Theratechnologies Inc T.TH

Get on with it!

[scarlet1967]

 

 

 

This was published today so yes more and more exposure in China. 

 

“3. Theratechnologies: TH1902

TH1902 is a polypeptide drug conjugate (PDC), which is formed by coupling the docetaxel molecule to the side chain of the lysine of the polypeptide molecule TH19P01 (targeting SORT1). In January 2022, Theratechnologies announced preliminary phase I clinical data of TH1902 in solid tumors. The results showed that when TH1902 reached a dose of 300 mg/m2 (corresponding to 1.5 times the dose of docetaxel), no patients had grade 2 side effects; when the dose reached 420 mg/m2 (corresponding to 2 times the dose of docetaxel) , the first patient developed grade 4 neutropenia. Theratechnologies is a biopharmaceutical company focused on specialty therapies addressing unmet medical needs in HIV, oncology and NASH.”

 

Well if there are Chinese interest for their oncology program now why would the company want to wait longer if they didn’t anticipated some sort of good results from phase1? Why take the chance? I would close a deal early and de-risk the program right now. As for the SP it is a disaster so is their IR efforts so once again stop the low profile strategy and allocate resources to the important capital market engagement. Your monopolized interactions with certain institutional investors comes with the price of the 75 per cent current retail investors are bailing out thus declining valuation. If you have Chinese companies who are interested yet you want to wait to me that is a sign of confidence share it with all of your investors so they stay put rather than selling at these levels. Go out there share it with new investors, create interest/willingness to invest in a high risk high reward company with a bonus of having a commercial operation.Those institutions who added to their positions and many long term shareholders surly won’t be happy to see the declining valuation so get on with it or face the music at the next AGM. I for sure haven’t seen enough meaningful signs that efforts have been made to re-engineer the company. Your IP has been down during the last year for weeks if not months! How is that possible for a public company? Your messaging strategy is limited to your own LinkedIn, Twitter and YouTube accounts and quite frankly boring and not convincing enough to sell yourself, your story, the prospects of the company etc. THTX went through a transition process now both a R&D and commercial company a reborn organization but not many are paying attention or are convinced so first get folks attention and then confidently market the company. I hope someone somewhere is paying attention.

 

https://www.163.com/dy/article/H2K2V6740552Q7S2.html

[Trogarzon]

I still beleive they have something valuable in this company but I don't beleive they are capable of translating that into share appreciation anymore. Some lucky company will eventually make a good deal on Th.

[ANALIAS00]

That is the point. Unfortunatly they are "also" and "mostly" acting like there is very low hope in their phase 1a result. That is the only conclusion I am willing to believe at this point. Even if they positively surprise us eventually they are still letting the investors selling there shares. What is worse, over promoting or poor ptomoting ? If they are fair, there is nothing

[Biobob]

I agree.  I don't like the feel of this lately.  They've been talking Trogarzo sales team lately.. folding back on legacy drug maybe.  Anyway, if th1902 is not working it won't be 70k shares flying out the door but Soleus 8%stake.  

[SPCEO1]

How is it you have concluded TH-1902 is not working when all the available evidence suggests the opposite? Don't get caught up getting emotional over the stock price performance - stay focused on what is actually happening in the phase 1a. Yes, the share price is irritating but people sell for all kinds of reasons, including when they let their emotions get the best of them.