Theratechnologies Inc T.TH

Taimed's Conference May 31 of 2021

[stock38]

Dear all

Is there anyone who can tell me the reason why the sales of Trogarzo is so bad. I have some guesses and do not know right or not. Would appreciate to have your comments and instructions.
 
1. Both Taimed and TH said loudly at the beginning that Tro.is a 
    life saving drug  about 10000 to 15000 people are waiting it to 
    save lives. But the truth is that these people did not die without
   Tro. They actually can use current drug other than Tro.and still
   live well (maybe no well owing to the side effect of the drugs
   they were using). So this lifesaving disclosure is over 
   exaggerated or only kind of propaganda anyway( in this case
   the blame should be put mainly on Taimed who is the 
   procducer.
2. Most MDR patients were underprivileged groups. Maybe 
    already lost their jobs and live miserably , so they can not buy
    insurance to cover Tro. If they apply to social assistance , they
    have to struggle to get permission which is no easy
    cause the budget is limited. In short , Tro.is good but the
    patients could not afford it. So the good efficacy means little for
    customers. The sale prospect is very dark it has few chance to
    go further.
3. TH was unable to promote Tro. either because of their sale
    force or unproper strategy or both. In this case people may
    wonder if NASH project develops well, can they sell it well .
    Of course they can sell loyalty to others, that is another story.
4. Now Taimed and TH are developing IV push and IM push. Do
    these two kinds  of injection really help sales a lot or just let
    patients have more options.
5. TH made some payments to Taimed with their shares. I do not
    know exactly how much shares Taimed has . But I once asked      CFO of Taimed , why they did not charge TH with cash. He
    told me Taimed also paid their loyalty fee to other firms
    with shares and finally they got five times profits because
   Taimed shares went  high. Since Taimed was so confident
   about Tro. They even issued a statement that permit their staff
   have the right to buy Taimed's share at the price
   of  NT$180/share.The report showed that both CEO and 
   CFO bought many shares at this price(they do not sell till
   now). And now since the sales of Tro.is so frustrating that TH
   and Taimed's share plunged and plunged heavily. Right now
  Taimed's price is only NT$70 and the statement  became a
  sad joke.
6. I ho not know exactly how much shares of TH Taimed has.
    But the CFO told me once that if TH increases C$1.--, Taimed
    will benefit about 45 millions Taiwan dollars . so these two
    companies really bind together. You can imagine that Taimed
   already lost lot of money in TH’s share.

Thanks for your attention for reading this long letter
    Stock 38 from Taiwan

[scarlet1967]

I totally agree they should have straighten up the expectations of Trogarzo’s sales when they quite quickly realized their market projection was too high rather than waiting almost a year so both company’s lost some credibility right there and it was strategically wrong decision, THTX has now a plan and I certainly hope a more clear shareholder communication is part of it. As for sales it is not

[SPCEO1]

Thanks again for your Taimed update.  Please see my responses in red below:

[jeffm34]

On December 31, 2020 Taimed owned 2,369,582 shares of TH

[qwerty22]

Great answers, my focus is mostly on 1) to explain Trogarzo's poor sales. Research has come out since launch, mostly sponsored by Viiv, to get a better understanding of the MDR population. That research shows these patients are far more stable in their viral counts than was previously thought. That stability came with the launch of drugs such as Dolutegravir in 2014. It was known this drug

[stock38]

 THANKS TO SPCEO/QWERTY /SCARLET /JEFFM FOR YOUR COMMETNS on MY QUESTIONS.           Especially appreciate Spceo for your great answers para by     para in detail and Qwerty’s sharp analysis of the market     structure.  I believe all Taimed’s investors will benefit from your     answers.  For your