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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 PWIB123on Sep 26, 2023 9:57am
189 Views
Post# 35654306

RE:Square the circle

RE:Square the circleThe details provided in the Q&A and two or three nuggets droppped in during the presentation that weren't included in the press release were more positive than reading the quarterly report at first glance.  The market isn't responding well to it initially this morning.  I thought the analysts asked good questions.  I didn't walk away feeling super confident about the future, although there were various points made that suggested the potential for a better future.  I'm kind of stuck between hope isn't a strategy and they have a strategy that they are hoping will work.  For example, the answer to the quesiton about what evidence would suggest the F8 formulation will drive revenue was answered from what sounded like anecdotal evidence and not necessarily a specific driver of new sales growth.  While recognizing sales were basicaly flat, they didn't provide any clarity on how they were going to get to a higher sales number until the analyst forced them to answer it, in which I still didn't feel like we got a clear answer.  I was glad to hear there has been progress with TH-1902 trial, and I thought their answers to what is taking so long made sense.  I wish they would've pointed to the value proposition with specifci comparisons.  I'm glad to see fundamentals back in play.  A lot more patience still required.
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