Theratechnologies Inc T.TH

TH vs CYDY

[jeffm34]

TH would have to be trading at over $20 cnd to equal the market cap of CYDY.  Cytodyne has 1 drug candidate in trials which if successful they hope will compete with Trogarzo. They already gave away 50% of their potential sales in a commercialization deal.  The Covid trials are just a PR stunt. They have dozens of class action lawsuits pending against them. Last year end they lost over $100M and had zero revenue with about 15M cash. 

TH already has 2 drugs producing sales, an oncology program with a massive potential market and a phase 3 NASH program. Yet we trade at 1/5 of what CYDY trades at. That tells you everything you need about the ability of our current BOD and management to get a real story out to the right people.

[SPCEO1]

In today's parlance, anytime CYDY is mentioned, it "triggers" me! I now need to retreat to my safe room since you mentioned those four letters! To be fair, CYDY's valuation also tells you something about the lunatics who are willing to invest in CYDY given that fact pattern. But if CYDY can find that many lunatics to buy the nonsense they are selling, how hard can it be for TH to

[jeffm34]

  SPCEO1, there are 2 near term events approaching that should be significant value drivers for TH. NASH phase 3 trial commencement and phase1 safety data in oncology. Are we going to sit here and possibly miss out on those opportunities because no one is watching? Are you willing to wait another year and see how managements current plan plays out?  We have to do what we can now!  

[scarlet1967]

CYDY insider ownership is over 8% held by institutional investors 0.12% versus THTX 1.2% and over19% held by institutions. Their daily average volume is over 4 million versus THTX's about 100k.So their trades comes mostly from retail investors why? Because they early in the process saw the retail opportunity and surfed the retail tsunami well while THTX stubbornly refused to tap into that