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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 SPCEO1on May 25, 2021 2:30pm
190 Views
Post# 33261046

RE:RE:RE:RE:poof goes the dip

RE:RE:RE:RE:poof goes the dipIf the cancer phase I trial goes well, I have to believe the chances TH receives an offer it cannot refuse from a larger pharma company would be quite high. So, be careful not to sell on the first indication that this trial has gone well as the intial bounce could be followed by another big move higher if a pharma company offers TH a price the board cannot refuse. For some board members, who don't own a lot of stock, they may view their own interests best served by keeping TH independent and continuing to earn board fees and stock options. 

I suppose if TH wants to remain independent, it will also seek to put cancer partnerships into place earlier than we might think in order to undercut the possibility of a big takeover offer for the whole company from a big pharma company. Our CEO is probably not ready to retire just yet, so getting bought out might not be his immediate goal. And there are not other attractive CEO roles in Montreal for him to go to if TH did get bought out. So, maybe a buyout is not something that our CEO is willing to contemplate yet. 

Still, if the cancer phase I goes well, it does pretty much change everything and even if a buyout does not emerge from that, potentially lucrative partnerships almost certainly will. That is why TH is looking to hire someone to evaluate partnership proposals right now.

PWIB123 wrote: I'm counting on those double digits.  I just hope we don't end up with a ton of trigger happy sellers when they do finally see a sizeable profit.  It's maddening to see the stock drop a few pennies everyday on just a few thousand shares, and it will be super tempting to sell for a large profit.  However, as you all have pointed out, there is still massive upside.  What a shame it would be to sell too soon.  That said, I have built very large position for me.  I own too much of the stock, and I plan to liquidate half once the stock has appreciated such that I can take my initial capital investment off the table.  I'm going to let the rest ride for free in hopes the cancer and maybe even the NASH hit.  


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