Theratechnologies Inc T.TH

Food for thought

[SPCEO1]

JP Morgan recently had their big healthcare conference and TH utilized that to have meetings with analysts, bankers and potential partners. JPM recently picked up coverage of BGNE with a 65 page report. Paul reported to shareholders he was meeting with that TH had a growing relationship with JPM and a JPM banker did something (I can't remember exactly what) on TH's LinkedIn site. TH wished people a Happy Chinese New Year for the first time ever on their LinkedIn site and Paul is following BGNE on LinkedIn. JPM was one of the underwriters of BGNE's recent offering on 12/15/21.

Could there be something more signinficant on the horizon than just a partership between BGNE and TH? Probably not but there are signs that a lot of talking is going on among these three entities and once you start talking you never know where it might lead. You know JPM would be keen to get something going where they earn a nice fee. TH could sell a stake in TH to BGNE to fund NASH and/or finance the potential redemption of the convert? 

There is likely nothing there but where there is smoke there has to be a fire.

[jfm1330]

All that is great, but it will all come down to the quality of the results. Something will happen if there is something interesting from Thera. Again, the best asset of a seller or a promoter is something good to sell or promote. The better the results will be, the more interest there will be.

[SPCEO1]

Exactly, as I said in a recent post, clinical success is a form of currency.  When you look at what Dr. Beliveau said in that TV program and in that article, he is basically telling us that something good has gone on in the pahse 1a trial. As you have also pointed out, you don't hire a siRNA specialist unless you at least have proof of concept.  So, while we do not know the exact

[jfm1330]

If there is correlation between some efficacy in phase Ia and sortilin expression, the SP will go up significantly because this will be clear proof of concept and the potential for phase Ib with patients selection and optimal dose from the first cycle will be obvious. They have enough money to do the phase Ib if they stay put on NASH. They also have the ATM if they want to bring in some cash.

[ANALIAS00]

I dont think Dr Beliveau was refering to Phase 1b when he said that results were rarely 100% in line in what was expected. I am pretty sure he was talking about pre clinical results but, whatever, lets hope this continu to be that way all the way :o)

[FredTheVoice]

Analia wrote: "I am pretty sure he was talking about pre clinical results but, whatever, lets hope this continu to be that way all the way :o)" Dont pump it to hard.... Stay calm. Its Thera. FTV.