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.

TSX:TH - Post by User

Theratechnologies Inc > Tranche 3 by end 2023

<< Previous

Bullboard Posts

Next >>

Comment by qwerty22on Aug 11, 2022 2:29pm

105 Views

Post# 34889117

RE:RE:RE:RE:RE:Tranche 3 by end 2023

The only issue seems to be the one SPCEO is highlighting which is whether you have to commit to large upfront/milestone payments to get the rights.

PWIB123 wrote: I interpretted the way he approached that specific possibility as more of a justification for the business case to add a 3rd drug, because it wouldn't be disruptive or require a large investment. He essentially said, "we already have the overhead allocated to the two existing drugs with a very large cohort of built-in sales leads from the doctors we're already calling on." Gross margins aside, this makes every dollar of revenue more valuable than the current two drugs. Same sales force, same customers. He didn't say it, but it should also increase the equity value of the stock when you apply a current value multiple to new revenue without a lot of additional cost associated with it.

qwerty22 wrote:
Just to clarify. What I thought he might be saying is that he almost he's his sales force as something like a contract sales force but in a niche sector and seeing this as a partner getting access to this asset. Maybe I'm over thinking this, maybe he's just talking about picking up US rights to drugs.

qwerty22 wrote:

It's a little odd the way Paul talked about a potential third product. The way I took it is he sees his sales force as having the ear of 2000 physicians and the third product might be somebody who wants to access those doctors. It just struck me as an odd way to word things. Presumably mostly HIV specialist docs but maybe those dealing with co-morbidities in the hiv population. It's hard to find candidate drugs, most hiv related drugs (and hep c etc) are in the hands of big Pharma.