Theratechnologies Inc T.TH

Jones Report is very good

[SPCEO1]

I had a chance to look at it more closely and it is the best report ever done on TH in my opinion. Very strong info and analysis on the cancer side of the equation which is all important. Great, very comprehensive work on the financial statement projections out to 2030 and good valuation analysis. Who would have thought the retail broker would put out the best report on TH? Not me.

He is projecting share issuance of $50 million in 2023, $50 million in 2024 and $100 million in 2025, likely to go along with clinical success with TH-1902.

I am not sure how things work with these retail brokers but there was obviously no immediate reaction to this excellent report by the market. If they are able to get their clients engaged with the stock, however, it could have a big impact.

[jfm1330]

I think that the only way they were able to get two analysts to write reports on Thera is because they were able to convinced them that really good news were coming up relatively quickly, which they were not in position to do previously. Also, if Thera was willing to convince these analysts, it's because they think they will be able to deliver these good news. At least, that's the way I

[SPCEO1]

Here is a snippet from the report I thought you might like seeing JFM: "With this said, the PDC field has advanced more slowly than the ADC field. PDCs bearing radioactive payloads have seen the most success and include Novartis’ beta-emitting therapeutic Lutathera and imaging agents In-111-DTPA-octreotide and Ga-68-DOTATATE. The only other FDA approved PDC, Oncopeptides AB’s Pepaxto

[qwerty22]

I know that the market likes exemplars to guide it so I get the distinction here between PDC and ADC matters at this level but that's about as far as it goes. Th1902 will eventually be judged on it's own merits not on it belonging to an particular group of molecules. While they say ADCs are more advanced, and that is true, there's probably an unknowable number of failed ADCs that

[jfm1330]

Yes, I like seeing it because up to now, only PDCs with radionuclides proved efficacious and you can add to that Pluvicto (Lu177-PMSA617) which is not a PDC per se, but works exactly like a PDC. And again, Pepaxto is not a real PDC, and the mechanism of action is not the same as the real PDC (not targetting a receptor). Pepaxto was acting like a prodrug enhancing solubility. By the way, when I