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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 canadapieton Feb 28, 2020 10:43am
95 Views
Post# 30746733

RE:RE:RE:Weekly Sales Update

RE:RE:RE:Weekly Sales UpdateI had him on the phone monday 17 febr! 
It was sometimes difficult to understand/hear , but he definitely said
that sales of SV were going "very well" with a 40% increase......Don't know
 "switching" or "real growth. 
Also waiting for the FDA 
And 2 compounds in oncology 
+ IR person for US 

Wino115
 - (2/28/2020 10:34:26 AM) 
RE:RE:Weekly Sales Update

When did he say this and over what period is he referring? The overall guidance is for 30-35% revenue growth   He did say there is a roughly 5% price increase for all versions of Egrifta.  I guess what's important is not so much the gnumber he mentions just for SV because that could just be all switching so no real growth. It would be the organic net growth that would be helpful to understand. We know eventually 100% will be switched because they said they are keeping the same price for payers so it can just be updated and switched over seamlessly in time.  But I want to know the net new SV units, not just the gross units.  That will indicate the new easy formula and launch are having a positive effect.  Perhaps there will be enough data by the April/May meetings.  

 

canadapiet wrote:???
Mr. T. said SV sales were up 40% .....!!!!

SPCEO1
 - (2/28/2020 9:30:52 AM) 

Weekly Sales Update

Trogarzo rose from last weeks level to a good level. Egrifta sales fell slightly as did SV sales. I am thinking that Bloomberg is really not capturing all Egrifta SV sales as overall sales remain at a low level and it does not make much sense that a better version of the drug would lead to lower sales unless the reimbursement issues are priving more difficult that one would think.

Bullboard Posts