Theratechnologies Inc T.TH

Needs the hard data still

[Wino115]

While the new news was all positive yesterday, we still do need the first glimpse of POC and that all's like the lab work when done in humans.  We are getting there.  

But the new news was interesting commercially.  Now we have small cell lung as a possible target and since the trial is for all solid tumors expressing Sortilin, it's immediately a new market, and a large one at that.   

Secondly the data on using it to prevent metastic lesions for any solid tumor cancer.  Showing you essentially stopped lesions from spreading with a pre and post treatment of TH1902 versus just docetaxol alone shows you may want to just use it for any late stage solid tumor on their list to limit the spread to other organs and bones.  Once again a very interesting commercial opportunity that would be huge.  

We just need that safety, POC and human data to overcome the doubt that they are digging out from still.

[scarlet1967]

The hard human data will definitely boost the valuation, having said that when a preclinical cancer company valued twice THTX( no human data) a phase1/2 NASH company valued at 60% in comparison to THTX's valuation then one has to wonder if the current valuation is fair. The fact is since start of the year they attended two chats one on a relatively unknown retail oriented platform and the

[palinc2000]

The presentation lasted over 1 hr....IF the prep work was done properly institutions and others are reviewing the info and talking to management   all part of the decision making process before investing,,,I doubt they will wait for the POC before investing ,,,,

[Wino115]

I think all the remedies noted are fine, but the low valuation and slow build of interest is indicative of the hole they buried themselves in with regard to building an active, growing investor base over the last few years.  So while I agree with all the things you and Scarlet say, I just think the hole means you need something irrefutable that points toward a much higher valuation based on

[scarlet1967]

The best promoter of the company is the company itself, those burned bridges were related to commercial side of their business, they are now an R&D company too, their track record getting drugs approved didn't burn any bridges , the investor  want POC that this company can make them a nice ROI. Their job is to do what other companies are constantly doing to increase their valuation

[jfm1330]

I think we now have the proof that the last financing was unavoidable at terms similar to what was done. The market is simply unwilling to give them the benefit of the doubt on anything. They will swallow cr*p from other companies, but Thera is clearly on the black list of most. The market is very reluctant to give them credit for anything, but with real positive hard data on humans, some will

[scarlet1967]

I agree Jim, however to me it's not about how many times one has been defeated but how many times one will bounce back, they can't let past failures holding them back, we have a new very skilled and motivated CEO who is slowly getting his team in place, most of the new recruits are from big pharma with also have great skills so I believe the new THTX can and should shake off whatever

[SPCEO1]

I can't agree with the statement that the OO was inevitable at that low price level as had the company put more effort into having a legitimate IR effort all along, notably by being more straightforward with investors, they would not have had as deep a hole as they are digging out of now. But it is also clear they are starting to get that sorted out and thus there is some hope things will keep

[jfm1330]

We will never agree on that financing, but a few months later, with better communication, and most of the stuff the complainers wanted, in part with good reasons, with a new website, hiring a company to help them, a really excellent presentation yesterday with new very good pre-clinical data and easy between the lines stuff to understand about the phase I, the market did not react. It think the

[SPCEO1]

Agreed. Let's hope TH keeps ticking off all the right boxes on the capital markets front in the weeks and months to come as that will speed the healing process and allow the stock to get caught up in a level of exuberance, most of which might be justified. I don't think any of us, and maybe not even the company itself, can fathom the possibilities with this particular cancer drug should it

[scarlet1967]

Just yesterday there were some posts about delayed reaction, I was hoping for a positive one now we are back to the trust issue, past commercial fiascos, credibility problem etc etc well it takes more than smiling faces  to deal with all that. The company has the perfect guy in driving seat maybe he should kick out the passengers  first before setting off.

[Wino115]

This won't make anyone happy, but I will voice what is probably the frustration we all feel.  So I am subscribed to Barclays biotech research and they have a massive research team looking at all sorts of cutting edge biotechs.  One guy specializes in oncology (Peter Lawson) with a PhD from Cambridge or something like that.  He digs into the science to try to find drugs he thinks

[jfm1330]

In my previous message I was talking about "too good to be true" point of view or "don't believe what you see". But Too simple to really work could be another one that would match what you wrote. In my view there is two key elements that led to TH19P01. The first is the idea to target sortilin as an entry point into the cancer cell. It seems simple, but you need to have the

[palinc2000]

My first reaction when the deal with Katana was announced was that Thera had bought a Lottery Ticket .... More than 2 years have gone by since the purchase of the Lottery Ticket and the odds of winning have increased tremendously sling the way with the release of more and more pre clinical data pointing all in the same directions. This Lottery has many draws and I believe at this stage we are

[realitycheck4u]

This post has been removed in accordance with Community Policy

[qwerty22]

I wonder to what extent Pharma dollar are a driver of a lot of these blue sky science programs and over-priced early stage companies. The guys at Barclay's might be good with the science but I wonder to what extent their decision to look at particular types of tech or particular companies in the huge mass of scientific ideas that exist isn't driven by where the various ways Pharma support

[PinnacleX]

That last news release was great, shoulda been up 60 cents, but technically this chart is looking great, now volume of 200k would set it off.