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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 THobsvon Nov 07, 2023 3:36pm
119 Views
Post# 35722209

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:New Filing today

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:New Filing today

All of these comments are fair, they have lots of levers, they should hopefully have created reasonable adjusted EBITDA targets, etc. But we must remember this is a management team that raised equity at $1 to give them the cash they would have needed to satisfy the old cash requirements AFTER switching to an EBITDA target. They are not making smart or strategic decisions. We don't know what the targets are, anything is possible.

The most positive development to me, by far, is Soleus adding 9mm shares and tripling down on their investment. This is a tiny investment for them even after that add, but they could have just walked away. They also own a huge chunk of the company and can have more influence if they choose. 

At this point we have to assume management will at best do minimal harm to the business, but shouldn't expect them to make any value add decisions and can't take anything for granted. 
 

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