Theratechnologies Inc T.TH

A few thoughts to throw in to the mix

[Wino115]

Something else that might have prompted meetings was that mgmt was going to be down in US to interview for IR jobs, catch up with NASH deal bankers, maybe meet with some of the new shareholders and banks.  Could be there's an annual sales organization meeting and they all want to be there in NJ to present.  If you're down the east coast, might as well go see a few large shareholders. There could be news, there may not be.  They could say, all's going according to plan or maybe they have finished up 1a soon, in which case its' likely at that 300-ish mg level (1.5x docetaxel) and not the 400, 500 or 700 levels which would push it beyond end Jan. May be the opposite of what we think, it could be the last time they think they would be free to provide normal updates prior to then coming "under the blanket" around the study data from MD Anderson which would force them to be quiet until it's released fully. 

Also, on any new deals, we now also have on the shareholder registry a very large sophisticated healthcare investors who's performance depends heavily on how well this investment goes.  They would not be happy with a dilutive financing either as to keep their proportional representation, they'd have to stump up a lot more cash and make it even bigger in their fund.  That's also a positive influence around any capital market issues going forward with them having a similar view to us. 

So maybe there's PR, maybe there isn't if it's coincidental with them being down in US for any number of other reasons.

[SPCEO1]

We knew in October that they had already dosed one patient at the 420mg level. That was a long time ago and I hope they would havhe at least by now finished off that level and know whether they are able to move foward to the next level or needing to step back to the 300mg level. Once the trial reaches such a late point in the trial as it is at now, I suppose there is a lot of things that could be