Overview 1
Catalyst 1
Summary 1
Table of Contents 2
Table of figures 3
Table of tables 4
Company Structure 5
Company Overview and Key Facts 5
Business Description 6
Landmark Products and Services 6
ExoPEP and LAP technologies 6
History 7
M&A History 8
Pharma-G 8
Company Financials 9
Stock Market Performance 9
P&L 11
Balance Sheet 14
Cash Flow 14
Business Segment Performance 15
Products & Services 16
Pipeline Products 16
In-house Pipeline 16
TH9507 (tesamorelin) 16
ThGRF 16
THG213.29 16
AC Forecast Product Sales 17
Competitors and Strategic Business Relationships 19
Key Competitors 19
Key Suppliers 19
Key Clients 20
Strategy 21
Company View 21
Corporate Strategy 24
SWOT Analysis 25
Overview 25
Strengths 26
Acquisition of Pharma-G 26
Weaknesses 27
Discontinuation of ThGRF for other indications 27
Weak product pipeline 27
Opportunities 28
TH9507 being developed for HIV-associated lipodystrophy 28
Strategic alternatives 28
Threats 29
Lengthy and expensive regulatory process 29
Value Chain Analysis 30
Overview 30
Discovery and Product Development 31
Scorecard 32
Overview 32
Scorecard Analysis 33
Key Employees 34
List of Key Employees 34
Key Employee Biographies 35
Yves Rosconi 35
Luc Tanguay 35
Paul Pommier 35
A Jean de Grandpré 36
Gilles Cloutier 36
Robert G Goyer 36
Gérald A Lacoste 37
Bernard Reculeau 37
Jean-Denis Talon 37
Pierre Caudrelier 38
Marie-Noël Colussi 38
Chantal Desrochers 38
Jocelyn Lafond 39
Christian Marsolais 39
Martine Ortega 39
Pierre Perazzelli 40
Krishna Peri 40
Andrea Gilpin 40
Mark Reimer 41
Financial and Operational Overview 42
Financial and Operational Overview 42
APPENDIX 44
Ask the analyst 44
Datamonitor consulting 44
Disclaimer 44
List of Tables
Table 1: Theratechnologies - Key Facts 5
Table 2: Theratechnologies - Year-End Share Price and Market Capitalization, 2002-2006 ($) 9
Table 3: Theratechnologies - Key Events Impacting Share Price Performance 10
Table 4: Theratechnologies - Operating Revenue/Cost Analysis, 2002-2006 ($ Mn) 11
Table 5: Theratechnologies - Operating Cost Ratio Analysis, 2002-2006 (% of total revenues) 13
Table 6: Theratechnologies - Balance Sheet, 2002-2006 ($ Mn) 14
Table 7: Theratechnologies - Cash Flow, 2002-2006 ($ Mn) 14
Table 8: Theratechnologies - Revenue Breakdown by Division, 2002-2006 ($ Mn) 15
Table 9: Theratechnologies - In-house Pipeline Products 16
Table 10: Theratechnologies - Forecast Sales, 2006-2010 ($ Mn) 17
Table 11: Theratechnologies - Key Competitors 19
Table 12: Theratechnologies - Key Suppliers 19
Table 13: Theratechnologies - Key Clients 20
Table 14: Theratechnologies - SWOT Analysis Summary 25
Table 15: Theratechnologies - Value Chain Analysis 30
Table 16: Theratechnologies - Scorecard 32
Table 17: Theratechnologies - Key Employees 34
Table 18: Theratechnologies - Financial and Operational Overview 42
List of Figures
Figure 1: Theratechnologies - Operating Revenue/Cost Analysis, 2002-2006 ($ Mn) 12
Figure 2: Theratechnologies - Key Strategic Revenues, 2006-2010 ($ Mn) 18