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Theratechnologies Inc. (TH.TO)

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3.0100+0.1200 (+4.15%)
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  • H
    H
    The problem with TXTX is that the future always looks bright but the stock always does so poorly. Longtime shareholders have lost their shirts!
  • S
    Scarlet1967
    Potentials
    So to sum it up the drug had over 100 per cent YOY sale growth yet it can cost about US 10 k every three weeks. With half the patients taking it for 7 or more months it can generate revenuers at about 100k per patient per year. 
    The drug is currently labelled for breast cancers with at least two previous HER2 treatments for metastatic breast cancer, effective(progression free survival 8.5 months, overall survival 18.2 months but some safety issues(mostly blood related ,neutropenia, anemia, leukopenia..) so it wipes out both white and red blood cells causing opportunistic infections and fatigue etc. which seems to be within the safety zone of authorities for approvals for metastatic cancers! now they can expand the label as the protein is over expressed in only 20 per cent of breast cancers therefore much bigger targeted market!
    My take from all the below low bar in terms of severity of adverse effects for late stage cancer drugs so a well-tolerated drug will be a significant advantage not only in the approval process but also financially adding 5 or more months PFS, 10 or months OS will be more than sufficient to satisfy the authorities and quite lucrative growing revenues if and when a drug is approved. If and when the drug is approved the follow up studies can possibly expand the label significantly. These are the potentials of TH1902 which can multiply based on each cancer they are targeting.
     
     
    “Enhertu was approved in late 2019 and has global revenues of $426 million in 2021 ($202 million in 2020)”
    https://www.drugs.com/price-guide/enhertu
     
    “In this trial involving patients with HER2-low metastatic breast cancer, trastuzumab deruxtecan resulted in significantly longer progression-free and overall survival than the physician’s choice of chemotherapy.”
     
     
    Trastuzumab Deruxtecan in Previously Treated HER2-Low Advanced Breast Cancer | NEJM
     
    More from AZ!
    “Susan Galbraith, Executive Vice President, Oncology R&D, AstraZeneca said: Today’s results represent a pivotal moment demonstrating the potential for Enhertu to redefine the treatment of HER2-targetable cancers. DESTINY-Breast04 validates targeting the lower end of the spectrum of HER2 expression, since Enhertu reduced the risk of disease progression or death across all types of patients in the trial by half, and reduced the risk of death by over a third.”
     
    The efficacy!
    “In an exploratory analysis of patients with HR-negative disease , median PFS was 8.5 months with Enhertu versus 2.9 months with chemotherapy  and median OS was 18.2 months with Enhertu versus 8.3 months with chemotherapy”
    Side effects!
    “The safety profile of Enhertu was consistent with previous clinical trials with no new safety concerns identified. The most common Grade 3 or higher treatment-emergent adverse events were neutropenia (13.7%), anaemia (8.1%), fatigue (7.5%), leukopenia (6.5%), thrombocytopenia (5.1%), and nausea (4.6%).
    Interstitial lung disease (ILD) or pneumonitis rates were consistent with that observed in late-line HER2-positive breast cancer trials of Enhertu with a lower rate of Grade 5 ILD observed, as determined by an independent adjudication committee. The majority (10%) were primarily low Grade (Grade 1 or 2) with five Grade 3 (1.3%), no Grade 4 and three Grade 5 (0.8%) events reported.”
     
    https://www.astrazeneca.com/media-centre/press-releases/2022/enhertu-efficacy-results-in-her2-low-breast-cancer.html
     
     
     
     
    Dosage and pricing:
    “The cost for Enhertu intravenous powder for injection 100 mg is around $2,563 for a supply of 1 powder for injection, to treat HER2+ breast cancer, in most cases your dose will be your weight in kg multiplied by 5.4. For example, someone who weighs 150 lb (68 kg) would receive a dose of 367 mg of Enhertu.
    Enhertu is typically given once every 3 weeks. You’ll continue taking it for as long as your doctor prescribes. You’ll likely continue treatment with Enhertu until your cancer gets worse or you develop side effects that affect your daily life.
    The length of Enhertu treatment can vary. It’s possible that you may take the drug long term. In clinical studies, at least half of the people using Enhertu took it for 7 months or longer.”
    https://www.medicalnewstoday.com/articles/enhertu#dosage
    Compare Enhertu prices, print discount coupons, find manufacturer promotions and details on available patient assistance programs.
    Compare Enhertu prices, print discount coupons, find manufacturer promotions and details on available patient assistance programs.
    www.drugs.com
  • S
    Scarlet1967
    Mary Crawley Cancer Research
    TH1902 for Cancer of Pancreas
    TH1902 for Cancer of Pancreas
    It looks like Mary Crowley Cancer Research started requiring:
    “An interactive map to display trial locations for Mary Crowley Cancer Research, Gettysburg Cancer Center, Cedars-Sinai, University of Texas MD Anderson Cancer Center, and 2 more locations.”
    On the screening subject:
    “This trial has approximate timelines as follows: 3 weeks for initial screening, variable treatment timelines, and reporting: Up to 24 months.”
    On the outcomes:
     
    “This trial is evaluating whether TH1902 will improve 3 primary outcomes and 2 secondary outcomes in patients with Cancer of Pancreas. Measurement will happen over the course of 6 weeks.
    Efficacy in patients
    6 WEEKS
    Anti-tumor activity (efficacy) will be assessed in all patients. Determination of the antitumor activity of TH1902 as per Response Evaluation Criteria in Solid Tumors (RECIST 1.1).
     
    Incidence of Treatment-Emergent Adverse Events (Safety and Tolerability)
    THROUGH COMPLETION, AN AVERAGE OF 12 WEEKS
    Toxicities will be assessed in each patient by tracking the occurrence of graded Adverse Events (AEs). AEs will be graded according to the National Cancer Institute Common Terminology for Adverse Events (NCI CTCAE) v5.0.
     
    Maximum tolerated dose (MTD) of TH1902.
    UP TO 21 DAYS
    The MTD will be defined as the dose level at which no more than one of six patients experiences a dose limiting toxicity (DLT) after 21 days of treatment have occurred, with the next higher dose having at least 2 of 3 or 2 of 6 patients experiencing a DLT.
     
    Plasma concentration
    48 HOURS
    The plasma concentration will be measured as part of pharmacokinetic (PK) testing.
     
    Recommended Phase 2 Dose (RP2D) of TH1902.
    UP TO 24 MONTHS
    The RP2D will be determined following the determination of the MTD and an overall assessment of safety as determined by the Safety Committee.”
    Now they have already announced the MTD so to me it sounds like the RP2D could still be adjusted during phase 1b!
  • S
    Scarlet1967
    Cedars Sinai has now started recruiting! ? Study No.?TH1902-CTR-001 ? Principal Investigator?Mita, Monica ? Phase?I ? Study Name?TH1902-CTR-001:A Phase 1, Open-Label, Dose Escalation Study of TH1902 in Patients with Advanced Solid Tumors and Expansion in Patients with Triple Negative Breast Cancer (TNBC), Gynecological Cancer, Colorectal Cancer, and Pancreatic Cancer (IRB#1343) ? Cancer Type#$%$ Breast; Cervix; Colon; Corpus Uteri; Esophagus; Eye and Orbit; Kidney; Larynx; Lip, Oral Cavity and Pharynx; Liver; Ovary; Pancreas; Prostate; Rectum; Small Intestine; Stomach; Thyroid; Urinary Bladder�Protocol Summary
  • A
    Anonymous
    Lancet HIV
    . 2019 Dec;6(12):e821-e830. doi: 10.1016/S2352-3018(19)30338-8. Epub 2019 Oct 11.

    Effects of tesamorelin on non-alcoholic fatty liver disease in HIV: a randomised, double-blind, multicentre trial

    Three years wasted. Who's accountable?
  • G
    Gary
    The Worst stock I have every bought in my lifetime $10 to $3 and not looking at any upside in the near future.
  • P
    Paul
    Since Yahoo won't let you share a website here, Google search "cantech theratechnologies letter" and look for the report on April 11 showing a $6.20 price target.
  • S
    Scarlet1967
    There were a meeting between some large institutional holders and the company last Thursday. One of the institutional holders posted a summary of it on the Stockhouse message board and I encourage the shareholders to check it out.
    Among others the CMO suggested that they are aiming at having late stage cancer patients on the drug for as long as “10 cycles”! That is quite a statement. So overall good tolerability. Would they aim for such a prolonged treatment for late stage cancers if they had serious/even less serious adverse effects so far? What else can this possibly mean, good on target/off target delivery ratio (better affinity to the sortilin)? Higher intracellular concentration of the docetaxel (by passing the efflux and less free floating docetaxel in the plasma)? Higher potential efficacy due to higher intracellular concentration of docetaxel for longer period of time? Note most cancer drugs are tolerated for fewer cycles specifically for late stage patients and often they have to reduce the dosage considerably or/and discontinue the treatment due to side effects. Interpret it the way you want but to me it is quite an ambitious goal, a sign of confidence so far based on the data they have collected.
  • P
    Paul
    Great news! Basket trial begins on all sorts of cancers and MTD set at 300mg, which appears to be a safe, tolerable dose. And up to 10x concentration in cancer cells!
  • A
    Anonymous
    Going in the right direction. Baby steps, but, important steps. Any word on when we will have a glimpse of efficacy? September 2022?
  • v
    victor
    Anyone know this quarter earning per share?
  • A
    Anonymous
    I may have become really optimistic with THERF. AACR reading, P1 result rumours, quarterly update.....I think it my have a 1B$ market cap this year.
  • A
    Anonymous
    CLINICAL USE OF DOCETAXEL

    Docetaxel injection is used to treat advanced or metastatic (cancer that has spread) breast cancer in patients who have previously received other cancer medicines that did not work well. It is also used together with other medicines (eg, cyclophosphamide, doxorubicin) to treat node-positive breast cancer that can be removed by surgery.

    Docetaxel injection is also used to treat advanced or metastatic non-small cell lung cancer (NSCLC) in patients who have previously received platinum-based cancer medicines that did not work well. It is also used together with cisplatin to treat advanced or metastatic NSCLC that cannot be removed by surgery in patients who have not received any cancer treatment for lung cancer.

    Docetaxel injection is also used together with prednisone to treat metastatic castration-resistant prostate cancer (prostate cancer that has spread and is resistant to medical or surgical treatments that lower testosterone).

    Docetaxel injection is also used together with cisplatin and fluorouracil to treat advanced stomach cancer (eg, gastric adenocarcinoma, gastroesophageal junction adenocarcinoma) in patients who have not received cancer treatment for their advanced cancer.

    Docetaxel injection is also used together with cisplatin and fluorouracil as first treatment for advanced squamous cell carcinoma of the head and neck (SCCHN).

    What Docetaxel Is Used For:
    Approved in treatment of breast cancer, non-small cell lung cancer, advanced stomach cancer, head and neck cancer and metastatic prostate cancer.
    Also being investigated to treat small cell lung, ovarian, bladder, and pancreatic cancers, soft tissue sarcoma and melanoma.
  • Y
    Yahoo Finance Insights
    TH.TO is down 6.21% to 3.02
  • P
    Paul
    For the first time in a while, I feel like we are finally truly on the cusp of hearing really positive news from those Ph. 1a TH-1902 results. 4 weeks and counting down.
  • v
    victor
    May be something we don’t know until tomorrow!
  • A
    Anonymous
    Confirmed one week prior to an investors presentation, I assume data of Phase I will be annonced very shortly. I guess as per their last time-line, end of April. Let's hope to see a NKTX effect............
  • K
    Kev
    Momemtum is back Strong buy
  • Y
    Yahoo Finance Insights
    TH.TO is down 6.92% to 2.96
  • H
    H
    I warned everybody 3 months ago that this might see sub 2.00$ and it looks like it’s headed there.