RE:What's Next? Opportunity cost is easy to add up in hindsight. Just like you, I would have enjoyed owning Shopify, Coupa Software etc etc..., in being an owner of TH shares - it's exactly that, ownership.
Catalysts as I see them:
1) IND for SORT and NASH.
2) IV Slow push
3) Egrifta SV bounce back and continued momentum as I can only imagine patients will stay on this version longer
4) Insider buying by new BOD's - Molson and Trudeau likely replacing Pommier and Lacoste who are now above age limits set out in Bylaws.
5) New Institutions or Small Funds or Pension Fund accumulation: We know the only remaining pension fund is Caisse. But we also know institutions are only following RBC analyst Abrahams. And the only way Abrahams is changing his tune is the FDA's blessing on NASH p3. So no new institutional buying until January at the earliest.
6) New info from Grinspoon on NASH, further explanation of totality of data an maybe a hint of new partnership agreement with Harvard since they are already have a royalty deal in place.
7) Trogarzo growth (Europe)