Theratechnologies Inc T.TH

Investors in biotechs are a greedy bunch

[palinc2000]

and far from being risk adversed,,,Paul has or had an excellent reputation prior to joinung THTX 
Paul s comment as being EXTREMELY EXCITED  about Phase 1 should have been a SP booster .....
Yet Nothing changed after Pauls comments...No upgrades on oncology no new oncology analysts
I cant believe that  cancer experts hired by investment firms have not been shown  THTX material.

Paul will be judged harshly if Pase 1 turns out to be a nothingburgerI.had high hope   after his comment but now  hope  has diminished and very little  expectations,,However I am still high on Nash and revenues of legacy drugs

[SABBOBCAT]

If in 6 months 1) cancer is a nothingburger, 2) there are no new analysts or investor engagement does not change, and 3) the price is at or below current levels I can imagine seeing headlines of "TH management facing shreholder revolt" or "TH shareholders axe # board members in company shakeup". I would like to think Paul knows this and is making the nessesary changes, but

[Bucknelly21]

Not sure what your timeline for legacy drugs to be meaningful but it will be years in my opinion   

[Wino115]

I know it's hard to ignore daily price white noise, but we know what's happening. Year end and some investors want to take their losses to offset gains.  Can't blame them.  Volumes been light, so if you want to buy back prior to the holidays with the view they may announce something around that time, then you need to see now and the next week or so to buy back 31 days later.

[BlitzBuuckeyeoh]

If you believe, it's a great time to accumulate!!

[palinc2000]

Number 6 is not a fact it is an assumption.....but my bigger point is why cant THTX convince any oncology analyst to at least initiate coverage ahead of results,,,,Their primary raison d etre is to be ahead of the curve and identify blockbusters before anybdy else,,,It seems that even though the reward could be extremely high the perceived risks are still too high...

[SPCEO1]

Your logic is correct but analyst coverage is no longer driven by logic. It is driven by revenues and revenues are no longer driven by commissions on trading but by deals. So, for smaller companies, nearly the only way you get a broker to cover your is to sell shares through them since that is how they  make their money these days. They have very little reason to cover THTX just because their

[Wino115]

Yes - that's why I said it implies that. It's an implication, but we will only know if it's a fact later. As for analysts, I think they all wait to see POC and 1b-type efficacy results. Too many drugs fail at that stage and end up in the trash bin. I realize some analysts that have been on IPOs pick up plenty of coverage before that stage, but this is our known situation with very