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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 Wino115on Dec 17, 2022 9:48pm
206 Views
Post# 35178120

RE:RE:RE:RE:RE:RE:RE:RE:RMD timing

RE:RE:RE:RE:RE:RE:RE:RE:RMD timingAll valid points and I think they really just weren't prepared to say much more as it required going back and strategizing before they could be definitive about anything. But I believe someone up here did post they contacted IR and they got permission to send out at least one of those and it may have been a few. I think you can probably ask IR for the intro parts of any of them and they can likely excerpt them, but I'm just guessing. They all say the same thing, so you can get the one from IR. I attributed a few of the Leeds paragraphs earlier that I thought were helpful in understanding the situation. 

scarlet1967 wrote: How would one access those reports if not a client?Also those analysts and their organizations have a limited number of clients. Sometimes we get a glimpse of those recommendations online but most of them are communicated to the clients only. What's the point of having investor relation department when they limit their communication to only analysts? Cantor PT is $9 the market says no way 94 cent is what the stock is worth. Point is relying on analyst to do the marketing doesn't work it didn't work when Edward NASH had $12 PT either. Any communication should be directly to as broad as possible audience. Times has changed now a days many if not most of retail investors do their own research as a public company the job is to sell your prospects to those folks as well ok no more complaining FOR TODAY..
Wino115 wrote: I replied to Palinc, and I can't speak for them but I think their view would be they  fully informed all the analysts that cover them what they were doing and the general "plan" in the sense of revising trial protocol and "right-sizing" to get to breakeven and they view analysts as a sort of broadcast mechanism to most shareholders and the general press, which did pick up on some of those reports. Everyone here now knows what any of those other shareholders know from what I can tell. 

PWIB123 wrote: I had the same question for Wino.  I'd also like to know why THTX thinks not engaging the general market on these huge concerns right now, but are happy to share with large shareholders while continuing to watch the stock price drop daily, is the correct IR strategy?

palinc2000 wrote: Wino I think you have mentioned this before but what is your source of your comment that the CEO was drawing up a cost cutting plan   etc    Did you hear that from a reliable source?


Wino115 wrote: I have to assume that since CEO told his major shareholders he was drawing up both a cost cutting plan to hit breakeven as soon as possible and a plan to adjust protocal to improve try to improve efficacy in the 1b that he will announce all of that. The timing is the issue. I think the protocol would be timed to correspond with his the wider cancer advisory team and FDA given the green light, so whenever that is fully thought out. The breakeven plan could be earlier but at worst, the annual results or if they choose to release this years sales and a range for next year. Those should provide some support given it's wildly beat-up. But hard to know timing for you on that. Would it be hard to see some support and a snap-back simply because that move would reassure analysts of what they already want to hear - hard to think it won't help but whether it's 20% or 50% who knows? It's still a very illiquid situation so it works both ways. 

Lee430 wrote: Well transfer in-kind it is......gonna need to tighten the budget a bit as this WAS part of my retiremt income.

SABBOBCAT wrote:

If it you have the means, you can take the RMD in kind, can't you? Hitting the bid might not be fun before the end of the year.

 

Lee430 wrote: I need to sell about 7K shares of THTX soon for this year’s RMD, was holding out for some positive PR from Thera hoping for at least a little bump before selling…..Any thoughts on whether I should pull the trigger now or hold out a bit longer?


 















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