Theratechnologies Inc T.TH

The 2025 Plan

[Wino115]

I'm not sure why they are afraid to discuss the financial implications of the future, with all the risk warnings we would know.  Here is an example from another investment I have, Plug Power.  Now I fully realize the huge difference between a more predictable industrial roll-out with fewer "binary" events, but that shouldn't stop them from discussing their strategic plan and putting wide bands around it.    

Plug Power put in place a 2024 plan with EBITDA and Sales targets and adjusts it as they go along telling you where they are.  Here's their investor presentation with the 3rd page being The 2024 Plan with their strategic financial targets. Smart investors know these are just targets, not guarantees and it shows what they are aiming for.   

[url=https://https://www.ir.plugpower.com/Home/default.aspx]plug Power IR[/url]

[Wino115]

part 2, I hit return early .  My point is they can show what they are going for.    A 2025 plan with 1 to 3 oncology drugs, 2 on market.  A Nash drug approved and in US.   Put your targets out there and some financials around them.  Even just saying something like "Targeting 3 commercial markets, each over $1bil sales by 2025".  Put all the warnings

[scarlet1967]

Right on, this is how to make the investor understand the potential return on their investment, many investors need to known what are the potential early in the process.

[Bucknelly21]

To all the very market savvy people out there after the offer closes tomorrow will/should we see anything that would show strength or weakness about the purchasers of the shares?

[palinc2000]

I think that would be a futile exercise,How about issuing guidance for the next few quarters or better still for the next year,Meeting and exceeding guidance is the best way to prove that you have a good grasp of the operations,The Company was founded in 1993 and issuing guidance has never been in their  DNA ,,,SHOW THE MARKET   MEANINGFUL INCREASED SALES WITH CURRENT DRUGS AND THE

[realitycheck4u]

This post has been removed in accordance with Community Policy

[palinc2000]

Yeah ! We expect $1,500,000,000 in revenues in 2025 for Nash only and at least $1 000 000 000 in Oncology ......if the clinical trials show positive results....

[Wino115]

Look I know it will never happen with them, but they really should do it.  The idea would be to point to the future, not each quarter.  But you could have shorter term progress checks.  They sort of have the pieces there already it's just not put together as a coherent plan. so it would say reeves of $2 billion for 2025, because it's so outlandish most would laugh.  

[Wino115]

by the way, even if you don't make every stretch target in timing or size, but you accurately reflect adjustments -- it's a great way to build credibility behind what you are doing and credibility with the capital markets.  Unless you are so off and totally blow it, this would allow them to do that and so far nothing else has really done that for them.  The market loves companies