Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs in HIV, nonalcoholic steatohepatitis (NASH) and oncology. Its medicines include Trogarzo and EGRIFTA SV (tesamorelin for injection). Trogarzo (ibalizumab-uiyk) injection is a long-acting monoclonal antibody which binds to domain 2 of the CD4 T cell receptors. It blocks viral entry into host cells while preserving normal immunologic function. The Company is also investigating an intramuscular method of administration of Trogarzo. EGRIFTA SV (tesamorelin for injection) is approved in the United States for the reduction of excess abdominal fat in people with HIV who have lipodystrophy.

TSX:TH - Post by User

Theratechnologies Inc

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Comment by SABBOBCATon Nov 12, 2019 9:50pm

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Post# 30342969

RE:RE:RE:RE:RE:RE:RE:RE:New Madrigal AASLD Slide on CV & NAFLD

Thanks SPCEO. I always appreciate the insights.

SPCEO1 wrote: I met with him shortly after the first top line results were released in the Spring. I noted I had gained a significant understanding about NASH because of our investment in TH, but that was about it. I did not get the impression he was aware of TH at that time, nor should he have been given the lack of data on Grinspoon's study and that it was HIV NASH. I suspect he knows more now since the Grinspoon study has been published.
SABBOBCAT wrote: Did you ebring up THTX with him? If so was he already familiar?
SPCEO1 wrote: I asked for a meeting with the CFO and he was kind enough to grant it. We are a small money manager so he could have easily have blown me off.

SABBOBCAT wrote: Did you approach him or did he approach you?

SPCEO1 wrote: No, I have only met with MDGL's CFO so far.

palinc2000 wrote:
Have you met their CEO?

SPCEO1 wrote: Anyone else notice a very big difference in quality between MDGL's presentation and a TH presentation? MDGL is a very well-managed company. I have met the MDGL CFO and he is very impressive. TH is great and I respect all they have done, but these two companies are just in two different categories of excellence. It is one reason why I would love it if MDGL saw value in Egrifta and made a stock bid for TH as I feel the chances of Egrifta reaching it maximum potential would be much higher under MDGL's stewardship. Now, that is just wishful thinking, but when I see their presentations or meet with their CFO, it is only natural to desire such an outcome.

That is all off topic, but it is the first reaction I had to looking at the MDGL presentation. Hopefully, TH can learn something from them.

Wino115 wrote: Here's the slides presented today talking about Cardio risk and relationship with NAFLD. Some strong slides also saying there's a need to act. I haven't really read them thoroughly.

Madrigal MAESTRO NAFLD & CV Risk