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.

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Theratechnologies Inc > Presentation is a good sign

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Comment by SPCEO1on Jan 09, 2023 3:40pm

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Post# 35211884

RE:Presentation is a good sign

The timing of the enw presentation is almost certainly related totheir going to the JP Morgan Healthcare conference this week and meeting investors there.

SABBOBCAT wrote:
The fact they actually put up a new presentation very quickly into the new year vs. waiting to use the post earnings presentation is a healthy sign. Typically management would have likely sat on their hands and waited. This uncharacteristic effort tells me they are not only planning for the future but also are going to get out there and try to sell a story. The question is what are they trying to sell? An OO #2? Partnership? The whole enchilada? Only time will tell, but they are likely on a bit of a fishing expedition to see what they can get.

I'd like to think the shift was driven by a tap on the shoulder from large investors (Soleus?) and the BoD saying "enough is enough, time to drive value or we will find someone that can". And I don't think this is uniquely aimed at Paul. He is growing sales, but there is no flow through from any work to the share price. My guess is that if no value enhancing deal comes between now and May, Dubuc will be the one sent packing.