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 Jun 13, 2019 4:19pm

149 Views

Post# 29823953

RE:RE:RE:RE:RE:New report from Canaccord

Well, we probably should have already had the NASH update.

“Given how the Company is evolving, we are now actively assessing a listing on NASDAQ. Furthermore, in a few weeks from now, we should be in a position to share our strategic plan for NAFLD/NASH,” said Luc Tanguay, President and CEO, Theratechnologies Inc.”

That was provided approximately one month ago. A few weeks is less than a month.

Management needs to focus on setting appropriate investor expectations and exceeding them.

In the last year, they have dropped the ball.

Thankfully, they still have a chance to redeem themselves going forward.

bfw

SPCEO1 wrote: The bizarro aspect of the Canaccord report was that he did not include any forecasts for Trogarzo in Europe nor did he mention anything about the imminent NASH strategy update. It is his job to forecast numbers for what is now a virtually certain approval in Europe for Trogarzo and to at least let his readers know there will be a NASH strategy update soon and maybe offer some thoughts about what that might mean. It is hard for me to understand how a good analyst would not do such basic aspects of his job. But I suppose we can look forward to his future updates on these matters. It concerns me, however, that since he appears to be so far behind the reality of NASH that he will be slow to catch up once the update has been released. So, we might be looking at a luke warm initial reaction to the NASH strategy update from him. Of course, at least he is still writing reports on TH, the rest of the analysts have pretty much disappeared. I am hoping the IR consultant is not assuming the analysts covering TH are going to respond like most other analysts to this news, as that could prove to be a mistake. Someone needs to rather aggressively get in this group's face if a good outcome is hoped for.

SPCEO1 wrote: No

Wino115 wrote: Did he change his price target from C$ to US$ too? Probably not, but just checking.