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.

TSX:TH - Post by User

Theratechnologies Inc > My dream is

<< Previous

Bullboard Posts

Next >>

Comment by SPCEO1on Nov 13, 2021 2:14pm

113 Views

Post# 34123463

RE:RE:RE:RE:RE:RE:RE:RE:My dream is

It is said that beggars can't be choosers, but I agree that CF is not going to be the answer we were hoping for. Any report they write will help on the margin but I don't see them as a long term solution. I have heard that Paul thinks they are the solution, which I believe reflects his lack of experience in this arena of the business. Perhaps they will be a stepping stone to better coverage in time but I agree this was not an optimal solution. I imagine Dubuc is under considerable pressure to get the analyst thing sorted out, and likely has been for some time, so this was the best he could come up with at this time. But if they really do have something as compelling as we think they might in cancer, then the analysts will ultimately come chasing TH. Still, it is a travesty that we have had to endure such a long period of poor coverage of the stock and the perhaps the most tragic part of the ONO was they punted on the chance to obtain new analyst coverage. That was likely going to be Cantor too, but as I said, beggars can't be choosers.

Now, if cancer is mostly what we think it is, then TH will not be a beggar for long.

palinc2000 wrote:
A high profile bright CFO would not in my mind have made an agreement with CF so much ahead of drawing on the ATM without getting something back early after the agreement.....Dont know if CF is legally prohibited ftom initiating coverage but if this is thr case the ATM agreement probably negates any hope of eventually getting paid for a deal by another broker who would initiatiate coverage ....
Removing that incentive wad an unnecessary hurdle. !!'!!! Self inflicted wounds again !!!

Wino115 wrote: More than anything, I think this shows that Akero is now looked
at as a serious NASH player -they've made it to that status so NASH
analysts pick it up to be "thorough" in their coverage.

Probably also hit various market cap & trading hurdles.

I am hopeful that if we see POC on TH1902 and they get
Breakthrough & Accellerated and a financial model can be built
around their indications and commercial program (plus any
partnerships they add) that supports a robust investment
thesis, that they too will be looked at as a serious oncology
player that needs to be covered by biotech and oncology
analysts.

For a starter, I would think anyone who covers (covered) IMMU,
SeaGen or Bicycle should cover THTX. Those kind of pickups
with no banking carrot being held out indicate you've made it to
the bigtime with the analysts.