Theratechnologies Inc T.TH

Sermonizer VS Whinersssssssssssssssssssss

[palinc2000]

but at least we now know that if phase 3 trials are successful in Nash and oncology the SP will go to the moon,
I feel much better now,,,,

Disclosure
I am long this stock and have no relation whatsoever with anyone working at TH past or present

[scarlet1967]

And what if oncology hit the brick wall, although no value has been ascribed to the program as mentioned earlier the stock hasn't had any problem reacting to bad news therefore I would be more comparable if the SP was much higher during that trial.Some might don't mind loosing money or not making money during a bull market well I absolutely DO.

[palinc2000]

I was just being sarcastic!!! Of course positive results will bring  market cap appreciation,,,,,but as you know the stock market is a discounting mechanism for most stocks,,,,This is not happening at TH at the moment because thelast Offering was placed in the wrong hands for almost 50 % and because of the inclusion of warrants,,, This will eventually pass within a few weeks and barring any

[scarlet1967]

I got that but I was serious I will take 8 dollars before spring any given day maybe the cancer conference does the trick.

[Wino115]

that's the risk with all drug developments. I like the fact our toxin is known and it's heavily about the target effectiveness and other aspects.  No doubt it's hard.  But I like we have 4 shots on goal in cancer, 2 in NASH if we include HIV, 2 shots to get revenues up and 1 shot with a new Egifta formula and Trogarzo Push. That's a lot of shots on goal even though some

[scarlet1967]

That's why it would be beneficial if they had started the NASH phase 3 early in case the oncology results are not good, in fact the way I see it the possibility of getting NASH approved atm is higher as they have the dosing and safety and efficacy with or without holes.

[qwerty22]

Now that we have Mackie's working out I also feel much better. If this is what is required to justify the present SP/financing price then we are in safe hands that there is real value locked in this program. I don't think there is any way a 10% likelihood of success LOA represents the true situation for this program. In effect the financing was done based on a zero chance of success in

[qwerty22]

Some data sources if you want to work out your own LOA. https://www.bio.org/sites/default/files/legacy/bioorg/docs/Clinical%20Development%20Success%20Rates%202006-2015%20-%20BIO,%20Biomedtracker,%20Amplion%202016.pdf https://cdn2.hubspot.net/hubfs/3828687/Alacrita_April2019/PDF/Pharmaceutical-Probability-of-Success.pdf

[qwerty22]

*Likelihood of Approval* =LOA

[palinc2000]

It appears that you are now seeing the gaping hole much smaller ....If this is the case good for you...,,,,, we are going to see updates from Mackie increasing the odds from 10 % to 20%   then t0 40% etc  and the TP will be upgraded ....TH share price stands a chance to appreciate even faster than I anticipate

[palinc2000]

My point which is shared by all the other whiners is that the dichotomy between the Sp and the real value of the Company has never been so great,,,,It stands to reason that the pendulum will soon start reversing course

[Bucknelly21]

The problem is mackie won't move the needle. No one cares about them...

[palinc2000]

The maximum pain is a thing of the past imo,,,,,as long as Murphy does not show up,,

[Bucknelly21]

Lol

[qwerty22]

It's whether they (and RBC) are indications of the general market sentiment. If they are then it appears there's a route out of the hole.   

[qwerty22]

I still see the hole in the clinical data but it's much clear what's behind at least some of the poor sentiment. I can't help thinking if Intercept had got the nod from the FDA things might be different. Risk-adversity has to be uppermost in an indication with so many high profile failures. Non cookie-cutter programs are never going to look attractive in that atmosphere. I agree