Theratechnologies Inc T.TH

Cytodyn down

[jfm1330]

Lost 50% in the last few days on marginal efficacy results with covid trial. Another proof the hard facts on humans always catch up with the pump, negatively or positively, it depends on the facts reported.

[ANALIAS00]

It is very frustrating to see a cie that we believe is undervalued but at the end, fundamentals will fix it. Lets hope TH's results will be positive. This will fix SP the same way it did for Cytodyn but with a curve on the opposite side this time :o)

[scarlet1967]

CYDY started their campaign for their one hit wonder drug based on soft data in October 2019. The SP rose from 0.35 cents to all time high $10 US. Since then it dropped and rose few times and now it dropped heavily due to fact they have to as per agencies request run an additional study for covid19 indication. To date they are valued almost 4 times more than THTX. So yes you can promote soft data

[jfm1330]

The question to ask is if you are the CEO of a company, do you want to promote it with real facts or on non facts, hope, promises? Also, higher SP does not mean better financing deal. Cytodyn were never able to finance since they left the penny stock area. Thera had to do a convertible when the SP was at 13$ per share. Why? Probably because nobody wanted to be part of a bought deal at such a high

[scarlet1967]

It seems to me to do financing on an artificially low price is even more silly. So all the preclinical results, record breaking sales, letter to proceed and fast track designation are not facts?Before your next response yes not human data for oncology and yes controversial phase 3 NASH ( not phase 2 or 1) but CYDY is just an example how among other companies who have successfully capitalized on

[Wino115]

I know this is off-topic but it's actually a lesson. They seemed to do the over-promotion stuff "well" (if you want to consider SP alone as an indicator) to a rabid retail investor base and the science explanations very poorly.  Hence the crater in the share. Oddly, seeing the release for their critical Covid trial, I actually read the study and the results weren't actually

[jfm1330]

28% reduction in mortality on only 62 patients that were critically ill. How many of these 62 patients were on placebo? To me it looks like unclear results on such a small sample.

[Wino115]

Right, I think that's the small group where the FDA told them to add more becuase of some kind of weird age skew and lack of sufficient critical patients (bad trial design I guess).  The stat that stood out to me is the entire sample where they compared the "common care patients" for both placebo and drug, so something like 300 patients were in that group, and they reduced

[jfm1330]

And by the time they will have real results, enough for approval, chances are that the pandemic in the US will be at much lower level. It is alrady down by a lot, and with expanded vaccination, it should go down even more. That being said, variants are still a worry, also, will enough people accept to get the vaccine. If the US administration is able to get to 80% or more vaccinated, real return

[Wino115]

Don't get me wrong, it's pure junk company and doubt they'll ever be there for HIV. I just thought it's an interesting lesson that in the end, you have to have the science and explain it accurately. Their fatal flaw is now exposed unless they restaff the place. By the way, that seekingalpha guy wrote that before the full report we all read. I'm in no way supporting those guys

[SPCEO1]

It is one of the nuttiest things I have ever seen. And I have seen a lot of nutty things over my 45 years of investing. It has been obvious forever that CYDY likely had nothing medically and were a financial basket case . Yet they were able to get a huge valuation from retail investors. TH has done so much better than CYDY but you would never know that from the stock performance.

[muslix1]

JFM you dream...80% or more vaccinated in America impossible... QANON think the are injected the 5G in the arm... all Trumpiste and red neck... Wow. a low 60 maybe

[Wino115]

As we saw, there are many irrational anti-science people here. I have a perfectly normal cousin-- college grad, real estate agent, 3 lovely daughters all in or through college, she refuses to take it.  Her recent quote was "biden can shove my vaccine up his ar$e"  in our otherwise pleasant family chat groups.  It surprised me but they are out there even where you wouldn

[jfm1330]

These vaccines are not 100% efficacious and anecdotal oddities can happen for some reasons. A nursing home is a very small sample all vaccinated from the same batch of vaccine, same people and material to do the injections. So if something was wrong there, all people vaccinated there have been affected. I prefer to look at very large sample like Israel where 5 millions people out of 9 millions are

[jfm1330]

The biden administration will not make vaccination mandatory, but they can required vaccination proof to be able to have access to stuff, like flying. So only the real conspiracy people will refuse it. The same apply here in Canada. You want to be silly? OK, but you will be restricted in some avtivities.

[Wino115]

From what I can see so far, it's just a stamped piece of paper you carry around down here. Nothing fancy and easier to forge than an ID. In Times Square, I can get you a valid drivers license for all 50 states and many foreign countries. I bought one for Hawaii for fun and, you guessed it, my name is .....McLovin.  Once there's enough vaccinated, I guess no one will really care about

[muslix1]

I think we have to trust Dr Fauci in USA end Dr Tam in Canada ... get vaccinated it's simple ... this not a republican or democrate story it's science i am waiting for my turn in few weeks

[Spartrap]

FWIW, I like RIGL's chances. Solid rationale established by independent research pointing at major role of the SYK pathway in covid-19-associated ARDS. Fostamatinib already on the market, could see EUA. Rigel runs its own P3, NIH runs a P2 with topline results expected in April.

[qwerty22]

I haven't looked at the cydy data but here's an analysis that uses the right tool set to parse this type of data, it doesn't read good. https://seekingalpha.com/article/4412192-cytodyn-parsing-failure