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 > Weekly Report Card

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Comment by longterm56on Sep 05, 2021 11:25am

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Post# 33815458

RE:RE:RE:RE:RE:RE:Weekly Report Card

Ii find it amusing that we (this board) push and push and push for THTX to do more promotion activities, and then when they schedule one we interpret it as bad news, i.e. no interest in NASH. -LT

qwerty22 wrote:
I know SPCEO has this 60 day rumour about when a deal will happen but to me it's much, much longer than that and I tend to think we are only at the start of the process. Making these guesses about wether the process is going well or badly doesn't make a whole lot of sense, like laying the foundations and deciding the house looks great.

The KOL event is there to shine light on a program that's flying under the radar. Maybe it's telling investors "you're going to be thinking about investing in cancer in the coming months but you're getting this shot at a blockbuster as well for free". Maybe they think there's some value to the partnering process to having two of the leading voices in NASH drug development speaking about their program, it's not the thing that gets deals signed but it can't be a bad thing. Having gone through this long regulatory process it makes sense to go into depth on where the program stands now.

palinc2000 wrote: The reasons for holding the KOL event can range from no interest at all and rhus teying to prop up the SP high enough to draw on the ATM to a lot of interest but too low financial terms which again would also require to prop up the SP
In the meantime of course we know that there is no deal....

quote=SPCEO1]I hope I am wrong but I struggle to see a reason for the KOL event if there were any substantial partnership interest. Or maybe there has been some interest but it has been too low on the financial terms and the purpose of the KOL event is to show they have support from investors to go it alone in order to get better terms from the potential partners.

Wino115 wrote:
Maybe ask for each KOLs view on a hypothetically good partner and why? Would be interesting to hear what aspects of the program they view as important to other players.

qwerty22 wrote: Do you think if somebody asked at the KOL event if anybody was in the data
room, taking a look at the program, they would answer that? Not who, just yes/no anybody in there?