Theratechnologies Inc T.TH

Within the month

[SABBOBCAT]

We know there will be some information flowing within the next month as Feb 15 is the deadline for a couple things: 

1. FY Earnings:.Top line guidance has been narrowed so there shouldnt be many surprises there, what will be interesting to see is the R&D expenses. If they were struggling to enrol, will there be savings, or did they ramp up on other efforts? Management will finally have to speak and answer questions about the pause. I would like to think they pre-announce the plan ahead of earnings to have two more purposeful discussions. One for the future of the oncology program with data to support where possible, and the other on the financials and strategic path forward for the company. 
2. 13F Forms: I am interested to see where the 7.5M shares ended up in those Nov/Dec after hours crosses. Was it internal suffling? or was it someone wanting to take a position? We may never know. The other theory I had was that it is someone wanting to start building a position, they initially took the shares in Nov in anticipation for good news, but then when the trial was paused they didnt want them on the books over year end. If the shares are sitting with a bank, perhaps they will cross back to the client once the path forward is clearer? who knows, but I am really curious.
3. 13G Form: SPCEO by the sounds of it you had some generational churn in your book which is unfortunate. I am curious to see the 13G this year

[SPCEO1]

Roughly two years ago we lost a sizable client who owned a lot of shares because he passed away and his heirs moved their money to their own managers. We no longer have to report our holdings (I think because we now own less than 5% of the shares - that was true last year too but I think you need to file for the first year after dropping below 5%). In any event, our holdings did not change in a

[Bucknelly21]

I applaud your guy's optimism for thtx, i sold everything with the cancer news ill watch from thw sidelines for a bit as the company just hasnt shown signs of changing how they conduct  business towards shareholders. I hope they get there at some point but something has to change in the c suite because there are one or two people in there who i think are a big part of the problems year