Theratechnologies Inc T.TH

Question for those complaining about

[SPCEO1]

those of us who complain about the substandard efforts, or in some cases just the substandard results, of TH regarding marketing the stock to investors.

Since the complainers about the complainers seem to come from the scientific arena, I thought this question might help you understand where we are coming from on the business/investing side of the equation.

What would you think if TH produced great scientific results but refused to publish them or speak at conferences about them? Or what if they presented at conferences and published their work in scientific journals but their presentations were much weaker than what you had become accustomed to from others using the same venues? I imagine you would think that to be foolish and would be quite frustrated by the company missing out on getting the notoriety their work deserved. 

For us on the investment side of the equation, it seems equally foolish to not fully inform the various types of investors who are constantly on the lookout for stocks with intriguing and potentially very profitable opportunities. OR to try to do so but continuously fail to pull it off when so many other companies seem to be having very little difficulty doing the same thing with worse fundamentals and business outlooks.

Does that help explain our frustration??

[qwerty22]

We've had 2 1/2 years of NASH now. We've got a lot of hindsight to work with. It's been mostly silence from the company with the occasional bold statement. You think the silence is a failure to promote and you want that fixed. I think the silence is more indicative of where that program actually is. You said it in an earlier post, some of the bolder statements were probably made to

[SPCEO1]

For me, I am not as concerned about where they satnd on their NASH program as they have been told to go ahead with the phase III by the FDA and they have committed to doing so. Whether they get harmonized with the EMA or not is not as critical to me as I have to believe if they have good results from a US based test, the EMA would not totally ignore that. So, NASH is a real thing and investors

[scarlet1967]

I really don't think they will give up on NASH for many reasons for instance they raised more than $40 millions which is a substantial amount of money for this company, if they had any doubts re NASH they could raise less and wait for oncology results if promising the SP would have appreciated and they could raise more and not at cheap price  if not no need to raise anytime soon. The CEO

[SPCEO1]

You have done an excellent summary of the NASH situation below and what you have described should be the core belief of how NASH will go. My musings on the matter of them possibly ditching NASH to focus on cancer don't stand much of a chance of happening. 

[qwerty22]

I hate the first sentence and I'm nodding along to everything else.  I'm with Scarlett though I don't see that they need to completely shelve NASH, I want them to offer something different that's all.