Theratechnologies Inc T.TH

RE:RE:RE:RE:Back to the MGH/DrG announcement

[canadapiet]

Hi all, 

i read that latest pr as a positive, but reading others opinions and
interpretations makes one confused. And honestly, they let the door open 
for doubt!
So i try to talk to mr. T. next week asking for some clarifications!

Phase 3? Grinspoon ? Money (shelf offering)? I R person?
But hey, we are where we are and what importance has 1 month or
3 months ..........

The greatest disappointment is they won't make it with their 2 approved 
products, which i thought they would have a market cap way over 1 B!!!!

Greets






SPCEO1 - (2/9/2020 10:53:06 AM) 
RE:RE:RE:Back to the MGH/DrG announcement

Occam's Razor - the simplest explanation is the most likely to be correct. Luc told Canadapiet the type C meeting already took place. Grinspoon's Lancet article makes a sensible case for a phase III. The company just announced a formal agreement with Grinspoon and MGH. They plan to hire an investor relations person. They filed a shelf offering. The company talks straightforwardly about starting a phase III later this year. It would be hard for me to make a case based on the info we have that the phase III is not a go. It is now just a question of what it is going to look like.

I believe Palin and your concerns are way overblown. TH really needs help in getting their communications with the market fixed but theya re giving us enough to know that there is a very high chance of a phase III starting later this year (or maybe early 2021 given the normal delays).

If they were not moving forward, they certainly would not need an IR person as the story is much more bland without HIV NAFLD/NASH on the horizon. 

But they have not yet hired the IR person so there is still a little room for doubters to doubt. It could be argued that they are not going to hire that IR person until they know for sure that the phase III protocol, with whatever adjustments the FDA and EMA may be asking for, has been approved by the board of directors. But I think the Grinspoon/MGH press release is almost as a good a "tell" as hiring the IR person.