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Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

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.


TSX:TH - Post by User

Comment by Wino115on Apr 11, 2021 6:05pm
128 Views
Post# 32975029

RE:RE:Any Prep for this data release?

RE:RE:Any Prep for this data release?

Their prep was that one release a few weeks ago. I think they are hamstrung by not really having anyone who is an excited champion in the investment community.  No firms that will talk it up in their interviews and no sell sliders who are behind it and champion it to their clients.  I don't count the small Can brokers as having any real influence beyond a limited group.  Even Cannacord is a very small firm without a huge following. I can tell you I have received probably 20 individual emails with reports on AACR developments just from Barclays analysts since yesterday.  They also have calls set up to review the data and have some management calls and KOL calls set up to think through some of these new data points.  That's the kind of places they need to get plugged in to. 


I hope it's not the tree falling in the forest that no one hears, but without Leah and crew pumping up the volume, it will be.  


SPCEO1 wrote: Hopefully. This is often what has been so lacking in the past for TH - it has been a stock where only people on this message board have been followed closely and built expectations in front of events like this. And we are a small gorup of people who are already well loaded up on the stock. So, new info comes in and, unlike almost any other stock, TH's stock price barely moves. There was never a better example of this than the news regarding the move from HIV NASH to general NASH. That was a very big deal but the stock barely budged because there were no expectations of that news built into the market. Blind-siding the market with good news like that for a underfollowed, poorly followed small cap stock like TH is simply a very bad strategy. 

What's worse is I think that played a role in the OO. I suspect the company thought the stock price would have really jumped on the NASH news (they were right - it should have). Had it done so, they liely woud have had their share offering pretty close after that. But it didn't and that likely spooked them. Since they thought they would have had the extra money in their coffers in October 2020, it likely was really bothering them that it wasn't there every day thereafter. Thus the completely unnecessary rush to do a really horrible deal in early January. 

The bottom line - build the appropriate amount of excitement around important announcements and don't blindside people completely with great news. Hopefully, IR did do some of that and we will see the results tomorrow.  But I have not seen much evidence of such an effort.. Then again, I probably would not see it unless they were working retail investors to prepare them for this. So, In am not expecting much retail investor participation unless the stock price skyrockes on huge volume like it did last year and thereby gets on the radar screen of retail investors who chase such movements.
 

longterm56 wrote: Hopefully, the IR lady was busy prepping analysts and large investors for this data release. No, I don't mean informing them of the details ... just ... be ready for importantant data to be released.  That's what builds excitement around such info.  We'll see ...

  -LT




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