Theratechnologies Inc T.TH

Pretty close to an ideal situation

[SPCEO1]

1.) The phase I cancer trial is going according to plan and will report in Q4. That means to me that they are not seeing toxicity issues and they will be able to give the maximum dose. If so, the chances for significant efficacy results jump considerably.

2.) The partnerring of the NASH trial tells us again that the cancer trial is looking very good. The protocol includes a mid trial look to see if it should continue. Partnerring it may not be easy and they are losing time to competitors, but NASH may drift off the radar screen entirely if the cancer results are good.

3.) Legacy drug sales were as expected. So, at elast no harm was done on that front.

4.) Great expense control and cash management.

[PWIB123]

I read the press release as mostly positive.  I expected to see a small pop in pre-market trading, but I'm the stock is dropping.  Makes very little sense.

[SPCEO1]

The headline on Bloomberg is the NASH trial is delayed and the computers are reading that and selling in pre-market trading.

[Wino115]

Kudos on the format of the presentation.  Likely an LSA suggestion. GIven our last quarter discussions, I have to give big props for the approach on this call.  The much more informative introduction and discussion of key strategy elements by PL was excellent, the slides were far more informative and discussed very well, and opening up the Q&A to all was what we have mentioned many