Theratechnologies Inc T.TH

remember this?

[scarlet1967]

"3D animations are great support to explain the mechanism of action of a molecule. With the help of Amerra, we were able to convey how our promising peptide-drug conjugate technology works inside the body. Amerra  produced such an amazing result at a cost a small biotech like us can afford. We're very much looking forward to working with them on our next animated video."

- Nichol Pelchat, Associate Director, New Product Planning

https://youtu.be/6iu07e1_us8

Yet they are quite generous with their compensations which was announced on a Friday afternoon thus less attention. So whose interest has been prioritized using the funds for a cash strapped company? the employees with fat bonuses or decent marketing to support the valuation of the company subsequently a decent ROI for their loyal long-term shareholders?

[realitycheck4u]

This post has been removed in accordance with Community Policy

[scarlet1967]

That clip had almost 5 k views cause they used a third party platform compared to some 20 views when they upload a clip  on their platform. My point was about the comment about low cost.  

[scarlet1967]

Saving money on essential marketing yet spending money on compensations/bonuses  doesn't represent a company which appreciates  their shareholders loyalty.

[realitycheck4u]

This post has been removed in accordance with Community Policy

[qwerty22]

They are executing on a medical research business and you're complaining about videos.

[scarlet1967]

I am complaining about not allocating enough funds to the marketing of their research yet generously using the funds to award themselves.

[SPCEO1]

TH is executing well on medical research in cancer and NASH, and Marsolais and his team deserve a ton of credit for that, but the issue is they are not getting much credit for that from the market because they have not been able to get investors interested in their progress. A slick video distributed in a way that investors might see it certainly would help. Can't see how it would hurt

[SPCEO1]

It is worth stating again that TH's shortcomings in the marketing of the stock have been unusally extreme. In an evironment when all sorts of stocks are seemingly easily getting very high valuations for the hope investors have in  their future, TH stands out as not being able to plug into that kind of interest despite having made huge strides in two huge drug markets. It is not that TH is

[scarlet1967]

Question is do they realize there are issues which need to be resolved?are they capable of dealing with the issues? Are they interested? Are they motivated?If the answer is yes why haven't they already been dealing with the issues? I clearly remember Mr.T during a CC mentioned they only have one chance to get the launch of the Trogarzo right from the go. I just hope they haven't blown

[SPCEO1]

Here is how I woould answer your questions: 1.) Do they realize there are issues that need to be resolved? Well, if they did not before, they certainly realize it now due to all of our efforts here. 2.) Are they capable of dealing with the issue? The first human reaction when you are shown to have done something wrong it to defend your wrong action. If they can quickly get past that, I do think

[qwerty22]

My perspective is this all relies on hitting milestones and for both R&D programs we still haven't hit those milestones that really count. NASH, even though it's dragged on forever, has no real history with the company. You need to do a pretty deep dive to understand the potential. I guess the company doesn't help new investors do that deep dive but I think it might be an easier

[SPCEO1]

On NASH, is there really much debate at this point on what the trial protocol will look like? Wealready know the various parameters and there is not a lot of wiggle room in them. Paul has said as straightforwardly as he can that the trial will begin in Q3. I struggle to beleive that we will elarn anything meaningful about the trial that we donot already know between now and when the trial starts

[scarlet1967]

Cancer program is ongoing and NASH phase 3 will be starting in Q3, both if successful represent a hug financial opportunities the problem is the market seems to anticipate failure for both atm because otherwise it should be some speculative interest out there which isn't the case at all as per embarrassing low volume. There are many things the company could/should do to create interest as many

[qwerty22]

I know what Paul's forward looking statements are (I don't discount those) but I don't know what the protocol is. That should be nailed down after a 'study may proceed' letter. It definitely isn't yet, not in the way the cancer protocol was quickly nailed down. Maybe I'm a worrier but I don't like odd situations in biotech and there is something odd about that

[SPCEO1]

While we don't know specifically, we know that the ultimate outcome will be within a rather tight range. There is not a lot of mystery about the NASH protocol at this point. I suspoose there is always room for an odd surprise but all of the phase III tests are very similiar in structure and there is not much reason to believe TH's will be much different. 

[palinc2000]

There is still something somewhat mysterious since the may proceed letter,,,,,,When the final version and go ahead is announced I think there is a 50% chance of a pleasant surprise,,,,,

[longterm56]

I'm intrigued ... what type of "surprise" might you expect?     -LT

[FredTheVoice]

Palinc ? Label expansion for EGRIFTA ? FTV.

[Lee430]

One point mentioned before and I believe it is an important one is that Dawn had appointed some of the current board members including the beverage inheritor, so what good would it do to vote any members off if they were to just be replaced with more inappropriate members that do not possess the skill sets and connections Thera needs to at this juncture?

[SPCEO1]

Unless someone wants to lead the charge to call a special shareholders meeting to vote on an alternative slate fo directors, and that is not me, our best chance to effect change is to engage with the current board, and possibly vote some or all off the board if that engagement does not offer any hope of real change. I still think engagement has a good chance of success but we will hopefully soon

[qwerty22]