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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 palinc2000on Oct 30, 2023 6:18pm
127 Views
Post# 35708233

RE:Contradictory

RE:Contradictory While I dont have access to anything not disclosed in the press releases I would bet with close to 100%certainty  that The Financing with Investissement Quebec was being negotiated back in September and before ......at the same time that management was hinting that the dark clouds had passed 
Contradictory for sure but many other less flattering adjectives come to mind

scarlet1967 wrote:

Theratechnologies retrouve la faveur des investisseurs | La Presse

As per CFO:

"The stock market decline observed this summer was “totally unjustified”, according to Philippe Dubuc, because, he says, the problem which affected income in the spring was exceptional."

As per CEO during last CC:

"In the third quarter, new prescription growth continued on a strong path, and we expect results to follow in Q4 of this year and into next year. 

Jumping into our financial progress. In July, we announced measures to realize a $5.5 million in cost reduction for 2024. But through tight expense management, we are already seeing the impact of this measure. We're happy to report that we recorded adjusted EBITDA of $2.2 million in the third quarter. Not only was this critical milestone achieved far before the end of the fiscal year, which was promised in January, but it also marks a significant improvement quarter-over-quarter. These results put the company in a positive adjusted EBITDA range of 10% of revenues, and we are confident this figure can be improved in the coming quarters."

 

https://www.lapresse.ca/affaires/entreprises/2023-10-26/investissement-quebec-a-la-rescousse-de-theratechnologies.php

Then on October 26th the CFO:

"We were a little tight, because we have to have 20 million in cash on the balance sheet and we were at 23.8 million in the last quarter."

On September 5th they released the preliminary results at the time the SP was US $1.03 shortly after on September 9th the CFO said the decline of the SP was totally unjustified. Yet last week they sold some $25 million shares at US $1. How can you claim the low SP is totally unjustified yet shortly after sell a considerable amount of shares at those prices. 

As per the financial projections it sounded like the cash burn would slow down due to what the CEO said. Did they need $25 millions US now selling shares at multi years low at totally unjustified price? It all doesn't make sense at all since they have been sending contradictory messages in a short amount of time. Unfortunately the contradictory messages have been made for too long resulting in lost credibility. Also when the CEO said he will rise none dilutive funds it sounded great, but the Marathon loan and its requirements which the company agreed to but couldn't honour makes one wish that they should have diluted us then instead of now. As for bringing in new shareholders for job security if true how long does it take for our new friends to realize this board/leadership can't be trusted? 

 

Inconsistent, contradictory, conflicting, confusing...= not believable, not trustable, not respectable...

 



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