Theratechnologies Inc T.TH

Huge ADC deal

[palinc2000]

https://seekingalpha.com/news/4022285-merck-inks-22b-cancer-drug-deal-daiichi-sankyo

[Trogarzon]

Wow that's 523.8 times Thera's market cap... mind boggling.  So undervalued, lol.

[Trogarzon]

Yet it's not cheap enough for the C-suite and Boeard to buy any unless they are in blackout but that's a stretch since dec. 2022.

[Trogarzon]

Strong interest they say and 41M market scrap.  From the same funny people that said they had the Key and were in strong negociating position.  Funny guy.

[Trogarzon]

8 shares traded on Nasdaq following this news that an ADC just got bought for 22B... 

[Lee430]

The only logical explanation for zero insider trading & the continuing extension of options is a loooong blackout due to a deal or deals on the table. IMHO

[Trogarzon]

No leaks here...

[Mannequin]

The blackout and extensions has to be that simple. There are deals on the table that 'if' this works, then said partner will 'insert here'.  That is insider knowledge knowing a deal will happen if something happens. You can't trade.

[Trogarzon]

Logic would want that to happen.  Marathon being so cool with them may support just that.  Hope is not a strategy but that's what's left to work with.

[PWIB123]

Outside of THTX's code of ethics, I cannot find their specific insider trading policy.  The Code of Ethics, however, does prohibit trading before one full business day after a press release. From an example policy on SEC.gov.   What is material inside information?   Courts define “material inside information” as information which, if known, could

[Drmrgn]

Aren't any of the executives granted stock options as part of there compensation?  I would think you would see that form come through at least once annually.  Seems like the bod compensation committee would want to utilize that carrot.