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.

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Theratechnologies Inc > Stepped up their Corporate Presentation Game

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Comment by scarlet1967on Oct 30, 2020 1:32pm

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Post# 31813859

RE:RE:RE:RE:Stepped up their Corporate Presentation Game

You are correct the THTX is in the transition to become more of an R&D company and the future value drivers will be their R&D programs so they should start the presentation with those...

SPCEO1 wrote: I really do think this presentation is a huge step in the right direction. Still, there is always room for improvement so here are a few quick ideas:

1.) After a brief absence, the Trogarzo market size slide is back. Does TH really believe the numbers in that slide? If so, given the actual data and experience with Trogarzo which does not even come close to validating those numbers, it is disconcerting. If not, why is it in there?

2.) I know it is not the stadard operating procedure in such presentations, but I would lead with NASH and cancer and only mention Trogarzo and lipo near the end. The reason to own the stock is NASH and cancer, not lipo and Trogarzo.

3.) The ending is a bit abrupt. It is always good to reiterate your main points at the end of a presenation.

4.) Those main points should defintely include how overlooked TH's stock is and how the listener should basically mortgage the house to buy some before anyone else figures it out. A chart similiar to the efficacy data comparison chart only using market caps instead of liver fat improvements would be perfect.

qwerty22 wrote:
It really does feel like this presentation tells the story the way that we've come to understand it. And it just flows so well, this is what the company is asking people to invest in laid out in a clear, understandable way.

SPCEO1 wrote: Wino - you should be trying to figure out where/how you collect your consulting check from TH!

That is a first class corporate presentation - what we have been lookng for has finally arrived.

SPCEO1 wrote: Check out the new corporate presenatation - big improvement!

https://www.theratech.com/investisseurs/presentations-et-evenements/ew corporate presentation - big improvement!