Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

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

Theratechnologies Inc

Bullboard Posts

Comment by bfwon Mar 07, 2018 12:36pm

128 Views

Post# 27676370

RE:RE:Just read the CIBC report

JohnBelg wrote:

bfw wrote:
They seem to have the highest target.

Nevertheless, they are pretty conservative.

They say net to TH is 75k vs 83k US calculated.

They forecast peak sales of $500 million US based on 5500 pts in US alone.

No value is given for Europe or other territiories or other formulations.

They also don't show what EBIDTA would look like in 2021 when they forecast peak sales to hit.

Anyway, this is a strong buy or hold for everyone overloaded.

Too cheap....maybe when Taimed goes up 10% every day for a week we will get re-rated :)

bfw

Hi bfw, I'm trying to understand the net to Thera calculation. I figure it would USD118000 WAC, less 30% to get to net selling price of $$82,600. Then less the 52% TaiMed gets leaving Thera with $39648. Did I get that right?

Thanks, John