Theratechnologies Inc T.TH

Q2

[Trogarzon]

So wednesday is Q2... they reiterated twice already the 90m annual guidance and mentioned the strong second half of the year forecast.  We will see about that on the 12th.  I want to know your thoughts. Mine is that they will miss as usual and cut forecast and talk the walk and walk the talk as usual.  So more of the same.

[SPCEO1]

Every quarter has some surprises. I am hoping there are no issues with the Human Factor Study for Egrifta. Sales in Q2, based on the always suspect Bloomberg estimates, should be much better for Trogarzo and just better for Egrifta. Sales of Egrifta hit a new monthly high according to Bloomberg in June so that may influence any decision about changing sales guidance for the year. Also, hopefully

[Mannequin]

I'm not convinced going along with the last slate was ideal for the company and I do not see the Chair understands how bad things really are with the share price    

[Trogarzon]

We had De Grandpre, Pommier and now this person that I never understood what she did for un apart from firing Luc and hiring Paul.  Her legacy is Paul.. that's not exactly encouraging.

[SPCEO1]

While the leader always takes the arrows when things go wrong, I think THTX has suffered more from bad luck than bad decisions. What poor decisions did the company take that you posted contemporaneously that you knew they made a big error?

[Trogarzon]

Hiring Paul was a costly mistake because he had no clue on how to run a small biotech company.  The crazy hiring binge he went on afterwards. The crazy IR person they hired that insulted everyone here.  At this point we are relying on a cancer breakthrough to get us out of this hole the dug us in.  We have a 15% chance of getting a success out of this according to the Cannaccord guy

[smallcapinv]

In this case bad luck = incompetence 

[SPCEO1]

Let's see what happens re: the board of directors. But THTX should not really need this much time to make some of the changes a group of us large shareholders suggested. Ignoring your large shareholders does not seem like a smart idea and the board chair does not hit me as one who would do so. But they have so far. Reducing the size of the board would save some money and likely without a major