Post by
LouisW on Jun 07, 2023 12:42am
Theratechnologies is a triple from here, says Leede Jones Ga
https://www.cantechletter.com/2023/06/theratechnologies-is-a-triple-from-here-says-leede-jones-gable/#
Comment by
palinc2000 on Jun 07, 2023 8:57am
65.2million$ R&D????? If this is a true representation of his report then this is garbage!!!
Comment by
Wino115 on Jun 07, 2023 10:29am
I may be wrong since I haven't actually seen his report, but he may be referring to the accumulated historical RD spend on it, so something in the $30mil a year level over last 2 years. That may not be too far off. In general though, his reports are far better on the science than on the financials.
Comment by
palinc2000 on Jun 07, 2023 12:50pm
I see what he did...He added to FY together whereas the report was written in a way to be interpreted as one financial year The bigger picture is that RD expenses if any should be aligned with revenues and or share dilution but should NEVER NEVER NEVER NEVER be funded by loans as was done 5 yesrs ago with the Convert I