Theratechnologies Inc T.TH

My dream is

[palinc2000]

That an oncology analyst intiates coverage on THTX soon before Phase 1 results

[palinc2000]

with a Speculative  buy rating 

[SPCEO1]

One of them should write it up but you could understand if they were hesitant to do so prior to the phase 1a results, or even more importantly, some indication of tumor shrinkage. Most analysts are reluctant to do all the work it takes to write up a company before knowing for sure that it is not a waste of their time. Unless there are some fees their firm can earn. 

[palinc2000]

A credible cancer analyst could  write without much hesitation that the upside potential is very high with a very limited downside risk if any......The only pre requisite before initiating coverage would be some belief in the chance of positive outcome based on the science,....

[Wino115]

Completely agree, but as SPCEO often points out, the Wall St model is now based around deal compensation potential as opposed to commision generation via research.  But who knows? Maybe an astute analyst will pick it up. What I've found from trolling around on a lot of websites and reading some reports and industry views is that, like PL keeps saying, sortilin and it's function is a

[palinc2000]

  Bank of America recently initiated coverage on AKRO ....joining 6 other firms covering Akro including Jefferies ,JP Morgan etc Dont think there is a short term deal im sight https://www.streetinsider.com/Analyst+Comments/BofA+Securities+Starts+Akero+Therapeutics+%28AKRO%29+at+Buy+%28Earlier%29/18926444.html?classic=1

[SPCEO1]

I am not saying an analyst will not pick up coverage of TH, but I am saying that it is unlikely. I hope you are right and you should be right based on the facts surrounding TH's cancer prospects. They are intriguing enough to justify an analyst trying to get ahead of the pack on it. But the realist part of me just reminds me this is rare these days.

[Wino115]

More than anything, I think this shows that Akero is now looked at as a serious NASH player -they've made it to that status so NASH analysts pick it up to be "thorough" in their coverage.  Probably also hit various market cap & trading hurdles. I am hopeful that if we see POC on TH1902 and they get Breakthrough & Accellerated and a financial model can be built around

[palinc2000]

A high profile bright  CFO would not in my mind have made an agreement with CF so much ahead of drawing on the ATM without getting something back early after the agreement.....Dont know if CF is legally prohibited ftom initiating coverage but if this is thr case the ATM agreement probably negates any hope of eventually getting paid for a deal  by another broker who would  

[SPCEO1]

It is said that beggars can't be choosers, but I agree that CF is not going to be the answer we were hoping for.  Any report they write will help on the margin but I don't see them as a long term solution. I have heard that Paul thinks they are the solution, which I believe reflects his lack of experience in this arena of the business. Perhaps they will be a stepping stone to better

[qwerty22]

Assuming they aren't idiots what might be the benefits of putting the ATM agreement in place early? Let's say the cancer story turned negativity, would there be any obligation to update the ATM doc to take account of this? If they were doing a brand new financing now I assume they'd need to have all the material cancer data on the table? Have they allowed themselves an opportunity

[SPCEO1]

Yes. But it might also be hard to sell much without disclosing more.

[palinc2000]

They will  not draw on the ATM if there are undisclosed material l   negative news , ATM s are very easy to put in place so if their intent was to wait for Phase 1 results in Q-1 2022 I dont think they would have opted to put an ATM facility in place so much ahead of results, I dont know what they had in mind ,,,,Maybe they were hoping for some SP appreciation during the Fall (5 USD

[palinc2000]

@ Bank of America recently initiated coverage on AKRO ....joining 6 other firms covering Akro including Jefferies ,JP Morgan etc Dont think there is a short term deal im sight https://www.streetinsider.com/Analyst+Comments/BofA+Securities+Starts+Akero+Therapeutics+%28AKRO%29+at+Buy+%28Earlier%29/18926444.html?classic=1

[qwerty22]

On "what's all the rage". I thought Paul mentioning siRNA maybe fitted into this. RNA is certainly hot topic  (think Covid vaccines). Seems to me two possibilities either Paul is just trying to sex up the platform by talking about siRNA, it's just hypothetical. Or they are looking at some model system in the R&D labs to see if they can actually deliver siRNA and silence

[Wino115]

I believe you are correct, and without a doubt something brought in to the conversarion around their new advisor, Mr. Pfizer mRNA, Mace Rothenberg. It's not a coincidence in my view. If we want to dream, if this target is better than many of the other less expressed and the peptide is the key to the doorway in, then maybe they can play in the talk around mRNA tech being used for cancer