RE:If TH1902 does not work, we are done..YES or NO?It seems fair to assume it will be ugly if the TH-1902 trial flops. But what if it doesn't completely flop and there is some way forward? I suspect that is the more likely scenario of the ugly scenarios. At that point, it may be just a matter of how long it is expected to take to get to the new milestone that may, along with how crushed share price gets, that determines if it is worth stocking around.
On partnerships, I don't think you see that from Western companies until they can announce compelling data. With regard to a Chinese partnership, I am not sure we can fully believe what the company has been saying for quite some time now about that. The Chinese drug companies, or at least the ones TH would like to partner with, may also be waiting for compelling actual data too.
If I knew if the delay in doing a Chinese partnership in cancer was truly tied to TH trying to high grade their partner, I would feel better about that situation. If we have not heard about a Chinese partnership soon, then one has to believe that is not happening until the data is so compelling there is no stopping such a partnership.
TH1902 wrote: What do you all think?
Patiently here for years and feel like I've been strung along with promise after promise from this company.
I think if the Oncology program flops, its over...thoughts and opinions?
I would maybe prefer a partnership sooner than later to offset risk going forward...biotechs are hard...