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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

Post by SPCEO1on Apr 28, 2021 11:06am
150 Views
Post# 33082238

Please work to rebrand TH to investors ASAP

Please work to rebrand TH to investors ASAPIf the FDA came out and said something about how they were going to make it easier for the companies pursuing NASH studies to gain approval, the NASH stocks would all jump on that. Does anyone here believe that TH would jump on that news too? I doubt it because the company has failed to effectively brand the stock as a NASH stock. So, like with the information Qwerty shared below, if it became widely available and known, would TH's s hare price benefit from it? I doubt it. No one other  than our little group here on Stockhouse is paying attention to their NASH program. The analysts that cover NASH stocks are not covering TH. Celarly, the odd way that TH got into general NASH is partly responsible for that but the company also has made ineffective efforts to be included among the NASH stocks that the whole investment infrastructure (analysts, portfolio managers, traders, investmenet bankers, retail-oriented investment info distributors) look to when there are big NASH developments. By focusing on Trogarzo and Egrifta for Lipo at the start of all their presentations for a long time, they lost one of their big chances to rebrand the company from a failed commercializer in tiny HIV drug markets to an innovative and gutsy small company pushing its way into two very large markets (cancer and NASH) with some very interesting products. That missed rebranding opportunity (and management should have been desperately looking for a way to rebrand TH following the failure to reach their sales goals on  Egrifta and Trogarzo) is one of the factors that led to the OO. 

WIth the latest corporate presentation they finally have put the legacy drugs at the back and therefore have started the process of trying to rebrand the company for investors. Let's hope they figure out ways to accelerate that process. TH has some exciting prospects in cancer and NASH and TH's leadership should be proud of how they transformed the company so quickly away from tiny HIV drugs to these massive potential markets. And the market is highly receptive to company's with exciting prospects right now, in many cases even when those "exciting" prospects are actually quite dubious for many companies. But you have to get plugged into the investment infrastructure if your story is even going to be heard. TH needs to be viewed by the average investor as a NASH stock and as a cancer stock. I am sure if they took a survey of investors, to the extent those investors had even heard about TH at all, they would identify it as an HIV company. They really need to fix that. 
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