Theratechnologies Inc T.TH

TH1902 ClinicalTrials.gov Update

[SABBOBCAT]

Looks like they finally updated the clinicaltrials.gov listing yesterday. There was an interesting tidbit in the collaborators section. It now lists altasciences, Windtree Therapeutics, Syneos Health, and Innovaderm Research Inc.

Perhaps some the more scientifically minded posters here can spool up some interesting theories as to what these relationships could be. Some of them are CRO based, but what stands out to me is some are specializing in dermatology and cardiovascular therapies.

[SPCEO1]

They also added "Sort1+ cancers" to the list of conditions being studied, so a broader scope. Other than the collaborators, who may have been in place all along and were just added for completeness now, there were no significant changes. The fact they did not change the end date of the study of 3/23 may be a bit ominous, though. Clearly, the study will take longer if it restarts.I

[scarlet1967]

  They don't need more than one CRO yet most of these companies provide CRO services?? Different opinions? Also they have removed THTX as the point of contact?? Partners? What is the company up to? https://clinicaltrials.gov/ct2/history/NCT04706962?A=6&B=7&C=merged#StudyPageTop    

[Wino115]

One looks like a fairly standard CRO but some of the others seem to have no purpose whatsoever in a geneticaly targeted cancer drug trial. It almost appears to be a mistake listing the Montreal dermatological one and the first one, which has it's own drugs in trial and is not a CRO.  Perhaps this is some kind of clerical error by the website or something. Very odd and for such a small

[qwerty22]

That was my first thought as well. The website def of collaborator includes anybody who helps with trial design among others things. My second thought was maybe THTX had called in a few contacts for collaborative problem solving but that seems less likely. I'd want to know it isn't a clerical error before digging into this. WRT the contact details disappearing I would say that's

[jfm1330]

The strange one is Windtree Therapeutics. The three other ones are related to clinical trials.

[SPCEO1]

Here is a brief description of Windtree from Google: What does windtree therapeutics do? "); display: inline-block; height: 24px; width: 24px; margin-top: -1px; transform: rotateZ(-180deg);">     Windtree's goal is to develop unique therapies that significantly improve upon the treatment of severe, acute conditions, such as heart failure, early

[Trogarzon]

If that gets me 4-5$ cdn I'll be very happy.  Get my money back to buy tresuries at 4%.

[Lee430]

Do you think an offer in the $6 range would be realistic? at this point of Thera fatigue that number would get my vote.

[SPCEO1]

Given THTX's debt, that would value the company at over $500 million. A lot depends on what the tax loss carryforwards would be worth to a buyer. Also, if the buyer thought NASH was a shoe-in to get approved, then it makes a lot of sense. And cancer is a possible unexpected benefit in the deal. The legacy drugs would likely just be an irritant to a buyer. It is worth thinking about the fact

[Joemare]

Thera fatigue. Well said. Have the current executives and board reached capacity?  Are they at a know-how fatigue?    Who would buy this company??   

[SPCEO1]

THTX has some impressive tax loss carryforwards, so anyone wanting to access them might be interested, particulalrly if they have another good reason to buy THTX. One of those reasons might be NASH since Egrifta would seem to have a very good shot at helping patients with NASH. Cancer may also intrigue another company expecially if it is fairly obvious that a different approach might generate

[canadapiet]

???? It's becoming a little "pathetic", isn't it????!! How many years have Pharma -big and mid size- had the time to partner or buy TH???? And now that oncology failed in their phase 1 and the Chinese partner (was there one...???) for Nash walked away??? , you think a BO can happen???!!!  Really, man, how low can you fall??? Many, many many other "biotechs

[Garp1]

I maintain my position. A hostile takeover bid even if low ball, is the best cenario. This would force Thera to disclose the current state of their business. If they can't convince the shareholders that it's not in their best interest or that other suiters exist, then we standby. Otherwise we stop this joke of a business, take the offer and move on to other things.

[jfm1330]

Forget a hostile takeover. It won't happen. No company will make an offer without doing a due diligence review of everything, financial, sure, but also scientific and intellectual property, patents, etc...

[Garp1]

By definition, a hostile takeover is never governed by a due diligence to start with, it is bases on information available on the market for this company and i believe there is sufficient information to make a low ball offer that would be of interest to shareholders. From my understanding Thera as at least a base market value of 2.05 usd.

[scarlet1967]

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[Trogarzon]

Well all the collective knowledge of this board got us here.... 90 cents .. down here at the bottom of the food chain.  This is the reward for 104 quarters of patience in my case and counting.  Hope something pans out in the end or that Mr Hostile comes by.