RE:Biggest annual Sell Side eventLike many of the smaller companies that don't get a direct invite from JPM to participate, TH has historically gone to the conference and hung around the perimeter of it, meeting with bankers, analysts, buyside PM's and other companies. I would be surprised if they were not doing the same this year. If I recall correctly, the meeting they had with Taimed there helped get the Trogarzo deal done, so who knows what might come up on the NASH or cancer front this year.
Maybe they can get LSA to update the corporate presentation for them! The fact tht it has not been updated may mean some important news is coming out soon and they are awaiting that before doing a major overhaul. The early and larger tha normal options grant suggests something like that may be happening too.
Wino115 wrote: JPMorgan Healthcare Conf coming up and doesn't appear THTX is bothering with it again. Even if not invited, many companies flock around it and offer up call times. I get the sense Life Sci Advisors is finished with their "rebranding". It was just for web, some films, the presentation and speech to go along with it. Bit surprised their analyst didn't pick it up, but maybe using a different firm for the NASH partner search ticked them off.
I would still score the LSA consulting ideas as very helpful and professional. THTX management know speak about the opportunities and science in the right way, knowing what to emphasize and the buzz words that resonate in investors heads.