Acquisition UncertaintyThere is skepticism about the success of Future Pak's acquisition offer, and it is likely to fall through despite recognizing the value of the EGRIFTA franchise.
Supply DisruptionAn expected one-time reduction in revenue due to a supply disruption resulted in a $10M — $12M decrease for FY25.
Transparency ConcernsTheratechnologies confirmed it does not intend to provide updates or comments on the ongoing negotiations unless required by law, creating a lack of transparency for investors.