Theratechnologies Inc T.TH

1Qtr with Slides

[Wino115]

If you didn't see the call, there were slides with it.  Some are useful to see.  You can skip to each slide and listen to just the ones you want to or just see the slides.  There is a Trogarzo customer satisfaction survey in there which is new.  They focus a lot of the AACR on the colorectal results which are a strong demonstration of the approach.  He makes one point in there toward the end of that slide that even the most recent ADCs suffer from often causing neutropenia and infections, so if they continue to show this safety data it will be huge versus all the ADCs in those indications, assuming it's equally or better in efficacy.  

1 Qtr Slide Presentation THTX

[SPCEO1]

Some thoughts on those slides: 1.) Marsolais and Leasure were ready to ask questions if there had been any. It sure would have been nice to get some additional color on the AACR presentation data from Christian and also would have been great to hear from our new head of global marketing. Since there is not much goign on outside the US right now, I would have liked to hear him explain why his

[Wino115]

Exactly why they should solicit email questions from investors prior to the call and select the half dozen THEY want to chat about -- like Christian elaborating on AACR, etc..   They really need to do this. Paul has now seen that for a year, he is greated with either embarassing silence or really innane questions from the junior coverage analysts that miss the major emphasis of his strategy