RE:RE:RE:RE:New Institutional holders & Egrifta salesThanks you're right, is that second product a mutual fund? Curious why it didnt show up on their holdings list of funds. I guess the lesson is dig deeper.
Anyway their blurb on why they bought into thera from the quarterly review.
"Theratechnologies (TH) is a specialty pharmaceuticals company. In March, Ibalizumab (branded as TrogarzoTM)—a new type of antiretroviral medication to treat multi-drug resistant HIV—was approved by the FDA. TH has exclusive sales and distribution rights to Ibalizumab, having acquired those rights in 2016. Though a small market, we believe its orphan status is attractive due to its associated patent protections and tax advantages. Furthermore, TH is well positioned to successfully launch TrogarzoTM, in our view, due to its financial resources and existing sales force. "