Theratechnologies Inc T.TH

New Press Release - Theratechnologies Initiates Increased Dose Level in Phase 1 Clinical Trial of Sudocetaxel Zendusortide in Advanced Ovarian Cancer

Medical Review Committee approved initiation of recruitment of next cohort of patients, in alignment with dose optimization protocolFirst patient out of six already enrolled and treated with initial dose of 2.50 mg/kg/dose MONTREAL, March 21, 2024 (GLOBE NEWSWIRE) -- Theratechnologies Inc...read article.

[Joemare]

OK, it's not bad news today.  Marching forward.

[Mannequin]

They should have added "we cure mice cancer".

[PWIB123]

I read the bad news into Marsolais statement of, oh, hey, by the way, we're still looking for that lifeline in the form of a partner to keep this thing going.  All leadership who has put him in a position of having to make a statement like that needs to go.  The only way they get that lifeline is if the results are dramatically different, and even still they've lost quite a bit

[palinc2000]

I had not seem your post when I posted mine. I share the same feeling  

[jfm1330]

You don't talk about looking for partnership if you are sure it will fail. No partner will make a deal if there is nothing there. That's a positive way to look at that statement.

[palinc2000]

You dont talk about partnetship if you think success is 5 patients away What they are saying is that we think there is still a long way to go to prove that we have a winner and as you know we dont have the funds nor the team to carry that to fruition ....This is very similar to Katana s approach 6 years ago and even before ... It is time that this long winded project be transferred to  

[palinc2000]

The market cap of THTX would be at least 6 times greater than todays just based on revenues and right focus if Marathon was not there and if RD not draining the Company  

[Qwerty54321]

Here's all my guesses! My memory, I might be wrong, is they didn't rush out the three meh responses from part 1. It wouldn't be surprising if they got something that's the equivalent to that in the lower dose of part 3. You might think if they had some sort of clear, strong response they'd be keen to signal that so maybe rule out that. Assuming a great deal of caution here

[palinc2000]

Qwerty What would be the low bar for the new 6 patients to create enough interest for a partner... IE is one patient with some response enough?  

[juniper88]

The biggest help for ovarian cancer patients in the last couple of years have been PARP inhibitors for BRCA positive women.  After my wife's last PR in the summer of 2021 the doctors at Princess Margaret put her on it even though she wasn't BRCA positive.  $8k/month.  We were told that some women had  stable disease for up to 3 years.  It doesn't produce a PR

[Qwerty54321]

From this point forward how do you play a drug that only has long term stability given the state of affairs at THTX? Long, drawn out responses sound slow and expensive to get the data you need to keep going. I'm not discounting what you say but they must be hoping for PR/CR. You have to remember the MOA of this drug, it's basically just a smart delivery system for a chemo. If the smart bit

[juniper88]

QWERTY, I agree with what you are saying and I certainly hope for some PR. This can't go forward without help.   TH1902 basically works on cell with the sortilin receptor. I guess is that in mice most cells had that, in humans it is much more heterogeneous. My guess (based on talking with oncologists dealing with ovarian cancer and doing a lot of reading), that killing the stem cell

[Qwerty54321]

After I posted I had pretty much the thoughts you express here. It could be that it's mostly stem-cells, vessel forming cells etc that the drug is targeting. So I guess you could have a situation where you are stopping new tumour growth but not killing already established tumour masses, that would mean stability. That points to the more broader activity that was expected not materializing. The

[Trogarzon]

It's a bit ackward but that's just Thera.  They are like the rainman of PRs.  It's possible we get some signs in the next part3 leg of P1.  After that it depends on the cash on hand or lack of.  The P1 data should be available q1 2025 and that,s when you could expect a deal if results are good.  Before that it could just be a Katana version of the past like

[PWIB123]

I wish I could exude that level of positivity, but with missed timelines, having to pause THTX after Marsolais once said on a conference call that he was certain they would achieve the outcomes expected, The F8 blunder, and financial mistake after mistake, I have no confidence in what they think or any reason to believe anything they tell us that they want us to think. Having to remind companies

[Trogarzon]

The worst has to be that it all goes to sh...t and that they run out of money.  The good news is that's what it's pricing at the moment.

[palinc2000]

No mention of any efficacy data in the first 6 patients at lower dose Seems odd that the PR makes a statement about looking for partners( my interpretation)