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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 stockman75on Jul 03, 2021 11:09am
192 Views
Post# 33489538

Has anything changed?

Has anything changed?My perception is that since Wino's meeting with the board not much has changed from what was already in the works. While  we have had three positive developments: Life Sciense webinar, the new board member, and improved website. New board member was definite upgrade but not quite as good as many on this board were hoping since he is not U.S based. My thought is that these items were likely in the works even before Wino expressed the concerns of us shareholders (in fact the company indicated they were aware of all the issues and were working on it) since they happened pretty quickly. Okay so yes that sounds very much not giving any beneift of the doubt and pessimistic but it is hard for me to not come to that conclusion based on what I know. Now unfortunately we are not seeing any tangible progress on the valuation of the stock so the efforts have thus far have failed.  

I still feel we didn't speak quite loud enough on our actions with voting off a board member or two. Though I greatly respect SPCEO and Wino and so they likely have better judgement on these matters than I... taking the approach of supporting rather than reprimanding the board. I guess my opinion as well as others was to spare not the rod! But we obviously did not have the rod in our hands.

So now we continue to wait for the board to really promote and put on the full court press of what we all believe is likely two very valuable programs (I personally am more confident in the oncology). Promoting to retail is just completely missing and should have been happening some time agao.  Retail will begin the traction and get the ball rolling. Will the company continue to sit back in the passive zone defense or will they pull out the full court press?? That is the million dollar question for me. 

I hope I am wrong but I still feel only trangible great results from oncology will move the price. It will move when it can no longer be ignored. We just are not able to attract even small speculation without better and more effective communication. We likely have gold but we are doing a good job of hiding it in our bucket!  Without really great results it is likely we will continue to languish with a lower stock price than what the potential holds (and as compared to lesser companies). Can they right the ship of failed marketing? Yes. Do I think they will do it to the level of other companies? No, unfortunately not. 


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