Theratechnologies Inc T.TH

Presentation is a good sign

[SABBOBCAT]

The fact they actually put up a new presentation very quickly into the new year vs. waiting to use the post earnings presentation is a healthy sign. Typically management would have likely sat on their hands and waited. This uncharacteristic effort tells me they are not only planning for the future but also are going to get out there and try to sell a story. The question is what are they trying to sell? An OO #2? Partnership? The whole enchilada? Only time will tell, but they are likely on a bit of a fishing expedition to see what they can get.

I'd like to think the shift was driven by a tap on the shoulder from large investors (Soleus?) and the BoD saying "enough is enough, time to drive value or we will find someone that can". And I don't think this is uniquely aimed at Paul. He is growing sales, but there is no flow through from any work to the share price. My guess is that if no value enhancing deal comes between now and May, Dubuc will be the one sent packing.

[SPCEO1]

The timing of the enw presentation is almost certainly related totheir going to the JP Morgan Healthcare conference this week and meeting investors there.

[SABBOBCAT]

Did they announce they are going?

[SPCEO1]

Since they are not making a formal presentation to the conference, they would not PR it. But almost all Healthcare companies are there every year - it is where deals get done.

[Wino115]

I wouldn't take the employee count as something that would get immediately reflected. It's definitely going to be a lagging indicator. But according to the Dec notes, that cost cutting was going to happen. Only way to do what they say they're doing. If he's saying EBITDA positive by year end and profitable beyond, he can only do it with a healthy dose of RD cuts and SGA cuts, plus

[Trogarzon]

Shure hope something else than legacy products makes the stock move back above 2$.  It's a priority right now, otherwise they won't have the luxury of time to accomplish anything before shareholders decide it's time to do somthing about the stupid market cap.

[scarlet1967]

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