RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Designing the basket trialsI am a scientist working in the bioindustry for almost a decade. I think the known data so far is convincing. In my past experience, it is normal to see delay of clinical trial progress in biotech companies since there are a lot of uncontrolled factors affecting the progress. I own 120,000 shares and i have patience.
On the Q3 meeting, Paul said that many companies have contacted them regarding the TH1902 partnership. Some of them want to see more data but some feel satisfied regarding the data they have so far. My interpretation is that Th can sign the contact with the companies who are satisfied with the known data. But TH want to sell at higher price, so Paul probably postponed the offer until they have more clinical data. I believe he know something positive so he is confident and willing to wait in order to sell at higher price.
If Paul knows nothing good, i guess he would sell the right of Th1902 when someone is interested in TH1902.