RE:The only thing that’s going to move the dial isTo maximize value for shareholders, you really do not want to see a cancer partnership yet. TH can add more value at this stage with 100% ownership of the cancer program. Before too long, however, if efficacy can be shown, that may not longer be the case. Once efficacy is shown, then there are about 100 different directions TH could go to expand their research on what they have and they certainly do not have the resources for that. My guess is they get a buy-out offer pretty quickly after phase 1b results are in if they are good, and it might not even take that long. Clearly, with all the Pfizer connections TH has, if they have something bigger than they can handle, Pfizer will be the first big pharma to know about it.
While I more than understand the long wait for a big payoff on TH, there is a good chance it will be worth waiting just a little longer before letting exasperation get the better of you.
Dcutter101 wrote: A partnership with big player, or prominent upgrade or let's just sell the company and get this stock over with, I'm seeing cancer "cures" everywhere and now NASH drugs pulling ahead.... no way to go it alone anymore