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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

Post by SABBOBCATon Dec 13, 2022 10:21am
208 Views
Post# 35168292

Great opportunity!

Great opportunity!

I feel this may make me sound like SPECO, but these opportunities don't come along very often. We are able to pick up shares at roughly 1x forward revenues right now which is a steal of a deal. 

I have been passivly adding to my position as the indescriminent tax loss sellers are met with a dearth of buyers which is driving the price down. This is frustrating for some, but please consider tthe following two things:

1) Friday Dec 23rd is the last day for tax loss selling with standard T+3 settlement for 2022.
2) There is an tranche of options expiring on tuesday Dec 20th with a $0.38 strike price.

This means that this buying "opportunity" will only last for another week to 10 days before the reversal starts. It may not come roaring back, but the price should stabalize and once the newsflow starts back up. Best case is the market takes the option exercise as positive and we se a nice pop next week, but im not holding my breath. 

The question is? Do you have the conviction to add down here? For me, the answer is yes.

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