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Bullboard - Stock Discussion Forum Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs... see more

TSX:TH - Post Discussion

Theratechnologies Inc > Recall this?
View:
Post by scarlet1967 on Feb 27, 2024 7:53pm

Recall this?

"If the team has capacity gaps — and this is inevitable in the unpredictable R&D world — you may not get a knock on your door to remind you. That underscores the importance of embedding a culture of straight talk. Ask the right questions from the outset, and above all, truly hear what others are saying so you can maintain realistic expectations.

PREPARE FOR THE FASTER PACE — AND THE SCRUTINY
It’s no surprise that decisions come faster in the biotech world than in Big Pharma. Largely freed from bureaucracy, a biotech CEO can make decisions without needing layers of approval. However, the margins for error are narrower in biotech. The pace at which the decisive moments arise, combined with the relatively flatter hierarchies, can heighten the impact of those decisions on the entire organization. One setback or issue can necessitate a quick pivot to damage control or crisis management. And if you crash in biotech, the landing is harder."

 

Capacity gaps were responsible for the Marathon's deal, delayed HFS, failed F8 approval both for a long time felt like that there were as close as it could get to a sure thing and now Trogarzo IM add to that the roller coaster of sale guidances. Fast decisions should still be made based on well educated presumptions/projections. Then he goes on and add:

"I can’t overemphasize the importance of keeping expectations in check and preparing for all possible scenarios.."

 

Well how many freaking times the company was forced to renegotiate the Marathon contract due to breaching its terms both R&D parts(HFS for F4 and next the F8's approval) and commercial(minimum liquidity)? What was you expecting and your preparations look like desperate last minute negotiations costing the company/shareholders money and damaging yours and the company's reputation/credibility. It's not a joke, people have lost their hard earned money and their faith in the company, a hard place to be for the current investors so stop this nonsense about lecturing people regarding how a biotech CEO should behave. Don't teach but practice what you preach. 

https://www.linkedin.com/posts/reba-auslander-b200695_making-the-jump-from-big-pharma-to-biotech-activity-7163173735787671552-2w1u?utm_source=share&utm_medium=member_ios

Comment by palinc2000 on Feb 27, 2024 8:59pm
When Paul was hired or shortly thereafter I made the following comments  1-Chinese Proverb      NEW BROOM SWEEPS CLEAN  expecting changes in the C Suite and more specifically at the CFO and CCO....The  Chief Commercial Officer left the company but the CFO who was also CFO when the Convert was done  is still with us 2-I posted many times that Paul needed to hire a ...more  
Comment by juniper88 on Feb 28, 2024 6:12am
Paul should keep himself accountable and resign. He's been a disaster.
Comment by Trogarzon on Feb 28, 2024 6:48am
Another trail of sh t in the paper this morning.  Thara has another FDA  nanana.  Soleus call me if you need my vote.
Comment by Trogarzon on Feb 28, 2024 10:39am
Possible scenarios.  That's me speculating. 1. They buy something for 20M (product of P3 coumpound).  My guess, Marathon won't let that happen. 2. They sell the HIV franchise for somethink like 3 times sales (250M) and pay off Marathon and then buy something or merge with other biotech. 3. Sell the whole thing Premises: Thera is a canadian company and that protects it more ...more  
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