behind the restart and amended protocol to be shared with investors she passed the message to the CMO and he apparently didn't think they are ready to discuss the details but when they are they will. So we might get that "explanation" in the future. My

[qwerty22]

??? I wasn't having a go at anybody. I was wondering out loud if there is a SCIENTIFIC explanation for why the drug failed Ph1. Maybe they have a clear answer and aren't sharing it, maybe they don't have a clear answer. I'm largely uninterested in cancer until they can solve that problem.  

[scarlet1967]

My apologies I wasn't referring to you but other posters which lately have been naming and shaming the IR lady. It is pointless to criticize her as she is restrained by management regarding what she can or can't say.

[Jane101]

Hello Scarlett, You are right on the point! Everyone seems to forget she can only say what she is allowed to say and she must be so frustrated by people attacking her. I see that since she joined Cannaccord gave a target of $9 which gives market cap potential of $9x 95 mlns shares = about a billion market cap... Jones trading at $6 valuation also about 600 million market cap yet some of the

[Lee430]

I have been thinking the same thing, the issues we are concerned about with the IR efforts are coming from higher up the food chain NOT with Elif.

[PWIB123]

Another reason why I'm voting against all of them, again, and all of their proposals.  Let's be honest, if we all vote no, it won't change the leadership, but at some point, they have to start paying attention to investor needs.  I want them worried about one of the larger investors deciding to move against them and the outright abismal results they get from the annual

[Wino115]

You're right. I recall them talking about checkoint inhibitors quite a while ago (I think it's even mentioned in their pipeline oncology presentation from 2 years ago), and now it seems they've focused on the anti PD-L1 angle within the broader immunotherapy market. I didn't know enough about CPIs to connect PD-L1 to it.  This test was only on melanoma, but the CPIs are used

[qwerty22]

"On the other hand, I can see the ability to attract a partner purely on the CPI/TH1902 combo changing the entire dynamic in cold tumors if the data holds up strongly." For me there's a few more boxes to be ticked before that happens. Maybe they can get Merck to provide some free pembro for a trial but that would not amount to much, Merck does this with immeasurable numbers of

[palinc2000]

It used to be that big pharmas preferred to get involved at a much later stage of drug development before partnering even if it meant paying more... I think this is no more the case and  there are more and more deals for early stage trials. I wrote a few weeks back that THTX had only 2 options for the oncology platform :either put an end to the development or continue with a deep pocket

[scarlet1967]

I posted the below not long ago confirming what you said. In my opinion at times the investors were too optimistic about oncology and since the pause too pessimistic for instance Q was saying TH1902 will never be injected in another patient which at the time was a premature guess happened to be incorrect! I can understand lack of details of their findings/analysis have been being bugging him and

[qwerty22]

What was dominating my thinking when the pause was announced is that very often in biotech "pauses" lead to clinical programs being shut down. We had no details so I was mostly not basing things on specifics of THTX's situation just on my general experience of what happens in biotech. Obviously not all program shut down after a pause. Hopefully I said shut down was a strong

[qwerty22]

I would say that's true with really ground breaking technology, I wouldn't put SORT1 into that category (atm). Look on clinicaltrials.org there are many dozens, if not 100s, of combo trial with pembro. They mostly fall into the category I described. They've shown something in the lab and in mice, we know from experience that is far from conclusive. They probably need more. All

[Wino115]

With no numbers and past frustrations, I'd put my level of excitement in the mild category, for some of the reasons you've said - the lab v. human and failure to see lots of responses where there should have been more.  I'm looking more at the commercial side where you have everyone and their mother chasing to get in to immuno and this "luck" could attract something. I

[palinc2000]

I thought the Fast Track designation by Fda was akin to ground breaking but my bigger point is that THTX needs the support of a deep pocket Pharma in a short time to conduct any long duration clinical trial......In this case long duration is anything over 4-6 months maybe less .Big pharmas would/will get involved if they see a possibility of sucess even with high odds...

[Wino115]

I think it may be far more likely with someone trying to both get in to the anti PD-L1 market with their drug and to take some market share away or differentiating themselves in the market versus the Mercks and BMS's. Given the number of big/mid/small firms chasing the immunotherapy jaugernauts, it may make more sense.  I totally agree successful monotherapy results for TH1902 would help

[Mannequin]

This is the problem with both the NASH program and TH1902.  In both cases, they have proof something does what you think you would want, but in both cases, they cannot prove it. There is no intrerest.  It's all inferred with 10 years of HIV people using the drug and 10 years of safety data which seems to also show results that 'may' point to it being good for NASH. However

[Joemare]

A NASH deal would push the market cap at 500M$-1B$.  Why are they so quiet?