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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 palinc2000on Jul 20, 2021 11:41am
105 Views
Post# 33575329

RE:RE:89 bio

RE:RE:89 bioQwerty you dont seem to put any weught in the fact that both FDA and EMA have authorized a Phase 3....in spite of everything else ....
Looking at this strictly  from a business sense my conclusion is much more positive,,,,I dont think this is about the 25% extra cost which I agree is not a valid answer but rather it is about the total cost which is beyond THTX means  imo

qwerty22 wrote:

They have close to $200 mil in bank plus they have active clinical trials.

You should take SPCEO's lead and rightfully position NASH now. There is no sales pitch with NASH. Inevitably critical investors will focus on why thtx is not proceeding alone and that is not a positive conversation to have. 25% increase in cost is not a complete answer, if the opportunity was right for THTX they'd absorb the extra cost, the opportunity isn't right. It would be wasted energy to get into that complex discussion with people. 

It's near impossible to guess their chances of success in partnership, the only way to know is go out there and see what the response is and unfortunately we are never going to be given insight into that process.

Even if the company was promotional NASH wouldn't be the program to promote.

 

scarlet1967 wrote: This phase2b NASH company is currently valued $350M versus THTX's $310M, they only have one program and that's it. I believe the company still needs to go out there and promote their programs including NASH whether they are currently negotiating a partnership or not. Investors need to be educated in order to factor in the value of their now finalized NASH protocol. We have few months before the oncology results will be announced, this is a perfect timing to fill the gap between news by starting the NASH marketing. There is no reason why not now that their negotiations are finalized.
ETNB $16.97 (-0.47%) on Yahoo Finance
https://finance.yahoo.com/quote/ETNB?p=ETNB
 

 

 



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