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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 Jul 06, 2022 12:59pm
102 Views
Post# 34805493

RE:RE:RE:All take a deep breath

RE:RE:RE:All take a deep breathI wish that were possible (getting to over $100 million next year) but without some new info that would trigger such a continuing sales increase, I do not think it is within the range of reasonable possibilities to hope for. Hopefully, there is some new way to get there that we do not know about yet but this suggests a big uptrend in unit demand for Egrifta. Egrifta sales have been better recently but the longer term trend only has a slight upward bias. I did not think they would make their guidance sales this year when t hey announced it originally but they are tracking on that pretty well as best we can tell from the always suspect Bloomberg estimates. So, maybe I will be shown to be too pessimistic for next year as well. 

palinc2000 wrote: Any revenue increase makes a difference whether from Egrifta or from Trog but I think 100 million $ in revenue will be a stepping stone....The best confidence builder would be an increase in the sales guidance  for the current FY closer which would guarantee exceeding the  100 million mark next year...

qwerty22 wrote:

I have a question.

I'm not holding my breath for a large increase in revenue but is there a smaller amount of growth say in Egrifta that might change some of the metrics around a financing or re-financing of the debt? What sort of minimum increase in revenue could make them more attractive to lend to?

 

palinc2000 wrote: and relax!!!
THTX 's fair market value is not reflected in the SP...
The stock is not traded ....no sellers and no buyers

Almost 100 million shares outstanding and a few thousand shares change hands

Fixating  only at TH 1902 is only one component of THTX 

 

 





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