RE:RE:New Corporate Presentation is upI noticed that too -- back to the old language. I think it shows that Levesque, as a mid-fifty year old, views it that he has the time and the team to make this a much larger company on their own if they execute properly. He has numerous colleageues I'm sure he knows that have left Pfizer over the years to smaller biotechs and some have hit massive home runs (or shall I say, won many a cup). I am purely guessing, but it wouldnt' surprise me that he has the ambition to do that and do it in Montreal Canada. Leave a mark. Why not?
I also noticed that they are now highlighting the unique addresable HIV market for NASH drugs. So while they state the general population patient number at 8mil (or something like that), they also show the HIV NASH market is now 85,000 and growing fast. I still believe that if you have a drug that is easier to use, known to the HIV community and went through the specific HIV testing so that you can include those results on your label, that you'll get the lion's share of that market. That's a nice little market if they get there.
Still missing market cap numbers for NASH players. They need to know other's do that and it's perfectly fine to have it in there. I would hope it is at least in their speech notes so they SAY it in meetings even though they may not want to print it.
jfm1330 wrote: At the end they wrote that they are looking for in-licensing, not the opposite. Nothing about partnerships or out-licensing, just a very general "other opportunities complementary to our business".
SPCEO1 wrote: https://www.theratech.com/wp-content/uploads/2021/03/Corporate-Presentation_Theratehnologies_March-2021.pdf