SPCEO1 wrote: Some thoughts on those slides:
1.) Marsolais and Leasure were ready to ask questions if there had been any. It sure would have been nice to get some additional color on the AACR presentation data from Christian and also would have been great to hear from our new head of global marketing. Since there is not much goign on outside the US right now, I would have liked to hear him explain why his position has that title - are there other plans on the horizon.
2.) Acquisitions, in-licensiing has popped up again. Is something in the works? It seems to me the Leasure hiring was a bit over the top if there were not some other plans.
3.) The box next to "Maintain financial position to ensure successful execution of strategies and objectives" was not checked, depsite the completion of the offering that purportedly would provide a 2 year cash runway for TH. I don't see them raising any more money until the cancer results are in but they are spending a lot and if there is some acquisitions or things of that nature on the horizon, that could change.
4.) It would have been nice to ask Christian to give us some color about TH-1904. It is out there but we really do not know much about it or what advantages it might have over TH-1902.
5.) How much money will the Trogarzo IM trial cost and why are they pursuing that? Do they think IV Push will not be accepted by the marketplace?
6.) We thought the new marketing plan advanced by Paul had finally cracked the secret code leading to at least decent sales growth after the Q4 results. What happened to sales that led to such a sharp drop-off in Q1? The pandemic was in place for both quarters. Are those efforts to educate the market not working?
7.) Another objective is to "Obtain reimbursement in European countries and launch in some of those countries". Why obtain reimbursement if you are not planning to launch sales in those countries or is that just referring to a timing difference?
I suppose none of these questions entered the minds of the illustrious analyst team we have following TH. You would think analysts would also have peppered Christian with questions about the first cancer patient early results, among many other possibilities.
Wino115 wrote: If you didn't see the call, there were slides with it. Some are useful to see. You can skip to each slide and listen to just the ones you want to or just see the slides. There is a Trogarzo customer satisfaction survey in there which is new. They focus a lot of the AACR on the colorectal results which are a strong demonstration of the approach. He makes one point in there toward the end of that slide that even the most recent ADCs suffer from often causing neutropenia and infections, so if they continue to show this safety data it will be huge versus all the ADCs in those indications, assuming it's equally or better in efficacy.
1 Qtr Slide Presentation THTX