Theratechnologies Inc T.TH

From bad to worse

[Momo25]

Unreliable company, like TH, deals with unreliable partners that's why news we hear from the board of directors are either bad or worse.

[Trogarzon]

It was in the plan last time it occurred like 10 years ago.  They managed the cost/benefit of having such an insurance and did'nt do it.  From what I recall it was like 5m to requalify a second supplier.  They managed the risk alright, they saved a few millions. Very smart to have put all their money in their still worthless once project.  Looking for new products but

[Momo25]

The only product that has some future is now in Jeopardy. usually, when FDA starts putting its nose in something, it's because, generally speaking, it doesn't smell good. Doctors are now aware of the situation, they will be tempted to change their patients prescriptions for something equivalent, which is a bankrupcy pre-announcement. So, when Levesque says he is still on track for 2024, it

[Trogarzon]

It's the only drug approved for Lypo and it's a problem not linked to Egrifta manufacturing itself.  The plant has issues that they need fixing and I one of the consequence is the FDA approval of new batch.  They might loose a few months of Egrifta sales and that can be a problem.