RE:RE:Trogarzo Press Release Today - No one?It's understandable for THTX's shareholders after disappointing valuation for the last long few years to look for a quick fix "oncology results", ignoring other assets cause it would/could take even longer for those operations to create added value.I do recall all the excitement for both Egrifta and Trogarzo followed by increasing valuation and it eventually faded as the sales didn't live up to expectations. Then NASH was the main focus and now the oncology. It's is very interesting how folks change their mind about the prospects of the company and yesterday's hero became today's zero. Point is if and when, possible and almost probable the sales of the legacy drugs start gaining traction then I think many start paying attention to those assets. Now when they announced Trogarzo is effective with other ARTs and safe nobody is interested but if you want to sell the drug the added therapeutic benefits is a good darn idea. We could say the same for Egrifta. Love to see the rejuvenated sale growth for both cause if materialized the company won't go "bust".
Lets see what will be the favourite subject next year sales?NASH?oncology? The ideal scenario would be if all of them will be successful and marketed properly followed by rapidly increasing valuation but we don't live in a perfect world so why shouldn't the company trying their very best having a go at every single of these value added and not value lost opportunities?
To me it is short sided to focus on one aspect of company's operations. Just imagine if this was your own business, would you pass on increasing revenues just because you are at phase 1 cancer trial stage? In my opinion they have to do what they have to do to increase the revenues regardless of oncology or NASH's progresses. Then of course spread the news effectively using all possible avenues in order to capitalize on their achievements thus higher/much higher valuation.