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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 bfwon Oct 26, 2018 3:33pm
210 Views
Post# 28879847

RE:Wondering

RE:Wondering
Here’s my wild guess.

A deal and a listing on the Nasdaq lead by house 65, Goldman.

All those presentations in NYC were for a reason.

Goldman would want to introduce TH at an attractive price for US investors...hence the pounding.

bfw



SPCEO1 wrote: I find it odd that we have not had a corporate presentation update since July nor have we had any analysts comments about anything regarding TH from the analysts during its recent slide. Could there be a big announcement looming and that is why there is so much silence? Why update the corporate presentation if it is just going to need a major revamp soon anyway? Just me speculating based on some very sparse datapoints. 

If I had to guess about a big announcement that perhaps the analysts are aware of and sworn to secrecy about, it would be an acquisition. Maybe there is something bigger than we might expect going on and the brokers are all vying for the job of financing it. Ideally, TH would acquire a legacy drug that has approval in the US and Europe and brings along some marketing infrastructure in Europe as well, but that might be asking for too much.

Maybe something meaningful is happening on the Taimed front. They talked openly about gaining access to TMB 365 on the conference call so perhaps there are discussions going on about that and/or other things between the two companies. 

There is a lot going on at the company right now, We are stille arly in the Trogarzo roll-out and I am sure there is a lot of tweaking to the marketing effort there. Theya re looking for a new marketing person. They are preparing for entering Europe with Trogarzo (maybe more?). They are preparing for the re-launch of Egrifta if the F4 is approved. There is a lot on their plates at the moment. This raises risks related to executing well on all fo these matters, but I think they can handle it.

    


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