Theratechnologies Inc T.TH

Soon catalysts of THTX?

[Adonis]

Whats the next catalysts for THTX guys?..

[SPCEO1]

There always could be catalysts that the company is working on and that we know nothing about. But of the known catalysts, here is what I can see: 1.) Q1 financial results in early April 2.) AACR presentation on April10th 3.) Start of phase I cancer trial (May?) 4.) Confirmation that the FDA and TH have reached a final NASH trial protocol - uknown timeframe for that 5.) Result of discussions

[jfm1330]

News of agreement with FDA, and hopefully EMA, on the trial protocol, and news of the actual start of the trial. The stock price will not skyrocket on those news, but it should rise.

[SPCEO1]

The company has already clearly signalled that the outstanding questions from the FDA are not an issue that will derail the trial. My best guess is they company tried to get the FDA to agree to a cheaper trial and the FDA was not buying it. So, I am not sure that being formally resolved will mean much for those few of us paying close attention to the stock, but perhaps the average investor has a

[Wino115]

If for no other reason than starting the trial and getting approval will allow management to talk more confidently as a true Phase 3 player, it's important. No matter how the program is viewed, once they start the trial, discuss the plans and perhaps show some interim measurements, they will eventually have to be viewed as a serious competitor who only needs to show efficacy, not safety/dosage

[scarlet1967]

The price tag on THTX doesn't represent the value of the company, the valuation seems to be disconnected from overall market so does the leadership. The company's valuation never participated in the bull market even with the recent results it didn't catch up to comparable companies valuation not even close. The good news faded away too fast and this is the exact opposite  point of

[jfm1330]

This is one of the key elements to end up with a good result in this trial. Patients selection is generally critical in clinical trials, but in a new indication like NASH, with some subjectivity in the results of biopsiy analysis, having a really clear result on the biopsy will be very important. The pathologist will be a bit like a referee, you don't want to have many 50/50 calls. You need

[Spartrap]

You are very far from the mark. With a global average of 0.45 (US) to 0.2 (EU) pts/center/month enrollment in NASH, it's a bare minimum of 150 sites that need to be opened if one wants to enroll 900 pts (and then 1100 more!) in finite time.

[Wino115]

You're right -- I see Madrigals had around 200 sites!  So plenty of logistics to figure out.

[qwerty22]

You still get fresh articles about the breath of the programs in NASH, the multitude of different MOAs, growth hormone never has a place on those lists. I just don't think, broadly speaking, there is any real acknowledgement of thtx's program in the market. In effect we are still waiting for the market to realize there is Ph3 program springing from nowhere. Either that or the market has

[jfm1330]

FDA and EMA agreeing would send a strong signal. That being said, I think you answer part of the question with your own digression into some doubts. Personally. even thoufg I think they will proceed with the trial, I am not 100% sure about that. From the outside, they look very careful and said they want to learn from other companies mistakes. I think they believe in tesamorelin in NASH, but they