Theratechnologies Inc T.TH

How should the stock react Monday?

[SPCEO1]

To our medical team (and I hope JFM1330 is still on it), how do you compare what the company revealed at this year's AACR versus the VM revelation last year? Is it bigger news than that? Seems to me that the scope of the data, combined with the very early Fast Track designation and the fact TH is now in its phase I trial suggest the market should react pretty favorably again on Monday. But that assumes investors are paying attention and I am not sure that is true. TH has almost no analyst coverage and I don't expect them to raise price targets on the back of this new data. And retail investors are not really showing up yet for TH. Soleus has their position already - hopefully they can inspire other institutions to take a stake in this very intriguing cancer opportunity. Last year it was just robots trading with each other for a day or two. What is needed is a mad rush by both institutions and retail investors to push this up on a daily basis. So far, I see little evidence of that but maybe this data will start to change the dynamics around TH's stock. Most stocks today have too much speculation already priced into them but TH certainly is the opposite of that. It is a rare bargain in today's overbaked market.

[stephanedodier]

$200 :-)

[qwerty22]

CAD or USD?  

[qwerty22]

To me there isn't much new, we'd need to see the posters to know the significance of this data or if there are new titbits. I think to somebody that's new to the story there's lots to like. I like the 1st sentence in Christian's quote "The FDA fast-track designation for TH1902 was supported by the data presented today.".  That in itself suggests there's value

[Wino115]

i think it will get some investors to add or top up but not sure about a stampede.  I set up a number of Google news scraping filters on AACR and so far I have not seen any mention of TH1902.  I'm not too surprised as there's literally thousands of presentations. The press news for places like Stat focused on more Star-Wars like approaches that were in plenary sessions --one

[Wino115]

The last after hour market trade was at $3.70.  Maybe we can break through and hold $4,00 convincingly. We need that to get FTV's springtime $5 target.  

[FredTheVoice]

Fun to see that the company is doing a fine job. And Pipeline, moving along nicely, oncology that said. Was faster than expected, fast track was a nice gift. But, Wino, and others, on that spring target of 5$ U.S., we will get to it and beat it if we get positive news on two front: 1. We need news that NASH is going forward with phase III. More long it takes, ...just not good for market

[PinnacleX]

Who cares about someones target, just beat on earnings, rest will take care of itself. 

[Wino115]

I assume you mean revenues since there are no earnings. Keeping up the revenue momentum would be nice.  Revenue mu,triple is fair, not wildly cheap like it was.   Getting proper valuation for the pipeline is the big value enhancer.  

[PinnacleX]

 No Earnings thats what most refer to financials.  But, sure. 

[qwerty22]

What I'm reading is making headline today is late-breakers, some surprise wins and fails and some 'themes' emerging around cytokines, kras and NK cells etc. Nothing specific for THTX and not really anything much closely linked like ADCs/PDCs making headlines.