Theratechnologies Inc T.TH

New corporate presentation is on the website

[SPCEO1]

Leading with oncology now.

[scarlet1967]

Well many people here said they should start the presentation with the R&D programs long time ago, they should be a head of everyone else anyways I forwarded the NT article posted by Wino and my own post re risk adjusted NVP. One of these days she will give in.

[Lee430]

Unfortunately, you are likely on her ignore list by now, maybe some flowers with a nice motivational note would get her attention.

[qwerty22]

Seems to me they are re-emphasizing HIV NASH again (were they calling it "general and HIV NASH" before???). "Assessing EMA strategy" seems far more vague than their strat with the FDA, it doesn't even necessarily suggest there is a concrete interactive process going on with a defined targeted outcome (I feel much more confident that is what is happening with the FDA). My

[SPCEO1]

They need to get the stock price up and leading with your "sexiest" program is likely the reason for that. But maybe they have also seen something encouraging in the early bloodwork from the first patient that makes them feel more confident as well. Notice the additional cancers on the list now too - the list keeps growing with each presentation, which is good. There is clearly more

[qwerty22]

To me it's sexy because it's active, and the only thing stopping NASH being sexy is it isn't. In fact NASH will be big and sexy if they get it moving and should leapfrog cancer once it happens. OK well I got to ask what are the 2nd hand sources saying is going on in Europe?

[SPCEO1]

I suppose I have greater faith in the market than either you or THTX (who shares your view that the trial needs to start before investors will give any a ttention to it) with regards to its ability to recognize that NASH is the real deal well before the trial actually gets started. But, thus far, I ahve been wrong on that front and you and the company have been right. I believe that is because the

[jeffm34]

The potential market for TH's oncology program is multiple times larger than its NASH program.  The only way NASH leapfrogs oncology is if they get bad phase 1 results for TH1902

[SPCEO1]

It is too early to say anything definitive about that as we don't know how successful the cancer trial will be and the NASH market is potentially huge (and it is not hard to see it getting even bigger as the research continues to highlight the connections to CVD, among other issues) and no company has yet taken control of serving the NASH market yet.

[jeffm34]

No it's not too early to say anything about that. That's why I said "potential" market.  Potential means best case scenario. TH's actual "potential" market for NASH is much smaller than most people here think and is multiple times smaller than TH's "potential " oncology market. 

[SPCEO1]

Don't get me wrong, I agree with you regarding the perceived potential at this point. But I have been around long enough to know that things never seem to work out exactly as we expect. Sometimes better than expected and sometimes worse. Hard to know in advance how things will ultiamtely shake out.

[stockman75]

Still early but seems a good indicator that things are going well with the first oncology patient.... I doubt the company would put oncology front and center if early indications were pretty lousy with patient 1.