Theratechnologies Inc T.TH

RE:RE:Thank you

[scarlet1967]

My dog is better looking than him, on a serious note the IR department needs to shift their strategies as they seem not to be able her reputable and engaged analysts on board.
I say it again like have been pitching for a long long tine the importance of getting the powerful retail investors on board first, get the demand, volume and SP where it should be and the analysts will be joining the bandwagon.
Reputable analysts will not start covering a thin stock unless the R&D results are good and if so what is the point to have an IR department which should be working hard when the valuation is hammered despite good announcement and wait for the results to move the stock, they could as well shut that department down and save some $$.
I have copied many of my post and sent to Leah, so she knows.

SPCEO1 wrote: While you never like to lose coverage from a good analyst, this is clearly a positive development. In his final comments, he revealed again how he always was looking at the worst case scenario for TH rather than something more balanced. On Trogarzo, the early indications are that Fostemsavir has not caused it any problems and there are not any other competitive drugs on the horizon. On the potential patent cliffs, there is a definite patent cliff on the Egrifta indication patent in 2023 but the company is dealing with that via the new pen injector. It is possible they will be negatively impacted on the margin but the new pen injector and the F8 formulation will be far superior to anything a generic company might come up with for Egrifta and there is a chance they will ignore Egrifta altogether. Not to mention that no one should be buying TH's stock for Egrifta in lipo in any event. By the time this is even an issue, cancer may be approved and that is going to be the focus of investors, along with NASH. His comment on the high risk nature and unclear regulatory path for NASH also looks a wee bit stale at this point since the FDA has authorized their advance into phase III in general NASH already and the path forward, while still needing a few blanks filled in, is no longer anywhere near as murky as he suggests.. 

As I mentioned before, Luc must have told this guy his dog was ugly and as Abrahams seemed unable to ever to look at TH in a balanced way. He does deserve credit, however, for getting the Trogarzo sales projection much more right than everyone else. His Trogarzo sales projections were actually too low initially (that is how low they were!) but he was still much closer to the mark. 


 

scarlet1967 wrote:

Theratechnologies Inc.

Discontinuing Research Coverage

Our view:

We are discontinuing research coverage of THTX due to reallocation of

analyst resources. Our final rating is Sector Perform with a final price target

of $2.00.

Investment summary

Our final rating on the stock is Sector Perform, and our final price target

is $2.00 / share.

Our view has been that sales of Trogarzo in HIV and Egrifta in lipodystrophy

provide stable cash flows to fund operations and additional pipeline

opportunities for the company, such as the upcoming NASH trial and

promising sortilin oncology program, and that recent commercial efforts

have yielded improvements. However, our view has been that the

current share price accurately balances unknowns about the long-term

competitiveness of Trogarzo, potential patent cliffs for Egrifta, high-risk

nature and unclear regulatory path for NASH, and early stage of the

oncology portfolio.