Theratechnologies Inc T.TH

NBF report is out

[SPCEO1]

I am not sure you could really call it a report, however. Not much effort was expended in producing it - I am guessing he may have dedicated 30 minutes to this. It is more evidence of bad blood between the company and Bay Street. The analyst, however, did not reduce his target price, however. Which I was surprised about given the revenue shortfall.

Like all of us, the NBF analyst is perturbed by the jumpy quarterly sales trends. I think that can partly be blamed on attempts to manage quarterly sales, as noted earlier, by stuffing the distribution channel in one quarter and hoping sales pick up enough in the following quarter to cover your tracks. But that pick-up never happens and sales look lumpier than they probably actually are on the ground.

[Wino115]

If NBF didn't at least review oncology and how the trial just started and what the significant data story told, then it's criminal and clearly a blow-off of the mangement and name. If I recall, his target is well below the current price so if he didn't change it, he is on a sell and believes you will lose money over the next 12-18 months.  This explains two things -- why we keep

[Wino115]

BTW, on of THE KEY issues here is that they are not being covered by biotech analysts or oncology analysts.  At this point it's only two middling "healthcare" guys which really doesn't amount to much for Canadian analysts and one NASH only analyst.  The really need to lean on the Soleus guys (& whomever else bought in to that OO) to ask them to introduce them around

[qwerty22]

People looking at the transcript, what was the comment Paul made at the end of the call about investor engagement and bringing on new investors (I assumed he was talking about Soleus there)?  

[scarlet1967]

"People looking at the transcript" What else should we look at to get some insights, any suggestions?

[palinc2000]

On the capital market side, the recent offering we closed in January has afforded us the resources to further support our strategy to enhance our commercial initiatives, R&D development and working capital needs. Additionally, we are devoting more resources to enhance our outreached to the investment community and the deal has allowed us to cultivate new institutional investors who are focused

[palinc2000]

  I am absolutely confident that Theratechnologies now has the resources, talent, and infrastructure needed to succeed, and we're committed to doing so to drive future sustainable growth and value creation for all our stakeholders.

[scarlet1967]

Does anyone think it's not only professionally unethical but also morally disrespectful for an analyst not to attend the call after getting a handsome commission? What does it take for the company to react? Apart from being humiliated by their analysts add to the list unfair valuation, frustrated loyal investors, bad reputation etc. Do the company's board members care at all or are they

[scarlet1967]

I saw a post elsewhere from a longtime investor who happens to be Spceo's client who has lost money on his THTX investment also is about to loose his job with three kids. I have made my voice heard by the company looking forward to seeing others do the same if they think there is a reason!!

[Lee430]

Wino, If I recall correctly these are the two I did not vote for last year and when looking at the vote tabulation I was not alone in that effort....Hopefully some of the highly experienced members of this board will help pull us together as one LARGE voice for some common sense change.  ”Common sense is not so common”

[Wino115]

That's my plan. Their Board is overloaded with the Montreal Business community stalworts. That is not what a company Board hoping to be a global pharma firm shoudl look like. That's one where they're all looking to cover each others backs with groupthink, get help into the next country club or elite kids school or have solid cocktail banter for the next party. Since they all only know

[realitycheck4u]

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[Bucknelly21]

Thera never disappoints do they, im almost fed up with them... on my last leg