RE:RE:RE:RE:RE:RE:RE:No longer accepting… For me it's about Paul's Rare Disease marketing and whether he is successfully applying that to THTX's drugs, particularly Egrifta. It seems it's about engaging doctors, patient advocates and patients themselves. You and others have brought a number of examples of Theratech sponsored events around doctor education. Maybe Paul knows from past experience that if you can successfully execute in this way then there is X% growth is possible from those types of engagement. I'm not sure they are at all relying on THTX's old way of doing things like change the formulation and you change peoples minds, it looks like it goes deeper than that.
Let's see where this Qs numbers come in. I still think they have some way to go to prove they've broken out of the long term revenue range of Egrifta.
scarlet1967 wrote:
I do agree i also believe there is good potential for a decent sale growth specificity Egrifta with quite healthy margins. The recent trial on visceral adiposity and Cardio metabolic risks sponsored by THTX among others is good indication that the company also believes in the therapeutic potentials of the drug beside lipodystrophy then we have the ongoing trial for cognitive impairment.... Hopefully they launch the F8 sooner than later to make Egrifta easier to use. Same as Trogarzo IV push and IM.
palinc2000 wrote: 3 cheers to those who still believe that revenues of the legacy drugs can become substantial!!!
SPCEO1 wrote: My sense on the hiring trends we have seen is that it is a positive sign but not a hugely positive sign. Some of the hiring is just for perfunctory positions and likely reflects normal attrition. Some of the medically related legal and scientific positions seem quite normal for where TH is in the testing process. The one were they were looking for a scientist with siRNA talent was interesting. The Chief of Staff position would indicate confidence in the future but that might just be around Egrifta and Trogarzo sales (by the way, Friday's update from Bloomberg continued the recent positive sales trend - 3 cheers for Mr. Leasure and his team!). And I am not sure if they dropped that position or filled it. The intention to hire an Investor Relations officer indicates they think they might have something important to talk about in the future and are looking to re-engage with the capital markets in a more serious way, so that is a positive. They are not laying anyone off, so that is also a positive. The hiring vibe leans positive but it is not like they are going nuts on hiring which might indicate they know for sure they have a big future in cancer and have just not been able to announce it yet.
So,to me, the hiring efforts at TH have been encouraging but not something that makes me feel like cancer is a done deal. I would not be surprised if TH never really has a huge hiring spurt if cancer looks like it is going to be a big deal as TH might get an offer it cannot refuse from big pharma before they have a chance to staff up in a very serious manner.
The nature of the financing the company has been talking about doing, and which they need to do,
may give us some good indications of where they are headed, moreso than their pre-financing hiring plans.
qwerty22 wrote: Seems to me like a fairly technical post. There's a vast amount of paperwork for the regulators that needs to support the clinical program. Much of the lab work needed for that has to start now in preparation for each new phase but also for the final approval process. It looks like this person is primarily involved in that. So while there is an active drug program you need these guys, if the program disappears so does the need for these guys.
Trogarzon wrote: I guess the unanswered question we have is are these hire a reflection of strength of the pipeline at Th or a way to find a path forward in case of doa of Th1902.