Theratechnologies Inc T.TH

MTD

[LouisW]

Is it possible that TH reduce the does again to 1x due to DLT observed in 1.5x? I am hoping not but the possibility is not excluded yet..right?

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Trogarzon]

Also from what I understand, they could get 300mg MTD and use like 200mg or 250mg if it gets the job done and improves the longterm tolerability. Even at 1 times MTD it sends a multiple of Dox to the target area. That being said, it is miserable time for the whole world atm but I personnally find it inexcusable to be at the actual market cap. The most important thing for someone dying of Cancer is

[SPCEO1]

I am one of those large shareholders that do get access that others might not. For the first time since the ONO, I spoke directly to the CEO and CFO today and, as always, I am happy to share with my fellow longsuffering shareholders what I heard. So, unlike most other stocks you might own, you still have a front row seat with THTX. And the view from those seats remains promising on cancer. Here

[Bucknelly21]

Foolish management to think their market interest is ok...

[Trogarzon]

Not giving a cr p about improving communications and market cap tells me they are sufficient and confortable in the present situation. So probably so confident in their odds of success before the AGM that they don't bother or care otherwise it's another story.

[houbahop]

You are confronting TH neurotic culture. They've been told for decades by their shareholders. And they are still in denial. No wonder there are no changes in the communications with their shareholders. Management has the privilege of having a straight forward communication with a major shareholder telling them: 8/ " ... very loudly and as obnoxiously as I could to make sure the message

[SABBOBCAT]

Thanks for the update Rusty! One note, bank analysts are there to attract deal flow. If there is a large (non convert) debt offering you would get some coverage as they know there will likely be a refinancing or equity offering in 4-5 years time. That is assuming thet dont go with a Mackie/NBF deal again FML.   

[Bucknelly21]

Honestly how long have we been saying not too much longer, i have zero confidence in management. Paul is not what we thought he was 

[palinc2000]

I dont like the idea  of non dilutive financing similar to whar URGN did....This is a secured loan with a variable rate of interest presently costing 9.5 % ....Redeemable in 5 years .... The reference to this company during your phone call would seem to indicate that they dont see a substantial share appreciation in the short term ,,,,There is more than enough debt in THTX and adding more is

[qwerty22]

Maybe this reflects something you don't want to accept. That the companies future largely relies on cancer (for better or worse)

[palinc2000]

I think I have a high risk tolerance based on the company as a whole but playing Russian Roulette on Cancer Results is above may pay grade....I wonder who brought thr URGN financing to SPCEO s attention ....probably my friend Dubuc !!!

[SPCEO1]

If their stock was valued somewhat normally, it likely would have been in a range where a good share offering could have been done and shareholders like us would not be complaining about such sensible deals done at sensible prices using sensible brokers and resulting in sensible analyst coverage. Moreover, they would not need to go the debt route because they could get a fair deal on the equity

[palinc2000]

The interest rate in the URGN loan is not as worrisome as the terms and conditions of the loan....If they default they lose everything https://investors.urogen.com/static-files/c51d3d62-632b-4630-ad31-13d472fce647

[jfm1330]

Thanks for the update. Glad you finally spoke with them. That being said, I am on their side on stuff related to stock promotion. You cannot promote something only with promises. You need meaningful positive results. If there would be an obvious way to promote the SP and create a demand for it ,without lying a la Cytodyn, they would do it. Again, they are a 28 years old company that never made a

[qwerty22]

2) Speaks to a minimum of stability. Alternatively it could just be a more general statement that in these sorts of trials you might expect some of the 1a continuing on treatment into the 1b phase. Do you think they were actually speaking of the experience in this trial or a more general experience with cancer trials? 7) I'll have a go at this. Here is one published paper on CSC inhibition

[qwerty22]

I think I might word 4) differently.  If they are to get to market by 2025 then it's going to have to be in a small indication with high unmet need like thyroid cancer. If it's a larger indication with greater treatment options (and new options coming on occasionally like the recent ADCs) then the studies are larger and the timeframe is longer.

[SPCEO1]

Thyroid cancer was mentioned in the discussion as a cancer that has the highest degree of sortilin overexpression if I remember correctly (and I may not). So, while that is a small market, that may be the first target. Dr. Rothenberg was said to be helping them sort through the opportunities in an internal meeting  they had yesterday as they sought to optimize their approach to future testing

[Wino115]

Perhaps the most interesting tract from your meeting is that they are not just planning 1b now, but working with FDA on its design.  I just don't believe they would be that I'll-advised to jump ahead of the science and engage both Rothemburg and FDA on next steps unless they have followed proper scientific guidance and know with 90% surety that it will advance a step.  They aren&

[jfm1330]

This sentence is really something. Think about it twice. It means that they are unscientific or unprofessionnal to some extent. Why would you invest in such a company or stay invested? And how can you expect such relatively unscientific or unprofessional people to promote the stock? How relatively unscientific people can be trusted to develop a valid drug that will end up as a commercial success

[Wino115]

I think you are reading way to much into that as what that colloquialism means down here is that they aren't that AT ALL, not leaving the antithesis any room. As a lawyer would tell you, it s impossible to be definitive 100% unless you actually know, and I don't. I am guessing based on what I see, but I can't pretend to know 100% of what they do.

[jfm1330]

Obviously my comment was ironic and not targeted at you specifically. I still don't get this IR and capital markets relations thing and I never will. The nature of biotech is that you can sell dreams when you are new, with no negative track record. An old horse like Thera cannot do that. Your old horse need to carry something of meaningful value to attract buyers, otherwise it will be seen

[realitycheck4u]

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[SPCEO1]

They simply said they expected some patients in the 1a to carry over into the 1b. I concluded from that they may see preliminary signs of efficacy earlier in phase 1b since they will already have had some treatments in phase 1a. That assumes TH has not already seens preliminary signs of efficacy in phase 1a anyway - if so, it does not matter much. But we also do not know what cancers that over

[LouisW]

They said they will file amended protocol soon for NASH trial, @SPCEO1, did you ask whether they have filed the revised protocol? I am wondering if we can hear the feedback from FDA proior to the next meeting which will be hold in late April. Since FDA only needs 30-40 days to respond.