Theratechnologies Inc T.TH

NASH partnership

[jeffm34]

The data and safety is all there.  Shouldn't companies be lining up to try and partner with TH?   It's going to be a long expensive trial. Take a partnership and let someone else spend the time and money then TH can focus on multiple oncology trials.

[FredTheVoice]

Jeffm34, So Th bought back the rights for EGRIFTA, And now, they will give some away again ? Bad move in my opinion...... What if Oncology makes the stock rise so nicely in the next year, that the next financing, lets say, at 16$C, makes everyone very happy..... FTV.

[ANALIAS00]

So Fred suddently you care about impact of a bad decision for shareholders ? You should not, SP may still double in the next two year an a half. So who cares ? :o))

[FredTheVoice]

Analia, we all need spring fast and sweet, still want you in my foursome...... Yes, I care about bad moves and impact on sharholders, I am one of them, But still think that TH did the right move, giving some visibility with that bought deal. Sounds strange, but Th was out of the radar, now more visible, and cash in place to start both protocols. Maybe not an "hole in one" before

[ANALIAS00]

Yes you are right. But I really think they could be at the same place without the bought deal dont you think the same way ? And with that visibility increasing, they could have sign something better couple months later. But ok ok ok I get it. They were not willing to "gamble" and they may had to face something that we dont know. At some point I reconsidered TH's confidence for their

[Wino115]

From all you can see it looks like they want to push the NASH indication much further down the road before considering that.  I think any pharma would also want to see it pushed further down the road and happily pay up to get involved in something highly de-risked. If they prove it up, what they need in partnership isn't the science, but the distrubution globally since they own 100

[jeffm34]

Push it further down the road?  If everything goes well you're looking at 3.5 years to see if the trial meets its end points. Then up to another year for FDA review and approval.  Yes NASH is a big market but it will also be a crowded market.  If there are oral treatments available, they will capture most of the market.  I don't think spending money and resources on the

[qwerty22]

I think complete resolution of the regulatory position this year would be an important milestone for any partner. Grinspoon's heart fat trial should generate data this year, another interesting fat depot. Stanley's non-hiv, biopsied, NAFLD/NASH trial may readout next year. I'm hoping for an open-arm in the Ph3 to give some sort of interim data readout in the study population that would