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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 Aug 31, 2021 11:15am
190 Views
Post# 33787739

RE:RE:RE:Message for Thtx

RE:RE:RE:Message for Thtx My best guess on that is ego. They see themselves as a much more professional operation and bottom-fishing with retail investors is hard for them to deal with. They have managed to find some additional institutional interest but the market is being boosted in recent months largely by retail investors. Institutional investors also rely more on analysts who cover the stock, and even if they could get beyond the small market cap and sub-$5 stock price, the analysts are not exactly an enthusiastic group pitching institutional investors from the US that a higher TH share price is coming soon. You might think TH management would now be getting more desperate to get the stock some recognition, and be willing to put their ego aside, but I have not seen any evidence of that yet. 

My guess is TH management are counting on cancer to be a success and resolve the issues the stock faces. But they are doing the NASH KOL event, so perhaps they are trying to use that lever to support the stock too. Cancer does have the potential to change the equation drammaically but it is always good to have investors in a place where they are greatly anticipating good news and I do not get the impression there are a lot of investors who are greatly anticipating the Q4 news on cancer. If it is good news, prepare yourself to be disappointed by the stock's initial reaction to it. I am not saying that reaction will be non-existant, just not as good as what most other stocks would experience because so few investors, either institutional or retail, seem to even be aware of what could be a transformational cancer treatment worth many billions of dollars. It might take longer than most stocks for TH to react appropriately to any good news they report on cancer as investors will need to get up to speed on their data first.
 
Lee430 wrote: What could possibly be preventing Thera from responsibly addressing the lack of retail investor engagement?


realitycheck4u wrote: Sadly, true.  
Bucknelly21 wrote: While I applaud the accomplishments made on the pipeline front here are issues from where I am sitting. First they are "shocked" at the low sp and lack of interest from market? Why because you have an open label trial where you have so many ways to update/let the market know how it's progressing without really giving an uncomfortable amount of information away. You don't need to tell anyone "we have cured cancer" but certainly can say more than what you have. Second if you have the attitude that you are above the average retail investor you aren't, you have burned multiple analysts, failed to correct bad forecasts and jumped on any money that is thrown your way at the expense of legacy shareholders and the atm looks to be setting it up again ( possibly). You  paid a bunch of money to assess the market for trogarzo and Brian Abrahams from Rbc picked up the phone and made a few calls and got the actual market forecast for trogarzo correct. Who is responsible for that? Three, no one has a clue what your Nash plan is, so cloudy and so unclear yet you say you are in a position of strength. Despite saying it went smoothly with both regulatory agencies while it clearly didn't. You have not been able to capture any part of this historic bull market because of you unwillingness to change your strategy in dealing with the markets. Told shareholders that change was coming on that front and the only thing you have done was hire Lsa to put on a fireside chat that was probably 90% existing shareholders. No retail engagement whatsoever even when pre clinical programs left and right get crazy evaluations with nothing but hopes in there program. If you would like I can pull up dozens. Did an awful offering where somehow made coverage worse. With analysts who don't even know you are months into a phase 1 cancer trial. Bigger payroll with a bunch of useless board members who don't buy shares and sit on options. That's just about in the last year or so. In summary the market doesn't believe or trust you and quite frankly I'm at that point as well. I'm stuck with my position at the point and I can easily accept that. But what's hard to accept is pretending you don't know why. Frankly I hope that the future is out of whoevers hands that makes the decisions about what to say and what not to and that the results are so good that your inability to create value for shareholders is out of your hands completely. Thats the only way this ends with everyone being happy because it's aparent that's it not Thtx's forte. Sorry if this is harsh and it's not meant to single any one person out but it's the truth. I've said my peace and I'm going to sit back and watch for a while 

good luck to all the people here who are much smarter than myself and have dedicated a lot of time and effort to teach the whys and how's to people like myself 

 




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