Theratechnologies Inc T.TH

Novel precision technology

[palinc2000]

https://seekingalpha.com/news/3896590-ideaya-biosciences-a-buy-at-citi-on-promise-of-synthetic-lethality-for-precision-oncology

[Wino115]

This is the kind of analyst headline we would hope to see if SORT1 proves itself in humans and a decent biotech/oncology analyst picks up coverage because of the oncology pipeline potential. By the way, almost all new oncology therapies are "novel precision oncology" drugs --just as TH-1902 is.    If we see a headline like this, I would hope an analyst would make the

[Lee430]

I know this is putting the cart WAY before the horse, but it seems to me that if this SORT1+ platform works well or as intended then, the potential is so enormous that Thera would need to stay whole and simply partner or license out what makes sense as the value would be so high relative to some of the examples discussed here that who could afford a takeover offer? As I have said a buyout is my

[stephanedodier]

Lee430, I am also bullish on THTX but the thing that I dont understand is if I was a big pharma and looking at SORT1 as a potential game changer, maybe I would buy under the radar up to 10% of THTX right now on the open market just to get ahead of a potential buyout ? 10% of $200M is pocket change for Pfizer ? The fact that big pharma are waiting to get a slice of THTX is puzzling me.... Any

[SPCEO1]

Because TH-1902 has not been proven to work yet. As has been stated here previously, Big Pharma would rather overpay for something known to work than get a bargain taking a chance on something that may or may not work.  If you get PoC and show that TH-1902 has potentially wide application among many cancerous tumors and that the preclinical work on other payloads also looks promising, that

[Biobob]

I understand your point but these companies have the resources to evaluate the risk (like Solueus) and basically logic would make Thera a stupid buy for even the risk averse Pharma considering the legacy sales, th FX discount, the near death experience of the biotech sector and of course the potential.  But I'm told on a regular basis that Pharma don't think like that.  Paul use

[Wino115]

It's the agency problem that arises between the employee in Strategic Planning at PharmCo recommending the acquisition, his boss, and his bosses boss. This sounds odd, but most Senior VP's in Strategic Planning won't risk their cushy job over possibly saving them a few billion and looking like a genius on a potential commercial drug if it requires them to be making the personal and

[Wino115]

Looks like the guy that oversaw Gileads IMMU acquisition in Strategy was promoted to CFO and now Strategy is under him. So pays to wait and overpay by many billions!  ...Andrew Dickenson, CFO.

[Biobob]

Oh well let them pay and keep their jobs... just like bankers when they only lend to shure things... just liek goverments....