Theratechnologies Inc T.TH

RE:RE:RE:RE:RE:Thank you

[Wino115]

I am hopeful that is all to be.  As the WallStreetBets boys would say....To The Moon!

SPCEO1 wrote: It is certainly frustrating but I do not agree that they will not have any data to share before the Summer or Fall. Whatever issues remain outstanding with the FDA on NASH could be resolved well before that, removing any remaining uncertainty from skeptics on that front. On cancer, they are targetting speaking again at the AACR conference which is being held from April 9-14. They have laready signalled they have interesting things to say there (see th Novemebr press release on cancer) and the last time they spoke at this confernce, the stock traded 7 million shares in a day and jumped about 20%. Additionally, the phase I is scheduled to start sometime in March and it is an open label trial. If they are seeing something interesting happening, they can share that at any time. So, by May, they will be on their third dose escalation patient and perhaps they would share that they have yet to find their maximum tolerable dose and that the first two patients have seen their tumors begin to shrink.  

jfm1330 wrote: I understand your frustration with the RBC analyst, but the fact is that now he is no longer alone in his skeptic view of Thera. The management did not recognized that view in doing the financing, they recognized it was the general view of the market and made the financing to mitigate the financial risks. They know they won't have meaningful data to share before the summer or even the fall. It is a frustrating situation. I agree. But that's the reality and reality is very stubborn.

SPCEO1 wrote: It is one thing for RBC to have a heavily negative slant on every aspect of TH but it is quite another for the company to effectively confirm those negative views by doing an offering that put no value at all on their pipeline. The company did a lot of good things to put a very intriguing pipeline in place for very little shareholder funds expended but they fell flat on their face when trying to convince a hostile analyst like RBC that he needed to cheer up a bit and look at TH's propsects in a more balanced way. And it cost us dearly. I have no idea how much effort went into trying to bring Abrahms around to see things with even a tinge of optimism, but those efforts clearly failed. 

What happened with RBC is very, very unusual. RBC was granted the convert deal, RBC's analyst pitched the convert to his clients, then he takes a long time to write a report and when he does, he undermines (accurately as it turns out) the story he sold to his clients when he was pitching the convert deal. Then he kept his foot on the brake with TH throughout the entire time he covered it. Finally, he ceases coverage, maybe at the request of TH, who Iam sure, are really tired of his lopsided approach. This kind of thing just does not usually happen. But, of course, it happened to TH!

jfm1330 wrote: In a nutshell you have it. You wonder why the were forced into the last financing? You have it there. To agree or not is something else, but you have the widespread view in the market.

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.