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 > How could Mackie have sold this to their clients

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Comment by qwerty22on Feb 02, 2021 2:58pm

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Post# 32449015

RE:RE:RE:RE:How could Mackie have sold this to their clients

eviscerating analysts, it's my new favorite sport!

qwerty22 wrote:

I'm enjoying(?) your whining analysis, there content as well as anger, keep going.

SPCEO1 wrote: I agree that the upside remains huge but the debacle of this offering, with new pieces of it showing up most every day, cannot be overlooked. But I may take a longer break than Scarlett did, so you may get a break from my righteous indignation (which you refer to as whining).

jfm1330 wrote: Skipping a lot of posts here since it is very hard to read. It's a whinning festival with no end. That being said SPCEO, if you put 75% chance of success in NASH and apply the Mackie analyst numbers to it what would be the share price? And if you are confident in oncology, how much do you add to that???

What I am trying to say is what is the potential for the SP of Thera in the next five years, even with 120 M shares outstanding? 20$ US? 40$ US? 60$ US.

What I am trying to say, is that despite all the frustration you can have with the last financing, with the analysts, with the market, with the management. The fact is that the potential is still huge and the day they will come with real positive data on humans, if it happens, the SP will be overvalued at some point. If NASH and oncology end up being real success, this recent dilution will not mean much. The key is still the success of these two programs an decisions they will make if success is there. In other words, the dilution can be a step back two make a leap forward. I think you are forgetting the big picture out of frustration. Thera is still early in the game with NASH and oncology. There will be opportunities to make up in term of value for shareholders if these two programs are successful.

SPCEO1 wrote: if they really only believe there is a 10% chance of success in NASH?

None of this adds up. The foolishness of it all is hard to take on all fronts.