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Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs in HIV, nonalcoholic steatohepatitis (NASH) and oncology. Its medicines include Trogarzo and EGRIFTA SV (tesamorelin for injection). Trogarzo (ibalizumab-uiyk) injection is a long-acting monoclonal antibody which binds to domain 2 of the CD4 T cell receptors. EGRIFTA SV (tesamorelin for injection) is approved in the United States for the reduction of excess abdominal fat in people with HIV who have lipodystrophy. Its portfolio includes Phase I clinical trial of sudocetaxel zendusortide (TH1902), a novel peptide-drug conjugate (PDC), in patients with advanced ovarian cancer.


TSX:TH - Post by User

Bullboard Posts
Comment by Garp1on Jul 18, 2015 6:28am
124 Views
Post# 23936938

RE:RE:RE:Conference call

RE:RE:RE:Conference callTend to agree with jfm1330 on this one. It would be foolish to think that big Pharma are not aware of the potential of this drug on the market. They are always on the lookout for a good acquisition and examine on an ongoing basis, any drugs that starts to stand out according to the numbers published by the industry (Thera might think they can hide the numbers, but a pattern has been established over the last 2 quarters which makes it easier to extrapolate trends and financial numbers before their release date). IMHO, I believe the industry numbers which will be published during and over the next quarter, could make it a deciding factor in a buyout attempt (If it's not currently underway). Add to this the Mexico, Canada and European market and their current state of progress; you get a powerful incentive to act now instead of latter. If the share price is not maximized an investor loses money and even more so, on any takeover proposal. I prefer to have a buyout at a share price of 4.50$ plus a premium of 33%, then a buyout at a share price of 3.00$ with a premium of 50%. At least 2 things drive the price of a share, execution and guidance. Execution seems to have been good over the last 2 quarters and all outstanding issues seem to have been resolved. This is now starting to be reflected in the share price. Guidance on the other hand as been very poor for investors and leaves a lot to be desired. The only guidance that incited me to buy shares this quarter was that management announced the upcoming quarter financial release date while at the same time buying shares (insider trading). A lot of investors within this board see a huge potential for growth for this company and view a buyout as premature. If thats the case, then where do you see the meaningful guidance from Thera management that justifies this vision and how it is reflected or not in the current share price?
Bullboard Posts