Post by PressRelease on Dec 04, 2024 7:30am
New Press Release - Theratechnologies Announces Exclusive Licensing Agreement with Ionis to Commercialize Olezarsen and Donidalorsen in Canada
Comment by
palinc2000 on Dec 04, 2024 7:56am
When will this be accretive if ever? As far as I know they dont have sales in Canada How many sales reps will need to be recruited? Revenue potential?
Comment by
Trogarzon on Dec 04, 2024 8:18am
Could someone explain if this is a good deal and why. Why is this a good deal.. Thank you. It's pretty basic information to communicate when you spend 25M of money you have to borrow.
Comment by
juniper88 on Dec 04, 2024 8:25am
$10 million US upfront??? Plus more milestone payments and double digit royalties. Plus Thera has to build a non-existent salesforce in Canada. Then again how many sales people do you need to hire for potentially 800 HAE patients and less than 100 FCS patients in Canada. How much will these medicines cost?
Comment by
Maxmoe on Dec 04, 2024 8:34am
Might be cheaper and faster to get treatment if you buy a million shares
Comment by
MrT2020 on Dec 04, 2024 9:28am
I saw your post on Pnpn . Quoted a baffon and a powerful one , but the drill baby drill chant is ment to bring jobs and production home to the USA . Pnpn has unlimited dough , they have very rich rock . Just be patient and if you are half as smart as you think quote people respectfully
Comment by
Trogarzon on Dec 04, 2024 9:10am
It comes down to 1. Wiil Canada pay for it 2. How much and 3. When... Can they make money with Private payers only.. hope so.
Comment by
juniper88 on Dec 04, 2024 9:20am
For #1, it is a provincial jurisdiction. They need to negotiate with each province.
Comment by
Trogarzon on Dec 04, 2024 9:26am
Looks like good drugs and partner but ... not accreditive, not improving US saleforce efficiency and not exacly obvious that it will generate anything but single digit sales in Canada for all the effort and expenses required. I have to be sold on this because for now I'm not. I could be another European Trogarzo experience.
Comment by
Maxmoe on Dec 04, 2024 10:11am
those million shares looking good this morning.