RE:RE:RE:RE:RE:All take a deep breath The most interesting to me is 2) and 4)
And how much Paul's rare disease/ niche drug experience can shift the needle and whether that can tap into the broader (non label) idea that VAT comes with more health issue. I don't doubt that it does, it's just how much THTX can convince that Egrifta is the solution to the problem given that it's largely an off-label discussion that needs to happen. I does seem this is what the company is doing through it's "educational" approach.
I do believe that marketing works in Pharma and that Paul's experience should be applicable to Egrifta it's just how much that can shift the needle.
palinc2000 wrote:
I think there is a lot of new info out there
1-The restrictions imposed by the pandemic have mostly all been lifted
2-For the first time since the launch of Egrifta and the launch of Trogarzo ThTX now has an in house only sales organizations led by experienced executives with proven sales achievements in prior jobs .Moreover the CEO is an expert in sales abd marketing of niche drugs
3-As soon as the end of the pandemic was in sight the company issued sales guidance in amounts higher than seen before
4- Hiv patients with lipodistrophy are 20 to 30 times higher than the number of patients on Egrifta ....Thus great potential and we know that treating lipo has many other benefits(Scarlett can provide a list)
5-F8 formulation for Egrifta and new method of administration for Trogarzo will also help increase the number of patients
6-Even Bloomberg imperfect data is are showing an uptrend
7-Finally stupidity has been defined as doing the same thing and expecting different results! What Paul and his team are doing has very little similarities with the past .....It has been over 2 years dince his joining THTX but the pandemic was a spoiler
SPCEO1 wrote: I 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