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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 > The Dougler
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Comment by SABBOBCATon Mar 01, 2023 10:11am
114 Views
Post# 35312235

RE:RE:The Dougler

RE:RE:The Dougler

I see a world where this gets scouped up for ~US$500M given that is middel of the range for a back of napkin sum of parts. 

Commercial Assets:     US$200-300M    2-3x forward revenues
NASH:                          US$100-500M    Pure pure play P2/3 are in the $900M range. Handicapped for HIV only
Oncology:                         US$0-100M    Look at comparable P1 
Debt:                                     -US$60M
Total =                       US$240M-840M

The thing is the company wont agree with the Oncology valuation right now which is why they are wanting to get the program restarted. 

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