Theratechnologies Inc T.TH

My best guess

[SPCEO1]

So, this financing takes care of the convert ($60 million drawn down by 6/23). But it does not provide funding for any early phase II cancer trials. So, we could still see some equity issuance if TH-1902 does well in phase 1b, which should come at a higher price if TH-1902 shows promise. if not, and it needs to be retooled first, then there may be no need to raise new funds as Egrifta sales are going well and they likely have a 95% gross margin on them, which should provide a lot of money to run the normal operations ex new clinical trials.

[qwerty22]

If th1902 is working you can probably add in a China deal. So if it's $2 mil deal yesterday. And $100 mil today. Then what tomorrow?  

[qwerty22]

Efficacy? These guys have essential had an insider look at what's going on right?

[SPCEO1]

Let's hope so. The deal could have been centered around Egrifta's revenues though and not TH-1902's prospects, so they may not have gotten that look. But Marathon are not fools, so it seems safe to presume they did their homework on TH-1902 too.

[SPCEO1]

That would certainly be helpful and perhaps is likely but one would think the majority of any c ash that would change hands in a China partnership would be in the future and as a result of milestones being reached. But whatever upfront payment might be part of such a deal can't hurt. We still need an equity offering at some point to get analyst coverage for the stock. The lame response in