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 Lee430on Oct 05, 2020 7:32pm

125 Views

Post# 31669985

RE:RE:RE:Wainright - new slide

Anyone else feel like were stuck in the movie Groung hog day? Thought for sure this was going to be our sneak peak at the new enrgized Thera marketing plan.

scarlet1967 wrote: Tesamorelin could be the first drug treating NASH as per CEO, we are the only company with this innovative science, put the names of the 6 scientific advisers they have been working with on one of the slides, again put a slide with other NASH companies and their progress and THTX's program etc etc.
This is what investors want to see, this is how to get the attention of new NASH investors.
The company has been doing a good job explaining the protocol but pour job marketing it, thus the low SP. Definition of insanity =doing the same mistake again and again and...

scarlet1967 wrote: This was NASH conference why spending time on Trogarzo and Egrifta for lipodystrophy?
No slides on other NASH companies??He did a good job explaining the scientific aspect of the protocol but most investors probably don't understand much of it.
The valuation gap between THTX and other NASH companies should have been addressed one way or the other.

Wino115 wrote: They did reference Loomba's study in a slide - the >30% relative fat reduction = eventual improvement in inflammation and fibrosis. But so far no slides along the lines of what Qwerty and Scarlet suggested.

Christian's explanations are actually fairly good, not the best, but ok - taking the medical terms and explaining the benefit.

So far, a logically explained path but not sure many understand why the HIV studies. He's relating the GH deficiency in HIV to obese in typical NASH patients.

HCW analyst on call was Thomas Yip.
Q: Any combinations you are thinking about. No, maybe at end of 12 months we have the GLP-1, GF21 (FGF21) and could see if that makes sense.

Q: Commercial Strategy? Achieve endpoints, what is plan? Development side they can do themselves. We are already selling and have sales force for tesamorelin. Maybe we would Focus on centers of excellence, further analysis to see if we can partner on sales.