RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:NASH market and competition Do you know what would make investors aware of TH's NASH program. A big licensing agreement with a company like Gilead to develop Egrifta in NASH. If the company's prospects for NASH are as bright as some here think, there are companies lining up to partner with TH. Then the company can focus on the bigger opportunity in oncology.
SPCEO1 wrote: I am not sure very many investors are even aware that TH has a ready to proceed letter from the FDA for NASH. So, it is not that they are wrong, it is that they just are unaware. And that is the company's fault for not selling the news well enough (and then quickly stomping on the news with the OO). And the sales job needed to begin long, long before the offering. The news of the FDA's approval for the company to proceed with the phase III NASH trial should have been something investors were waiting with baited breath for it to be released. But, just as in September when the company actually had a stunningly good conference call to announce the good news that they were moving into general NASH, very few people heard it and the stock reacted with a big yawn. They failed to lay the proper groundwork for that decision and it was ignored. They finally got the FDA's backing and gave no time for that to sink in before doing the offering which was led by cancer investors, rather than NASH investors.
The company really does have something of interest in NASH and neither you or anyone else has yet to make a cogent case to lead me to think otherwise. In fact, the case just keeps getting better for Egrifta in NASH as Dr. Grinspoon keeps adding more and more science to the equation.
The whole NASH thing has been a failure in marketing the opportunity to investors and that failure is made all the worse because it occurred in a huge bull market where any crazy idea has been well recieved by retail investors and even some institutional ones too.
jeffm34 wrote: So are you saying that every single investor is wrong except for a handful of people posting on this board?
scarlet1967 wrote: Believe me I haven't missed that and it's real so is the reason why.
jeffm34 wrote: You are missing the only thing that matters. The current share price the market has ascribed to TH's NASH program. It's not an oversight by investors. It's a reality.
scarlet1967 wrote: am I missing something here?