RE: RE: RE: Year End Results...I won't hide I also feel deceived by TH sp performance. But most of it, I acknowledge, because of people at the FDA slowing down the approval process.
On Theratechnologies side, my main concern is their lack of transparency on the value of their product. The last two press releases didn't mention the sale price and, in my opinion, they did not because making it public would have been damaging for the value of the share price.
Unless they want to hide a good news for some other reasons (takeover by Serono?), but I doubt it.
In my opinion, Theratechnologies' (and the analysts) valuation of the cost of the treatment to fight lypo is out of whack with reality and they are hiding this fact.
I also have missed some other opportunities elsewhere in 2010 because I had too much tied to TH. I have reduced by a third my position last Summer and I am hanging on the rest because I also believe we'll see in $8. And like lmz, i won't spit on 50% expected return!
All the Best for 2011,
Marsupilami