RE:RE:That is a big win for THThey have shown who they are, they have shown what they can achieve now is the time to go out there and make sure their progress in both R&D programs and improved sales get noticed by as many retail/institutional investors as possible.
qwerty22 wrote: A quarter of beating expectations on all fronts can't knock that. I'd love a conference call just to explain how they pulled off the Ph3.
I think you'll find it'll be fairly stemless between Ph1 and Ph2 in cancer assuming they start to get interesting data.
SPCEO1 wrote: The biggest question mark in my mind was if the the FDA would agree with the 6 experts on NASH on the pahse III. While there is still some work to be done on the trial with the FDA, it does not sound like there is a chance they have to go back to a phase IIb, and that is huge for competitive and cost reasons. It is also big news because it tells Wall Street and Bay Street they are highly likely to be doing an offering, which should attract postive coverage of the stock and more coverage of the stock.
The news on the cancer trial being for a variety of indications is also good. I suspect this means they are more confident than before the approach they are using is going to work. And if it does work on most or all of those cancers, then it sets them up better for partnerships. Now, phase I is about safety and dosing, but they are going to be looking at efficacy too.
And well done on the revenue side in Q4. I have been a skeptic on that front but they delivered the goods this quarter. Let's hope they can keep that up and that the pandemic does not put a wrinkle in that trend.
We have all talked about the need for the company to build credibility. The NASH phase III was a issue where they could have lost a lot more credibility had the FDA shot them down. Instead, they built credibility by gettng a positive response.
The stock is dirt cheap.