Theratechnologies Inc T.TH

89 bio

[scarlet1967]

This phase2b NASH company is currently valued $350M versus THTX's $310M, they only have one program and that's it. I believe the company still needs to go out there and promote their programs including NASH whether they are currently negotiating a partnership or not. Investors need to be educated in order to factor in the value of their now finalized NASH protocol. We have few months before the oncology results will be announced, this is a perfect timing to fill the gap between news by starting the NASH marketing. There is no reason why not now that their negotiations are finalized.
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[qwerty22]

They have close to $200 mil in bank plus they have active clinical trials. You should take SPCEO's lead and rightfully position NASH now. There is no sales pitch with NASH. Inevitably critical investors will focus on why thtx is not proceeding alone and that is not a positive conversation to have. 25% increase in cost is not a complete answer, if the opportunity was right for THTX they'

[palinc2000]

Qwerty you dont seem to put any weught in the fact that both FDA and EMA have authorized a Phase 3....in spite of everything else .... Looking at this strictly  from a business sense my conclusion is much more positive,,,,I dont think this is about the 25% extra cost which I agree is not a valid answer but rather it is about the total cost which is beyond THTX means  imo

[qwerty22]

I agree it's beyond THTX's means but there is a deeper reason for that. Costs in clinical development grow exponentially from Ph to Ph. Typically biotech are funded thru one Ph then have to go back to the market to fund the next Ph. So alongside the regulatory process the company must have to have explored funding. The complete disinterest from the market suggests that likely failed

[scarlet1967]

The cost of trials increases from phase to phase so does the probability of success. A phase 2 trial costs less than phase 3 but is valued less too. The commercial risks for phase 3 is less than phase 2 etc etc. As many said many times this is a business decision for a company with limited resources, the reason  market reacted to the news or better said didn't reacted to the news is the

[qwerty22]

Many have not said it's purely a business decision, you have asserted it many times. I can't understand how a decision about an individual clinical program can ring fence off the clinical content of that program from commercial decisions about that program. That makes no sense. Thtx don't have the cash, if they have the greatest NASH drug then they raise cash to support that program

[scarlet1967]

You are great at identifying all the risks but not the potential rewards. That's the problem with market's perception too. Yes they needed more biopsy results absent that they added the interim arm to de-risk the program and get EMA onboard. But what is the potential rewards? A multi billion dollar market so far with no approved drug for it. We are not talking about a small MDR market but

[Wino115]

In a way, we're just seeing the highly conservative BOD likely acting again.  It wouldn't surprise me that PLs plan was to dose in 3Q and take the risk he could fund a full trial within 12 -18 months, even with a 25% higher cost.  He felt he had 3-4 new investors that backed him and the share would be acceptably higher.  But at decision time, the volume were way off and the

[scarlet1967]

I don't think Paul would say they will start the trial in September only couple months ago to do a U turn shortly after , ultimately the board has to approve the project so the added cost just was too much for them to move on with it. The problem with that is now the market might question the already somehow controversial protocol even more. That's why they should get out there and promote

[qwerty22]

Interesting thoughts. The way I have seen it is the window closing , for a long time, on a thtx-led trial. But insiders have every right to simply continue to see the window open until it does finally close. So I accept they have every right to take this process all the way to the end and assess it in it's entirety at that moment. I'm not overly concerned who was for one path or the other,

[canadapiet]

I think we are all talking "bullshit" here...... Not that long ago, a company with a P3 with a reasanable chance of success, in an unmet area, in  2 great markets = US and Europe, allready a long time on the market, provable safe and untill now no competitive molecule, with Big Pharma willing to pay big for such a promising product.........,  and TH gets no = 0 attention.......

[scarlet1967]

The sale pitch could be we have finalized our discussions with both agencies and have a ready to go program, our innovative approach to find a cure for this unmet condition with growing prevalence affecting millions is unique in a industry where other programs so far have not been successful.Our protocol has been reviewed by leading KOL's and the agencies actually recommended to move it from