These are the questions the company has to address in convincing manner to gain the confidence of not only institutional investors but also the more atm relevant retail investors. I think the conservative analyst at RBC still questioning the NASH phase is stupid as they clearly stated it will be phase 3 also although the sales are important too many questions are related to legacy drugs rather than R&D programs emphasizing the company’s strategy to shift the focus to more promising R&D programs has not worked so they need to a new strategy imo. As per the last question the answer was giving away a large portion of the company for a dreadful price.
Theratechnologies Inc. (THTX) – Sector Perform, $2 PT 1) Can you speak to how reimbursement is progressing in the EU, how uptake has been in countries where you have successfully negotiated, and where you are focusing your commercialization efforts next?
2) Can you comment on the Chief Commercial Officer transition, especially given the timing—in a pandemic, during the SV launch and reinvigoration of Trogarzo efforts—and when can we expect a replacement? What factors do you think contributed to better than expected commercial performance in 4Q?
3) Can you discuss the commercialization dynamics for Trogarzo, and in particular how the pandemic is impacting the renewed push to doctors and patients? How is access to Trogarzo given the disruptions to hospitals, and are you able to successfully transition patients to receive infusions at home or in the clinic?
4) What have been the greatest challenges in getting in front of doctors and increasing awareness and use of Trogarzo? What has their feedback been on the drug, and how is the sales team adapting to telemedicine?
5) How do you see the competitive landscape evolving in HIV, with new agents for treatment-resistant patients and long-acting inhibitors from major players such as GILD, MRK, and GSK on the horizon? What advantages do you see for Trogarzo, and is there room for multiple drugs in the treatment paradigm?
6) Can you speak to how efforts to commercialize Egrifta are going, and how has the feedback been on the new SV formulation? Has the commercial performance in 4Q been due to sustainable growth across both products, or are there any inventory and stockpiling effects that may have contributed to the recent beat?
7) Can you provide some additional color on what the feedback from the Agency has been like on the proposed NASH trial, and what has the tone of interactions has been? Have they agreed that you do not need ph.II biopsy results or an adaptive ph.II/III design, and can you speak to what types of remaining questions they have that will be addressed at the future meeting?
8) Can you speak to what the finalized trial protocol for NASH looks like, what the powering might be in light of the larger trial, and what the expected timeline is for the interim and complete analysis? How have you designed your trial to maximize the PoS given the difficulty that other companies have had in meeting the high bar in NASH?
9) Can you provide any additional granularity on the sortilin strategy—what is the level of efficacy you are looking for in the 40-patient ph.I trial to make a go/no-go decision, and would you be comparing it to docetaxel? Is there a particular indication among the ones you have chosen that you may be most excited about, such as breast/ovarian? When can we expect data from the ph.I trial, and when can we expect an IND for TH1904?
10) Can you speak to what sort of capital and strategic options you are considering given the expectation of running a large ph.III NASH trial and also entering the oncology space with the