Theratechnologies Inc T.TH

Merck buying Acceleron, big rare disease co.

[Wino115]

Spending $11bil on high margin specialty company. Has commercial drug but mostly a lot of pipeline. NOt really a comp for THTX in any way.  Just that Merck is out there spending money. Unfortunately I think they've been burned already on a few NASH partnerships alread.

[qwerty22]

The thing I wonder about is how much the thtx program would cost upfront for any big Pharma? I see the interim data readout as huge, almost everything for this program in my view. If they got through that interim readout I think you could begin to assume they are on a rapid path to an approval.  So to get to that interim readout wouldn't cost a huge amount of cash (not for a deep pocketed

[palinc2000]

You have that right...There is no way that there are no interested parties....i think one of the stumbling block in the negotiations is how much of the NASH platform if any will THTX retain after positive interim data....At some point during the negotiations the word Partner might be substituted  by the word Buyer Money talks....!!!  

[palinc2000]

I should have said before positive interim data....Clearly the substitition in the wording from Partner to Buyer would be from the onset or very early in the trial...There would be no interest for THTX to sel' if onterim results are positive Back to my morning coffee