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 > Is anyone one adding? Why or why not?

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Comment by SPCEO1on Apr 30, 2022 11:37am

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Post# 34644799

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Is anyone one adding? Why or why not?

Yes, I am aware of what is going on in the markets generally and biotechs specifically. I have even posted about that here. TH's cash balance is plenty sufficient if all they were doing was selling Egrifta and Trogarzo. In fact they could easily generate free cash flow if that was all they were doing. But they are clearly moving forward with cancer and they have a convertible potentially redeeming in 14 months from today. They are not burning cash very quickly, especially relative to those other biotechs selling below cash where all they have is cash and hope their drug will work out. The reason TH has done better than other biotechs is because they have Egrifta and Trogarzo as well as their very slow cash burn so far. Insiders are likely still blocked from buying or selling right now. We have plenty of evidence that TH-1902 is moving forward which suggests positive results in phase 1. The scale of those positive results is the only question at this point and the results will be available quite soon. I am not sure diversifying is the smart move right now.

canadapiet wrote:
????
Do you follow the biotech market????
Do you follow other beaten down oncology companies????

I can tell you there are "many" in that space with outstanding preclinical/clinical results with a share price/MC way under their Cash position!!
TH has little cash and is burning that fast. So in no time, they will dilute again!
The share price is ridiculous low, that is in fact what the CEO is telling us, but hey, nobody of the BOD is buying ...........:-) !!!!
What a confidence/faith and great sign they give!!!

I am diversifying in other companies for sure.

SPCEO1 - (4/30/2022 9:26:40 AM)

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Is anyone one adding? Why or why not?

If I owned no shares in TH and had just come upon it, I would be very intrigued by it. The stock has been slammed due to the things you mentioned but we are roughly a month away from a potentially huge positive catalyst. All indications point to that catalyst as being positive in some manner, if not hugely positive. So, TH is an oversold stock with a high probability of good news in the very short term. It is a pretty good setup for an investor who is looking forward rather than backward. And if I were the CEO, I would be pointing that out to investors as often as I could.

jfm1330 wrote:If you would not own a single share in Thera now, knowing all you need to know, but judging just on facts of the last two years, would you buy now? Be honest. Peronnally I would not. Too many things went wrong and not as promised. That does not mean there will not be a positive outcome, but the facts are not pushing any well informed investor to buy. When I say well informed, I talk about knowing everything that is public information, not insider info. So just based on facts, no BS, I would not buy. For now I am hostage of the stock and I can only hope for a positive outcome in oncology.