RE:RE:RE:Thoughts following a conference call with TH ManagementI am not too concerned about a hostile takeover attempt. If need be, someone could coordinate a likely successful resistance effort via about 35% of the shares outstanding which could be reached with less than 10 phone calls.
palinc2000 wrote: This is the problem with JMF
He says below that we have proof of concept and when challenged he backtracks the next day and again today
jfm1330 wrote: Thanks for this information, it's the main reason I still follow this board. That being said, and it will not surprise you, I disagree at this point with your frustration. You tell us they follow a plan to replicate the IMMU huge success story. In my view, if it's the case they walk a fine line. I mean by that, that you want to go public the next time with a news spectacular enough that it will propel the SP much higher. What would be the point to show your incredible hand too early with no meaningful impact. Le the predators out there sleep. We know we have the proof of concept and it's the most important thing for now. This time, it will not take 15 months for them to come with good news. If what they have is what we think it is, for all the frustration we got waiting for results, this company would have pulled a masterful move by buying Katana. The fact that their model is Immunomedics says a lot about what their ambitions are.
SPCEO1 wrote: To be able to buy THTX on a market cap of $200 million (less than three times sales) and with this kind of cancer data giving us lots of reasons to expect more positive data in the future – well that is just nuts. But we cannot be the only ones who knows what is going on – they have to get the word out and I am not at all convinced yet they will do that in a timely fashion.