Theratechnologies Inc T.TH

All take a deep breath

[palinc2000]

and relax!!!
THTX 's fair market value is not reflected in the SP...
The stock is not traded ....no sellers and no buyers

Almost 100 million shares outstanding and a few thousand shares change hands

Fixating  only at TH 1902 is only one component of THTX

[qwerty22]

I have a question. I'm not holding my breath for a large increase in revenue but is there a smaller amount of growth say in Egrifta that might change some of the metrics around a financing or re-financing of the debt? What sort of minimum increase in revenue could make them more attractive to lend to?  

[SPCEO1]

Any increase in revenue helps, and we have seen Egrifta sales looking a bit perkier than normal - at least according to Bloombergs always suspect estimates. But it is hard to see those sales making them much more attractive to a lender. If I am a lender, I have much greater confidence in the ability of TH to pay back their loan if they have some early success in cancer or are able to pull another

[palinc2000]

Any revenue increase makes a difference whether from Egrifta or from Trog but I think 100 million $ in revenue will be a stepping stone....The best confidence builder would be an increase in the sales guidance  for the current FY closer which would guarantee exceeding the  100 million mark next year...

[SPCEO1]

I wish that were possible (getting to over $100 million next year) but without some new info that would trigger such a continuing sales increase, I do not think it is within the range of reasonable possibilities to hope for. Hopefully, there is some new way to get there that we do not know about yet but this suggests a big uptrend in unit demand for Egrifta. Egrifta sales have been better recently

[canadapiet]

You nice guys/women are missing a lot!!!! of opportunities!!  There is time to invest in TH, they won't triple overnight!  In the meantime, many oncology biotechs are rising with the XBI (who went from nearly 60 to over 80!!! ).  Management does not care very much about shareprice (and OUR money)! Only 1% insiders are shareholders, that says enough!  But for

[qwerty22]

Give me 5 cancer stocks with upside from this moment onwards. Cheers

[palinc2000]

I think there is a lot of new info out there 1-The restrictions imposed by the pandemic have mostly all been lifted 2-For the first time since the launch of Egrifta and the launch of Trogarzo ThTX now has an in house only sales organizations led by experienced executives with proven sales achievements in prior jobs .Moreover the CEO is an expert in sales abd marketing of niche drugs 3-As soon

[qwerty22]

The most interesting to me is 2) and 4)  And how much Paul's rare disease/ niche drug experience can shift the needle and whether that can tap into the broader (non label) idea that VAT comes with more health issue. I don't doubt that it does, it's just how much THTX can convince that Egrifta is the solution to the problem given that it's largely an off-label discussion