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 > What the New Presentation Means

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Post by SABBOBCATon Mar 10, 2023 2:17pm

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Post# 35331289

What the New Presentation Means

Here is what the new presentation means to me:

They are shopping things around. There is a large focus on the science and trying to attain value for it which is good. My guess is they are talking to both investors and partners with this deck. Glad to see them being proactive, but is it too little too late and/or will it fall on deaf ears after all this time?
There is no iminent deal or partnership coming down the pipe. If there was, they wouldn't have put the resources in refreshing the deck so they could meet with partners and investors. So the talk of deals is all hot air and no substance.
The statements about the financing could be perceived as deceptive. While the Marathon financing may have been non-dilutive prior to Feb 28th. Following the announcement where Marathon was granted 5M warrants, the financing became dilutive. Full stop. I made this clear in a couple emails to various folks at the company already.
Market sizing updates. As SPECO pointed out, they have upped EGRIFTA and reduced Trogarzo. Puts and takes with an overall increase to size. Without justification it is hard to understand where they are coming from? If nothing out it just raises more unanswered questions.