Theratechnologies Inc T.TH

Botched shareholder communications and capital allocation

[SPCEO1]

Check out slide 38 in the atatched presentation. Dealing with us is the least of Dawn's problems right now given the much more aggressive approach of the Sonic Fund towards ADVM versus our friendlier efforts. But the poblems are the same, or at lesat some of them are. 

https://static1.squarespace.com/static/603c48495646d67cf7bdd2aa/t/6081e18162f6fe2e0dce8e84/1619124615250/Save+Adverum+Deck+4.22.21+Final.pdf

[palinc2000]

Check slide 52

[houbahop]

Check the share price action today: ADVM down 62% on massive volume.

[SPCEO1]

Apparently, it is very different situation than we face as they had a big trial failure and that appears to be the cause of the drop.  What is interesting is the similiarity of some of the complaints. We should take note of it but should likely not read too much into that either. I passed it on as I thought everyone would find it interesting that Dawn was involved in another company that is

[scarlet1967]

So a much smaller company than Pfizer compensated their board members more.. Now you tell me why would anyone trust ANY member on that board?

[Wino115]

Wow-- that situation can't end well. If I were her I would resign rather than be smeared that way.  Given some of the sell side comments posted in that presentation that very specifically highllight the "internal confusion" of the company, I wonder if there is a "street view" of her that rubs the wrong way. Not particularly good to be associated with situations like

[realitycheck4u]

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