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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 AMoschittoon May 27, 2021 10:22am
66 Views
Post# 33275104

RE:RE:RE:RE:More volume/higher valuation? This is how to get there.

RE:RE:RE:RE:More volume/higher valuation? This is how to get there.

I think this points to something I've been wondering... I think scarlet is asking some good questions about how we got here. But given we are here...

I'm curious, does the company see a need to clarify the cloud around NASH in the same way it's been voiced on this board? If it's practically a done deal, they have the study may proceed letter, and it's just finalizing details, why not promote program in the interim time? It's not like investors are hung up completely on the details of technical aspects that need to be resolved... We like to analyze and project ad nauseum on this board and we enjoy that, but they could really be using this entire year to ramp up their NASH program marketing and then if it is actually a done deal we will hear the good news of that being the case shortly.

If cancer is a question because of lack of data in humans, then NASH can help fill the vacuum while we wait until late summer... 

Am I missing something? It seems they don't see the need to clarify the dubiousness (they are thinking they have addressed the questions already to the point they can...) or are they more shy on the program than they are letting on? We did get some new helpful light on the program from the fireside chat recently. There is a good story to tell on NASH as SPECO has pointed out... if things are as good as they say, why aren't they telling it now? This could be something that LSA is working on with them too. 

In all honesty, the consistly low volume and the radio silence after so much time is starting wear on me. Feels like I keep moving my targets when things will start to turn around... from April to May to end of summer... 

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