Theratechnologies Inc T.TH

Stepped up their Corporate Presentation Game

[SPCEO1]

Check out the new corporate presenatation - big improvement!

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

[scarlet1967]

Much better, they eventually put the slide with other Nash companies in there also few words why their approach is innovative and different note it says the phase 3 is ready....

[SPCEO1]

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. 

[scarlet1967]

As Wino and others suggested HIV liver due to ART is harder to treat. "First-in-class MOA with an upstream approach to underlying causes of NASH De-risked, late stage clinical program with demonstrated proof-of-concept Statistically significant results in a harder-to-treat patient population, driving optimism for efficacy in a broader, non-HIV patient population" I really like these

[Wino115]

I would agree it's a massively better presentation. I know you're being tongue in cheek, and while I would like to offer some bit of congratulations to this Board and it's ideas that may have seeped in there, I do think that it really shows LEAH/Dubuc/Levesque actually do get it. While we may have pushed here and there, if we assume these are ideas that have been percolating around

[Wino115]

Read it all.  A few other points. 1. It's ok to list your market cap and some simple valuation characteristics.  Perhaps a Price/Sales, Price/EBITDA or something to highlight the massive undervaluation. Once again, they need to really quickly create an interested investor audience and it needs to be hit over the head with all this science, the opportunity, and the price of

[scarlet1967]

"I notice there's no mention of working over the years with MGH/Harvard Medical and Grinspoon.  I think that helps bring in some KOL credibility.  Don't ever underestimate how the world looks at Harvard.  And Grinspoon is your rock-star, so give him some ups.  I'd even list the scientific advisory group you have for each therapy area." That is among

[qwerty22]

If we are nit-picking.  1) p14 rationale supporting..... slide. I'd add to the unique MOA column a fourth tick "unique and well-understood MOA offers opportunity for a rational approach to drug combo'ing" 2) The competitor slide - add market caps of companies. 3) One way to further join up the MOA to the drugs clinical effects might be to talk about the effect of

[Wino115]

By the way, that weird cell diagram is not really annotated or described.  Maybe the notes they will state incorporate it somehow, but without that, it's just a weirdly colored blob that no one will really understand.   Your point on the IGF-1 is important and also links them up to some of what Novo Nordisk is doing.  So if anyone hears what's happening there, they'll

[qwerty22]

The nice part of that diagram for me is the written flow chart in the center going from Lipo toxicity thru to cirrhosis and the ways GH and IGF-1 intersect with each step, they probably could drop the cell image even though it's pretty and just focus on the human body and text.

[jfm1330]

I agree it is a better presentation, but I still doubt that this is as important as some think here. We did not learn anything really new in it. You will tell me that it is not every investor that is following the company as closely as we do here, and that now there is an easy to consult document summarazing all the key points about the company. Yes, it's true. But who will go to Thera's

[SPCEO1]

These presentations actually are important for insitutional investors, so it is very good they have upped there game. They are listed on NASDAQ and their presentation now is quite comparable to other NASDAQ listed biotechs and no longer looking like it comes from a small Montreal-based company that doesn't know it way very well around Wall Street. You are right that there was no groundbraking

[scarlet1967]

Slide 22, "• Trial designed to support potential accelerated approval". Well they not only are confident but the protocol is designed for accelerated approval!!??

[scarlet1967]

Accelerated Approval Share Tweet Email   When studying a new drug, it can sometimes take many years to learn whether a drug actually provides a real effect on how a patient survives, feels, or functions. A positive therapeutic effect that is clinically meaningful in the context of a given disease is known as “clinical

[palinc2000]

Paul has a lot riding on the Phase 3  protocol obtaining approval from FDA and maybe EMA . I believe this is the first time that he has shown optimism in getting FDA''s spproval. I must add that I am very pleased at Paul's reaffirming that he sees a great future with Trogarzo. Third quarter  drop in total sales were a big disappointment for me and the market but Trogarzo s

[jfm1330]

Since survival is not an endpoint like in cancer trials, I don't see what could be a surrogate endpoint in NASH. In the case of NASH an accelerated approval is more likely to be given based on interim analysis of the data by an independant panel that would be authorized to access the blinded data at some point during the trial.

[qwerty22]

Accelerated approval is a feature of the whole NASH indication. It exists because drugs are approved based on Nash inflammation and fibrosis which ARE the surrogate endpoints. That is why every NASH company following this surrogate pathway has to commit to a long/large Ph4 based on the actual real clinical endpoints of all cause mortality/end stage liver outcomes/CV events. You seem to be

[scarlet1967]

https://www.globalengage.co.uk/nash/Omokaro.pdf

[Wino115]

Very interesting find. I noticed two things. Seems to be a tacit acceptance of adaptive trials with interim reads given there's nothing out there.  And this was written in 2016, so I would assume that prediliection is still there. Second, whole first section under considerations is SAFETY and damage to liver.  That seems to count an awful lot for regulators, and should in the THTX

[qwerty22]

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]

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

[scarlet1967]

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...

[SABBOBCAT]

They really hit home the Q4 submissions for NASH and Cancer. With only a month left in the Fiscal year they must be feeling good about the submission or they would not have pressed the point so hard. That is exciting news for us as we should hear news in the next 60-90 days. One thing is for sure, year end financials are now due by the end of January (as per SEC rules), so we can be fairly