SPCEO1 wrote: I am not attending either of the sessions. But I am friends with those shareholders and they will let me know what TH said. So, they will at least publish a new corporate presentation before using it with those shareholders, so I am expecting that we will all basically know the message they are willing to convey to shareholders generally before those meetings actually even happen. Those attending the meetings may be able to get further nuance about whatever is in the corporate presentation, but they will not get much more than the company has in the presentation and could easily misread the nuance they are thinking they are getting.
There is still a possibility that there is a PR on the phase 1a tomorrow or Friday morning but since the trial still seems to be in progress, that is looking less likely. I suppose there could be other PR's tomorrow or Friday or even Monday morning on other subjects (a Chinese cancer partner, another acquisition like the Katanna deal or a NASH partner, for example) but that seems less likely. It is too early for a cancer partnership, deals like Katanna are not common and they should probably not do anything on that front until they have firmed up what they ahve in cancer and a NASH partner is likely to remain elusive.
So, my best guess is we get a new corporate presentation on Friday and it does not shed a lot of new light on the questions we would like to have answered. If so, the etremely, extremely patient and nice shareholders TH will be talking to early next week are likely to be less than thrilled with the lack of reported progress and the poor performance of the stock during the market bubble. The opportunity cost has been huge for TH shareholders and the ONO made them feel as though the company had taken advantage of them. So, the sooner TH can get good news out, the better for everyone. Hopefully, that will happen tomorrow or Friday but it does not smell like that to me.
longterm56 wrote: If they don't put out a PR soon, I don't know what they will talk about with the large shareholders next week. They can't disclose anything that is not public ... and there is A LOT of info that is not public.
SPCEO, which day are you attending?
-LT