Theratechnologies Inc T.TH

Timing of trials

[SPCEO1]

In the link below to an article that came out related to this week's press release, Paul said they are commmitted to getting two IND's filed by year-end and will start trials "as early as Q1". I am presuming he means the NASH phase III IND and one cancer IND but I suppose there is some tiny risk he is talking about two cancer IND's getting filed by the end of 2020.

Getting those trials started by the end of March 2021 now looks like the best case scenario with the most likely case being in the second quarter.

My best guess is they are hoping to get both the NASH phase III and the TNBC phase 1 started, present some compelling info at AACR on cancer in April and do a fund raising shortly thereafter as the share price reacts positively to all of that news. Ideally they would wait until they had phase I cancer results to raise money but they would likely have burned through much of what they currently have by then so the rsik of waiting that long would be too great.

https://themarketherald.ca/theratechnologies-announces-new-findings-for-its-lead-investigational-compound-th1902-for-the-treatment-of-several-additional-cancers-2020-12-09/

[SABBOBCAT]

I think Paul and TH need to be clearer in their communication. Right now it seems they may be mixing terminology that clouds the picture for those of us looking to establish a timeline. In reading the terms "year end" or "in Q1", I would interpret that as fiscal year terminology that refers to November YE and February Q1. On the other hand specifics of before the end of

[SPCEO1]

I have an easy fix for that - TH should change its reporting to a calendar year end from November year end. For analysts, it makes life so much easier. Meanwhile, I think you can assume that he is using normal calendar terminolgy and not fiscal year terminology. But I could be wrong about that as they are not always consistent on that and it has caused me some confusion in the past too.

[palinc2000]

Q-1 has to mean THTX Q-1 Not calendar year Q-1

[SPCEO1]

I wish you were right but since that article came out after the end of the fiscal year, ,Paul must be referring to the calendar year end when he spoke about being committed to getting those protocols in by the end of the year. If not, he would have said that they successfuly achieved their objective already, right?

[Wino115]

When I used to ask management's why they don't have a FY coincident with the CY, the prevalent answer was they can save a decent amount on the accounting fees.  I guess you're helping to spread the load for the firms that predominantly want CY=FY. Conventions around the world are all very different -- Aussy is mostly June30, Japan is Mar30 as are many in Europe.  If they