Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

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.

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Theratechnologies Inc > NASH epidemic

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Comment by qwerty22on Jul 27, 2021 12:26pm

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Post# 33610469

RE:RE:NASH epidemic

That is more than interesting.

Wino115 wrote:

Interesting, Stephen Harrison Now lists Theratech as a consulting client. Hs the numero uno guy in US so if involved in discussions around a partnership would be a plus. Obviously Gronspoon is top dog on the science, but doesn't hurt to have Harrison and Loomba involved. I'm still in the category of it taking a while to partner and upfront not being that attractive.

Interesting question on the ATM. I put myself in the old mutual find PM hat and thought about the dichotomy of THTX management selling a convincing story on cancer, saying it's going well and within no more than 4-5 months we will have lots of data to understand it and possibly move to P1B and P2 later. So as a PM I'm being told of potential huge value creation. Then they say they will happily sell me shares now way below what they just told me they think it could be worth in 4 months. I would be highly skeptical of any management that actually pursued the ATM that way and would just wait for the facts rather than take the bait. It is not a credibility builder if they do it that way.

if they wait for a solid report, see it move up closer to the analysts ST valuation and say they will release shares post any significant milestones being hit, then I will at least know they are looking out for me as a shareholder. So to me the only credible way to do this is to wait, use it when the market shows you there is massive demand via a spike. That won't happen until significant milestones are hit.

scarlet1967 wrote: I did mention while ago the agencies should lower the bar for a future approved drug before the conditions become epidemic. Now this....
https://www.sciencedirect.com/science/article/abs/pii/S0016508521007496