Theratechnologies Inc T.TH

RE:RE:RE:RE:RE:RE:RE:RE:Many new job postings

[SPCEO1]

Back in January 2014  ICPT rose from $69 to $497 in a single day on the first real good NASH trial news. Things have changed quite a bit for the NASH players since then!

Wino115 wrote: The death knell for FXR agonist approach it seems. As SPCEO points out, the lead is now taken over by Madrigal.  Maybe you could throw Viking in there and the Novo Nordisk semaglutide in there just for the fat reduction indication it has. Madrigal just might get there in 2022.  All the others we talk about (Akero, 89Bio, etc..) are still in Phase 2, so not ahead of THTX yet! 

scarlet1967 wrote: Intercept today lost 15% of its market value due to the fact they withdrew their EMA marketing authorization application as a result MDGL, AKRO.. also declined by some 5%. It didn't effect THTX which tells me there isn't much value ascribed to the company's NASH asset. Point is any positive development even a half decent partnership agreement should boost the valuation significantly. Another thing to consider is as the competition keep failing the NASH market itself is growing. Below is the abstract from last month's AASLD so the financial burden for obese NASH is about161B dollars and none obese NASH some 30 B dollars considering the co morbidities. It's a growing epidemic condition so even when the NASH companies are underperforming the financial opportunities for a drug addressing the disease is growing. I understand many has almost written of their NASH asset but there is a hug opportunity right there for more than one approved drug due to heterogeneous nature of the disease. That's why the company is considering to start the futility trial with or without a partner.
 

SPCEO1 wrote: One thought is maybe TH will get an invite to speak at the JP Morgan Healthcare conference this year if this fellow is trying to win their business. But it is hard to see JPM giving them a loan to get the NASH trial started unless it is an accounts receivable backed loan as I suggested earlier. I cannot see them doing any normal commercial loan with JPM to finance clinical research - that just does not happen. Also, it seems to me to be odd that a JPM  banker would be trying to curry favor with TH in this manner.

qwerty22 wrote:

Anybody got any more thoughts on this? It doesn't get more scrappier than this scrap of info but it's intriguing.

 

jfm1330 wrote: On Linkedin, one of the person giving a thumb up to the poste about hiring at Thera is this guy

https://www.jpmorgan.com/commercial-banking/industries/life-sciences/chris-barrow

 

 

jfm1330 wrote: Thera is not running clinical trial in oncology by themselves. This is outsourced to a contract research organisation called PPD and the principal investigator, Dr. Funda Meric-Burnstam works for M.D. Anderson cancer center. Thera already has the personal needed to coordinate everything with the CRO. If they move to multiple phase II at the same time in the second half of 2022, they will hire more people, that's sure. But for now, I think they have enough people to handle the job on that front.

https://www.ppd.com/

https://clinicaltrials.gov/ct2/show/NCT04706962?term=theratechnologies&draw=2&rank=1

SPCEO1 wrote: The lack of clinical jobs being posted is something to think about. Should we assume a lot of partnerships are in TH's future where that work will be mostly done outside of TH and therefore there is no need for big staff additions there? Or, will we see a wave of scientific positions being filled after/if the phase 1a produces promising results?