Theratechnologies Inc T.TH

Possible chinese partner?

[palinc2000]

FDA approves CStone Pharma's IND for CS5001 in B cell lymphomas, solid tumors
https://seekingalpha.com/news/3784452-fda-approves-cstone-pharmas-ind-for-cs5001-in-b-cell-lymphomas-solid-tumors?source=copyToPasteboard

[Bucknelly21]

I think it's impossible at this point with the lack of information Thtx has given to make any meaningful guess at what's going on...

[palinc2000]

Levesque meentioned that there was Chinese interest in the Sort1 platform.CStone Parmaceuticals has a market cap over 5 times that of THTX and seems it could be   a good fit ....

[Bucknelly21]

I agree makes sense but they seems to prefer doing things the hard way with just about every situation 

[scarlet1967]

There are not many targeted delivery drugs (ADC/PDC) currently approved or in clinical trial stages, there are currently 11 approved ADCs and one PDC. The company mentioned it was some interest for their PDC in China but even Chinese companies with promising targeted delivery drugs get snapped up but bigger companies for instance Seagen with market value $28B almost $2b cash on their balance sheet

[Wino115]

This is the opposite of what is usually seen, a US established company licensing in China drug form an upstart.  Usually it's the opposite. But shows that you likely need to find partners to ramp up sales quickly until such time a new therapy comes along and unseats you.  It's an NPV game so you go for it with partnerships to build large sales as quickly as possible.   It

[LouisW]

Paul will attend the forum per the information on his Linkedin. I think he may bring some good news for investors. ACCESS CHINA Biotech Forum is one of the largest corporate access events in China. It provides opportunities for business development, licensing deals, or commercial collaborations to global biopharmas. In the past event, more than 300 global companies that focus on

[Wino115]

Is this is in person or via web?   

[Bucknelly21]

What I wonder is if there is some good news soon that the sp reacts decently but then falls again because people are dying to get out of Thtx? Does anyone think this is possible 

[SPCEO1]

My concern is there is good news and the stock doesn't really react to it. It has happened before, at least temporarily. But to your point, that certainly may happen. Most people are not following TH anywhere near as closely as ourselves and do not really know what they own. Which, if it happens, will be a great opportunity for those who are paying attention and do not already own a large

[Bucknelly21]

Gotta love bringing in the new year with 2 days of red and more selling 

[SPCEO1]

That selling has been on low volume so my best guess is it is related to people who focus more on the stock price movements to determine their mood (check your mirror!) than on fundamentals. Clearly, the larger shreholders are not unloading the stock given the low trading volume.  We are most likely now very close to hearing some fundamental news on the phase 1a. All indications we have from

[Bucknelly21]

I guess what I'm saying is it's more than a share price to me, we are always waiting and always giving excuse for a company that quite frankly has no business being public. A week ago it's tax loss selling, next week it's scarlets posting a link on Nash and the correlation to obesity, then it will be well 1a looks promising but we have to wait for 1b to be completed. It's never

[Wino115]

Safe to say it's a sentiment held by many. If they do get this pipeline asset on the right track, they really need to follow the script that others do and what someone like an LSA or Westwicke would tell you to do. Talk about what this platform might do, the markets, the sizes (very specifically, not vague any more), your priorities with it, etc...and PR it to the tree tops. Go get some major

[Bucknelly21]

Perfectly stated 

[PWIB123]

I'm leaning toward giving them until the end of the month to convince me I shouldn't bail and invest elsewhere.  I can always buy back in, and right now, I'm not convinced the share price will see any significant staying power on a pop on good news.  Meanwhile, I'm making money everywhere else but here.  The market obviously thinks management has made a huge mistake

[jfm1330]

Many here should simply sell and move on. Go after the Cytodyns of this world, they promote and they communicate. They also have the FDA publicly rebuking them and lawsuits against them. You need to understand what you are investing in. Thera is a company with a baseline commercial business taking a shot in oncology. It is speculative. You need to understand that. Only clear positive results in

[Bucknelly21]

That may be but what was the company before oncology for the last 20 years?

[Bucknelly21]

Pretty sure the the company was not an oncology company a couple years ago, and the fact is there are people that have noticed the same patterns for a lot longer that you have. And those people all have dealt more frequently with the markets than you have, ie wino and rusty 

[Wino115]

Someone has a meeting with them slated for end Jan, so maybe they can post an update if the company doesn't communicate by then. I think they have to fully disclose compensation plans in the their proxy material. It should give all the numbers and at least a cursory explanation on how they were rewarded, why timing was changed, and perhaps a hint of where it puts them competitively in the

[retiredRIA]

I can't believe that THTX doesn't communicate ANY and ALL meetings via press releases, even if there are no knew disclosures!  Look at the communication of this small Canadian Drone maker, about one fifth the size as THTX! https://investor.draganfly.com/press-release/