RE:RE:RE:RE:New corporate presentationWhen I saw the stock price this morning, I went to see if there was a press release, and what caught my eye was the "provide business update" part. It was not there a year ago on the press release to announce the CC for Q3. It also was not there for Q1 of this year, but the "business update" part was there for Q2 PR, and they indeed had somenthing to update us about. Also, between the Q2 PR on July 7, Thera published three other PRs, one on the research grant on breast cancer, one on the Marathon loan, and one on the phase Ia results. All that to say that this "business update" thing is a sign of more news to come before the next CC. I think it is what made the SP move a bit today, not the IV push thing.
SPCEO1 wrote: The new corproate presentaton also suggests there will be no new info coning out prior to the Cantor conference. If there were new info coming, they may have waited until it came out to put out a new corporate presentation. So, 10/13 is the next most likely time for an update on TH-1902. And if they update us on the progress of the trial then, it more likely to be a "soft" update rather than one backed by hard data unless they put out a PR with something more meaningful just prior to 10/13.
What we would like to see soon since the phase 1b data is likely accumulating pretty fast now:
1.) Confirmation of proof of concept which I believe can be most easily accomplished by two patients in the trial seeing greater than 30% tumor shrinkage over 12 weeks.
2.) A protocol amendment on at least one form of cancer under study in the phase 1b trial expanding the number of patients to 25 from 10 or less.
3.) Breakthrough Therapy Designation from the FDA.
4.) Partnership on some aspect of TH-1902 that TH does not have the resources itself to pursue
SPCEO1 wrote: Those slides were in the presentation issued on 8/10/22. That was the first time they showed up in a corporate presentation.
The reason for releasing the new presentation now is TH is likely meeting with investment firms prior to the Cantor conference. They will not be presenting this presentation at the Cantor conference itself as that is more of a thematic discussion on a topic that pertains to TH but not a general review of TH for investors.
I think there is a chance we are underplaying the CSC thing here. It may be bigger news than we realize. My take is it is big news but the implications of it are for a future day. Maybe cancerr analysts at a conference like Cantor's will think what TH has is important in the here in now.
BTW - one has to marvel at the fact that little, Montreal-based , well off the radar screen of investors TH could be on the cusp of becomeing an important player in cancer. Now, it may never happen, but to even have taken Dr. Belevieu's initial work that no one else apparently wanted, buy it foe almost nothing and then even be on the cusp of something possibly big is a remarkable achievement itself. If it actually turns out to be something big in reality, that would really be amazing. Let's hope it works out that way. We should know more about its prospects soon and Wino might be able to check off a few more boxes.
qwerty22 wrote: Does anybody have the previous version? I feel like the toxicity/efficacy pages 21/22 have more detail but I might be wrong.
Lee430 wrote: New Speptember corporate presentation is up.
https://www.theratech.com/investors/news-events/presentations