Theratechnologies Inc T.TH

Example of PR for Proof Of Concept

[palinc2000]

Supported by data!!!

https://ca.finance.yahoo.com/news/vaxcyte-reports-positive-topline-data-103000408.html

[Biobob]

Well the only data I need is weather Dale keep or sells her newly acquired shraes @ 26 cents... that's the best POC we will get atm...

[palinc2000]

There is zero chance she wil' sell, Cant you figure that out?  

[Biobob]

Wel then it is great news that she thinks theat Th is worth at least 26 cents + the tax liability that goest with it.. lets rejoice on this festive news... and the market response is as usual a new low on dismal volume... now that we are priced  in the Hersey bar territory and that we compare on PE basis to coal companies we can tell ourselves what this management has accomplished with their

[SPCEO1]

Wake up Biobob! She did not have to exercise these options until late May of next year. She took a tax hit early to send us all a positive message - she had every incentive from a tax perspective to wait  until next year to exercise those options but did not. She is sending a message so listen up. The market will not be stupid forever.

[Biobob]

ok sorry my stupid...

[SPCEO1]

You are not stupid but the market sure appears to be a bit off its rocker. TH is worth more than the current price just on its legacy drugs. Anyone buying now gets the cancer opportunity f r free, and maybe NASH too. Neitehr may amount to anything but either one, particularly cancer, could produce enormous returns. If cancer was announced to be a dud, the stock would likely fall for a while as

[LouisW]

I don't understand. Could you please elaborate more?

[Lee430]

I thought there might be a tax advantage in exercising options when the current SP is low?

[SPCEO1]

The exercise price on the options was a very low $0.26 and that never changes. So if she exercised them next year, it would still be the same exercise price. I am not tax expert on exactly how Canada determines what taxes she will have to pay so perhaps someone else with that knowledge can offer some wisdom on that front. All I know is the overall tax hit is about 50% or so as I believe the cost

[stockman75]

So Dawn clearly could relate to the analogy of being "that girl". She is implying we have a good chance of getting a date and maybe a bit more.... but of course still playing a bit coy. LOL. 

[realitycheck4u]

This post has been removed in accordance with Community Policy

[palinc2000]

I dont think the timing of the exercise of the options has anything to do with taxes. This is a low cost public relation move aimed at showing confidence ..... I suspect she might be acting pro actively to lessen the blow when other insiders exercise low price options and sell the newly acquired shares on the same day... Maybe too much suspiscion on my part!!!  

[PWIB123]

palinc2000 - If Lafond or Marsolais have options expiring, they will exercise them, but that doesn't mean they have to sell them or sell them all.  Lafond has proven he's a short-term thinker and likely not in a financial position to pay up the small amount to hold the shares or at least he wasn't back in July, but there are other options available outside of simply liquidating

[Biobob]

Or you make him not aninsider anymore by firing him and allowing him the liberty to stuff them where ever he feels like...

[Biobob]

New lows.. ho well predictable...

[PWIB123]

An interesting move much lower on a large amount of shares.  I hope that isn't Dawn selling.  This is outrageous.

[palinc2000]

I did not say they HAVE to sell...

[PWIB123]

I wasn't trying to be that technical or critical of your chosen verbiage.  The speculation is around IF they will sell, which includes speculation on motivation, need, belief in the company, among other things.  You insinuated they WILL sell.  Well, regardless of speculation, there are options, and they do not have to sell.  It will definitely send a bad signal if they do

[PWIB123]

Good information realitycheck4u.  I agree, if the stock truly is severely undervalued and there's any potential of stock price appreciation, they should all be exercising their options now and holding the underlying stock.  I'm sure they all have other tax considerations outside of THTX, but it just seems to make sense.  I see Dawn's move combined with Joseph Arena's

[LouisW]

I am not sure if I am understanding it correctly. If she exercise the option next year at higher price, then the tax will be higher?

[SPCEO1]

Again, I am not a expert on this at all. Others will likely make how the taxes are handled on options exercises in Canada more clear than I have any chance of doing. But, basically, I am looking at it as two taxable events.  The first is the options exercise which leads immediately to taxable income. I am not sure if the taxable income is the amount you paid to exercise the option or the

[Biobob]

They should try very hard of sending a loud and clear message instead of always creating more confusion of putting more question marks in our heads... just buy shares and keep them if you beleive in the company.. 

[jfm1330]

https://www.rcgt.com/en/tax-planning-guide/sections/section-5-employees/stock-options/

[PWIB123]

SPCEO1 is correct, and this is a good article by jfm1330.  Dawn's options exercise at this stage is a another very positive signal, but let's be clear, Dawn is doing it for one reason and one reason only...personal benefit.  And that's exactly what we want to see here.  Dawn is communicating that the stock is so cheap that she believes it cannot go much lower if at all.&

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Joemare]

And AKRO is worth 2B$ on Nash. So you mean to say that TH is worth 4B$ on NASH and oncology???!! They have quite a few giant leaps to take. They are curiously too quiet.