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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 SPCEO1on Nov 06, 2023 3:20pm
132 Views
Post# 35720000

RE:RE:RE:RE:New Filing today

RE:RE:RE:RE:New Filing todayWhat if TH-1902's results look good while THTX simultaneously violates the Adjsuted EBITDA covenant? Might Marathon want to take the assets in that situation? Can THTX prevent them from doing so? I am not sure but PWIB has some related experience and might know the answer to that. I imagine IQ would come to the rescue again if that happened with the additional needed money but I am not sure how such covenant breaches actually work. If Marathon wanted the assets, could they get them even if IQ was willing to come to the rescue with more cash? And if IQ had to come to the rescue again, what percent of the company would legacy shareholders be left with after that? This is THTX remember, so you have to assume any crazy possibility might have a chance of happening! And the extra cash on the balance sheet is not going to help them dodge the adjusted EBITDA test, so there is some risk of yet another covenant breach. 
Trogarzon wrote: What are you saying here.  Should Thera breach their covenants again on some other parameter than the cash level, Thera would pay them off and get the balance somewhere else.


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