Theratechnologies Inc T.TH

Re: Wow

[Wino115]

Sounds like they are  trying to combine the ADC targeting with the immunotherapy approach to tumor suppresion. Here's some comps, it's taken them $80mil over 5 years to get to the end of the Phase 1....!  And, here's the confiming "supportive" data from the Phase 1:

"We have seen clinical activity in the form of stable disease, reductions in tumor volume including a confirmed partial response, and increases in pharmacodynamic markers that we believe are consistent with our proposed mechanism of action."

Notice the singular use "...a confirmed partial response..."  That's all they showed to support the $230mil raise. Guess stability, a tad of tumor reduction, and readings that are consistent with proposed MOA are all a drug needs to show in the early stages. 

[palinc2000]

The Offering appears to be  about 34% of the proforma numver of shares...Total pro forma  market cap around 700 million,,,for a company with no revenues and still in early clinical stage    and also they are obligated to pay an undisclosed royalty % to Stanford  Sigh of Envy!!!!! Upon the closing of this offering, we will have 33,521,726 outstanding shares of common

[Wino115]

Don't show this to Univ of Montreal.....In fact, Quebec is paying us for some R&D.  We have a negative royalty!  Actually, there is value in the fact THTX will not be paying any significant royalty on this. I do recall there are two rather modest payments, each less than $2mil that are based on filing Phase 1 and PHase 2 I think.   Sigh...yes, but this also shows the kind