Theratechnologies Inc T.TH

RE:Info on Meeting vis Truist today

[Wino115]

Interesting. A few thoughts.

1. She seems pretty well qualified - BA @MIT, Doctoral @ U Chicago.  Analyst at Deutsche, Citibank and now Truist. Decent rank on "successful" calls from the puplic sites I saw. Would make a nice analyst addition if it ever comes to be.

2. Normally these kind of meetings require a big push by sales people to engage their top biotech or small cap accounts to want to meet them. For it to succeed, you normally would lean on companies that follow their analyst and have done well with them in some past calls --basically leaning on her knowledge to say, "..here's one you may want to learn about now, from the top mgmt, because it may be something you'll want to invest in sometime over the next year...".   In order to do that, she sort of has to make a case to the sales guys and, if she's going around with management which is likely, a quick little pitch as the meeting starts.  Maybe you'd say something like "The fastest growing oncology products are targeted conjugates --huge successes with Gilead/IMMU, SeaGen, AstraZeneca, etc...  New generation of targets to understand.  Here's one with high prospectivity in solid tumors. What COULD make it special is it bypasses resistance (explain) and it seems to show an effect on cancer stem cells and VM (explain).  So it's in trials right now, midway in a 1b basket trial with data to come shortly.  Meet them now, get introduced to the idea, ask your questions, follow the results as they come out. 

You hope that this will get you the 6-8 meetings you can get to fill a day up. 

SPCEO1 wrote:

I am not seeing any notification of a Truist report yet on Bloomberg.



10/18/2022 07:15:06 [BN] Bloomberg News

Theratechnologies at Non-Deal Roadshow Hosted By Truist Today

By Bloomberg Automation

Truist is hosting a corporate access non-deal roadshow for Theratechnologies Inc. in New York

today.

WeConvene provided the following details:

==============================================

Title: Theratechnologies, Inc. (THTX) - Non Deal Roadshow

Summary: Truist analyst Robyn Karnauskas will host a Non-Deal Roadshow with the CEO; SVP/CFO; SVP/CMO; SD,

IR of Theratechnologies, Inc on October 18, 2022 in New York. (In Person)

Management/Speakers:

Robyn Karnauskas, Biotechnology Analyst

Host Contacts:

Robin Mann, [e-mail]

==============================================

Analyst price targets for Theratechnologies range from C$3.25 to C$8.53, with a consensus average of

C$4.91.

Theratechnologies has 1 buy recommendation, 3 holds and 0 sells

Market cap - C$263.5 million

Short interest - 172,649 shares, representing 0.2 percent of the total float and 2.7 days average trading

volume as of the latest data

The Relative Strength Index (RSI) indicates the company is neither overbought nor oversold

Shares of the company fell 3.1 percent in the last session to C$2.77 and are down 27.5 percent this year