RE:RE:RE:Feb 24 th release of 4thQuarter RedulsIt's pretty standard so I don't think one can infer much of anything except the plain language of what they say --quarterly results and update. In the past, they've usually had separate PRs for something meaningful so we ought to expect that for this trial. Trials don't conform to the earnings calendar or fiscal year of a company and would involve getting interpretive data from the lead PI down at MD Anderson and possibly FDA. You'd want to hear what the lead doctors are thinking and form a real solid plan. Let's not forget PL has mentioned a few times that the 1a data and their lab work could inform the ultimate design of 1b. If they want to move quickly to 1b, as was stated to the investor groups, you'd have to be having those conversations with MD Anderson and FDA now.
I do notice Dubuc is still IR, so that hasn't changed. They are probably down to a short list at least and maybe they'll be announced in a few weeks. Usually depends on hiring exit issues. I'd hope they find a top notch pro with serious insitutional AND retail heft in biotechs who knows how to frame the important issues and discuss them. They've definitely gotten a lot better around that compared to a year ago.
SPCEO1 wrote: I have a question for the board - is there anything in the release today that caused your heart to skip a beat with anticipation? No, I didn't think so. Maybe that is because they are not yet ready to tell us anything important but maybe it is because they just do not know how to, or simply don't want to, build enthuisiam among investors for their prospects. Supposedly Paul is a marketing expert but he has not yet applied those skills to his interactions with investors. If I were a new potential investor in TH, I don't think I would be inspired to be on that call by the tone of that press release.