Theratechnologies Inc T.TH

Anyone think it was odd

[SPCEO1]

that the Water Tower Research paid for piece focused on cancer and basically overlooked NASH? Is there a reason (besides the FDA meeting and working to get the EMA on board) we don't know about for pushing the start of the NASH trial out to the third quarter? Is the reason they sold equity and warrants at a zero value for NASH because the company does not believe in their NASH plans and might deep six it if the early cancer data looks really promising? Just trying to connect some dots but may be trying to hard to do so.

[jeffm34]

At the very least they could do a partnership and license out NASH. If that was the plan though it would have given them some up front cash negating the need for the financing 

[SABBOBCAT]

I think they believe in it, but with the threat of generics or black market using the old formulation, the ease of the F8 and pen injector will only allow for so much pricing power and market share. It still has way more value than the market puts on it, but as a company I am glad they are focusing on the cheaper and faster oath to value.

[qwerty22]

I just thought it was part of the plan of getting the cancer story out in advance of AACR and first dosing.  

[realitycheck4u]

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[Wino115]

I noticed that at the original "fireside chat", but what I figure is that they only paid for a quick 30 minute "pitch" and follow up and made the correct decision to provide the full picture up front (which included the discussion of NASH, Phase 3 and their excitement to go for two large markets) but then to pivot to the one trial coming up first and that will provide the next

[scarlet1967]

They did start with an introduction of legacy drugs and NASH but as many suggested they are currently in the process of finalizing the NASH protocol to get both agencies onboard so once that is done they can talk publicly about it. They did although briefly start with legacy drugs and NASH( got letter to proceed for phase 3) but the focus was mostly on cancer trial which is due sooner than NASH

[palinc2000]

Willingly not  proceeding with Nash is NOT an option,...They did an Offering based mostly on the need to fund a Phase 3 Nash trial,,,

[scarlet1967]

I think it is odd that other companies got the point long ago and our company just started to pay attention. What happened to CYDY and the likes in the past year or two shows how a successful retail oriented business regardless of sector can be rewarded with fair and sometimes unfair valuations. The pandemic also showed us working remotely using the better and advanced technology is possible

[MHemorrhage]

  Older millennial investor in THTX here. Reddit is HUGE, especially with Gen Y and Z. It's usually attrtibuted as ~fifth most frequently visited site in the U.S. I'm active in a couple dozen financial subreddits (what Reddit calls its individual category-type sections) over there and I've seen most grow by the tens of thousands of individual subscribers (in your account, you

[scarlet1967]

I think that's a good idea, I believe the report should be written so the medium and long term prospects of company is highlighted of course growing earnings  are very important but we really need to attract investors rather than traders. I did create an account on Reddit this morning but if you have been active there it's best that report is posted by yourself thus more exposure.

[scarlet1967]

Below is a star! Please post your report here so other posters can comment. THTX for retail investors The company’s CEO  have bachelor of science in biochemistry, CFO has master of business science, CMO has Ph.D. in biochemistry and General Manager in EU has Bachelor’s and Master’s degrees Between just four of them they have over 100 years of management experience in the industry

[MHemorrhage]

This is great - thanks, I'll copy/paste yours into my Word doc and edit into mine later what I didn't have/what you better explained. Here's what I had going so far (really hoping the formatting stayed):   THTX/TH - The micro cap you haven’t heard of Nasdaq: THTX TSX: TH   Theratechnologies is a commercial-stage biopharmaceutical headquartered in Montreal, Quebec. But

[scarlet1967]

This is a great looking forward to see the final version.....

[MHemorrhage]

Awesome. I'll post an updated one w/ Q4 numbers (and other PIII NASH market caps) for more commenters' edits then too in 2 weeks. What sucks, is some of the largest financial subreddits have qualifications to post due diligence on companies that exclude THTX. Such as, can only post about companies with over $1b market cap, share price must be over $5, etc. so we'll have to post this in

[longterm56]

You should also include a simplified table of the comparable companies (in both oncology and NASH) and their market caps (tables were posted here a few weeks back).  Make it so simple and concise so that one can understand it quickly and take away the main thought: THTX should already be 3-4 times it's price for either NASH or oncology, but it has BOTH + real revenues!     -LT

[MHemorrhage]

That's a good idea, I could post a visual comparing the market caps rather than spelling it out. You can't post visuals/graphics in Reddit's text threads, but I'll create a visual comparison and upload it to Imgur (Reddit's image hosting service) and link it to my thread. And yes I hadn't thought about comparing to other oncology companies' market caps, too - do we know

[scarlet1967]

This was posted here  I put it on Stocktwits as for PDC/ADC I look it up tomorrow we have time! https://stocktwits.com/davidden/message/274033382 https://stocktwits.com/davidden/message/274033382

[scarlet1967]

Below are few companies in the space which is innovative versus conventional cancer therapies. As for the report my version was very simplistic compared to Jim’s, the advantage of simple language used is just about anybody from age of 18 only with high school degree can understand it. The various oncology financial opportunities (market caps in dollar amount) were from information available

[MHemorrhage]

Got it! And Wino's and Sabbocat's, too!

[scarlet1967]

It's a lot info to coordinate so please post it here first so we can all add insights to it once it's posted on their platform  I will be there to back it up.

[MHemorrhage]

Absolutely, once next Q's released, expect the post with y'all's edits up here for game time edits a few days later - prob that weekend

[longterm56]

If you do a power point version, we can send it to Leah ;)    -LT

[Wino115]

Interesting to see if you get questions or followers. One thing that often helps in stocks few have heard of is for you to reference a quote from either a KOL or qualified management (like Marsolais or Levesque). So, for instance, I think one of them said it was rare to get fast track on just pre-clinical and that it was for any and all tumors that overexpress Sortilin. Lends some credibility to

[jfm1330]

My version of this part. Their cancer drugs TH1902 and TH1904 are peptide-drug conjugates (PDCs). The proprietary peptide (TH19P01) is a ligand to sortilin, a receptor expressed in many types of cancer and also a drug carrier since different drugs can be linked covalently to the it by a selectively cleavable linker. In the case of TH1902 the drug linked to the peptide is doxorubicin, and in the

[scarlet1967]

Good summary, possibly a bit too scientific for average investor but still understandable, sounds nice and most people with a bit of efforts can undrestand the content.

[realitycheck4u]

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[MHemorrhage]

Thank you, editing this in!

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Wino115]

If you can post pictures, the mouse charts are pretty eye-catching.  Maybe a link to it on their site?  Are you posting this in r/CanadianInvestor?  Will look for it to upvote or throw a question in there. 

[SABBOBCAT]

I like the explanation, but in my head I would analogize it to mass mail marketing to digital marketing. With mass mail, you are sending leaflets out to everyone hoping that the right people look at them, while with digital marketing you are targeting the add to those that most likely be influenced by it. Sortelin is like your browsing history, while the peptide is the code that targets the ads to

[MHemorrhage]

Got it - nice!