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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 Feb 15, 2022 12:03pm
209 Views
Post# 34430276

RE:RE:RE:What makes more sense with this, setting up for

RE:RE:RE:What makes more sense with this, setting up for This is all part of Paul building a bigger company. NASH sales are defintely no where on the horizon a s the pahse III test will take a long time to complete. Cancer, if all goes well in the trials, may be an approved and marketable product much much faster as it may not need more than one phase 2 to get accelerated approval. So, they could be planning for that and this would be the most optimistic take on today's news. 

My best guess is this is just a natural progression towards a more conventional drug company. Paul is taking an approach that there really is something larger on the horizon for TH and is hiring and restructuring the company in line with that vision. I think he probably has that right and we will all be happy with our shareholding in the future. But much, if not almost everything, depends on cancer. So, since he is taking these steps, Paul is either  delusional about cancer prospects or he knows there is a very interesting path forward in cancer. My best guess is the latter but we don't have as muchy info as he does about cancer so it is still just a guess.

And while Paul is doing good work in restructuring the company to prepare it for a bigger and brighter future, he really needs to make some changes to get better PR's written. Besides the amazingly silly "positive headwinds" thing, the whole PR today left a lot to be desired. Since they do so few PR's these days, they really need to make the ones they do put out count and not be a word salad that does not lead clearly to important ramifications for shareholders and the stock price.

Dcutter101 wrote: But neither of those are close to needing a sales team...


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