RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:So anything good coming out soonLevesque pushed the NASH narrative very hard and needed to subtly backpedal about it. I went from Thera will go alone in a large phase III, to a partner search, and now scaling back to a phase IIb/III. He also pushed a lot the SORT1+ program. Remember the KOL presentation, he was very positive and talked of a new way to treat cancer and so on and they were very optimistic about timelines, when in the end it will take twice the time they said it would take a year ago. They put disclaimers at the end of press releases ans at the beginning of conference calls for a reason. It's a very speculative business. Since Levesque took charge, it was all promises, but he did not deliver results on any front. The commercial business is not improving overall, Egrifta up, but Trogarzo down. NASH is in limbo, and we wait and wait for results of the phase Ia on TH1902. So the only achievement under levesque, if we can call it that way, is the ongoing clinical trial in oncology. At least it's ongoing, but it is awfully slow and totally out of the guidance they gave on the time it would take. Maybe it's just a steeper learning curve in oncology, and they will be fine in the end, but for now there is nothing to push up the stock price and nothing to promote it. All we can hope for now is better sales number next week in Q1 results, and some kind of positive news in oncology in May. NASH is on hold and I don't know what will happen with that. The company simply does not have the financial means to go alone. So unless they comme with a really great news in oncology that would push the stock price much higher, I think NASH will stay on hold, maybe forever.
ANALIAS00 wrote: Hi Fred, I think Palinc's input is always very realistic in all time and I appreciate his input a lot. I think he could be less in JFM's back and reply to his input with less emotions and sarcastics comment but we saw worse comment from others. I also like JFM but he is very wrong on one thing. He wont admit that in between news, there is a lot a companie can and should do for shareholders. He does not agree that shareprice should not only reflect the actual situation but also the possible outcomes, the guidances. Then on top of that, what should increase even higher SP is if news announced by the cie meet or surpass expectations and cie's guidances. Remember the basic. For the first share to be sold in the 90's TH had to provide a plan and expections and guidances and many argument that shows that the ACTUAL SITUATION at the time and the "POSSIBLE" FUTURE might profit the investment. Today, and for the last couple of years, TH is not taking any opportunity or is failing to communicate properly their actual plan and state and the benifit that can result out of it. I agree with many here that TH could have simply find a way to keep their shareholders on board, excited about a possible bright future. Many here provided many other similar cie that succeeded to keep their SP at a level that reflect the possible outcomes, not TH. I also agree that even if they come up with the homerun you are expecting in vain since 2018 that they are failing to fairly promote their work and this is costly to all of us sharehoders and may keep custing us $ in the future if they dont change their "strategy". SP should reflect parts of the future expectations from the companie. Maybe it does and we are all refusing to see it ?
FredTheVoice wrote: Yep, your right on that one, with THERA I made a huge mistake when we look at my choices in the last years in that bull market. I admit.
Hope for the best.
And, on the other side, I never will be waiting for you to say your sorry or wrong with your human acumen......
GLTA,
FTV.