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.

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Theratechnologies Inc

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Comment by PoorOpinionon Jul 13, 2018 12:02pm

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Post# 28312625

RE:RE:RE:RE:RE:RE:RE:New Corporate Presentation on Monday?

I assume Bloomberg is an important data source for those following pharma stocks? You think some are getting jittery over the numbers on Bloomberg? Or do people generally know its limitations?

The sales force are clearly effective as shown by expanding the difficult to sell EGRIFTA.
2000 doctors are reporting there is a market for the drug.
The payor issue that faces all drugs is quickly being resolved.

As we head towards 500 patients I'm sure the market will lose the uncertainties that come with the launch and become focused on the future potential.

SPCEO1 wrote:

mattw1100 wrote: SPCEO1, how are EGRIFTA TRx trends this week? Is it possible to paste a table to help conceptualize the script momentum?

I assume bloomberg still is not able to report on Trogarzo due to the method of consumption not being filled via pharmacy?

Could be a long summer, at least the weather has been great :)

According to Bloomberg, which has proven not to be very helpful in the past, Egrifta sales this week were below 200, whereas they have typically been north 200 in most weeks. In May, there were a total of 935 prescriptions of Egrifta according to Bloomberg. In June I am guessing it will be closer to 900 but the final numbers have not yet been provided. That compares to 727 in May of 2017 and 766 in June of 2017, so we are seeing some very nice growth in Egrifta sales.

Bloomberg has started reporting Trogarzo slaes but they clearly are incorrect as they do not match up with what the company has said about the number of prescriptions. Bloomberg only identified 29 Trogarzo prescriptions in May and I estimate they could only see 38 in June. So, it is pretty clear Bloomberg is not able to see all of the Trogarzo prescriptions. But given the trouble with Bloomberg's Egrifta data over the years, this is not surprising. I think you can get a rough idea about how Egrifta is selling from Bloomberg but it may be that Bloomberg will never be able to give us anything close to an accurate count of Trogarzo sales due to the way it is dispensed.