RE:OKAYSome good points but I disagree with #2.
TH does not need to worry about retail investors. They need to focus on the business and getting institutions on board. Institutions will carry the SP much higher.
I have also wondered about how they plan to market Trogarzo in Europe in a cost efficient manner.
Also, I’ll be happy when Lyne’s replacement is announced.
Bfw
smartmichel wrote: I read with pleasure all posts since these tough days.
1. I appreciate comparaisons with others stocks like OMER, RIM etc. but you must to admit in TH case:
-Sales of Chief Commercial Officer Lyne (twice since 6 months) is not the best timing indicator to distance FUD from shareholders when you start commercialisation of a new drug. Lyne is a smart woman and made lot of money but it was not the century idea for shareholders.
-Analysis of the leader of last financing deal, the worst SP target among analyts who cover the stock, is not the best way for confidence: 300 millions of dollards gone up in smoke since his report (plus around $3,000,000.00 of our own money for his bank's fees); with this kind of friend, you don't need ennemies.
-Last financing killed a bull momentum (around $500,000,000.00 market cap lost since this financing). Why this financing at that time? To adore $50M more in bank account? Where is the third drug, main reason to raised cash?
-No sound and no picture from company doesn't help. I understand companies don't have to comment variation of SP on a day-to-day basis but the common sense must to drive a serious company. Why to not disclose monthly purchase of drug or number of Trogarzo patients? Taimed reported monthly.
2. This drop as some posters said will have consequences. For some retail investors, TH is a speculative stock ans they quit the boat for a long time.
The company will have to rebuilt credibility with retail and corporate investors.
3. The ''Plan'' must to be put on the table.
-Is it a good idea to seach for other drugs on HIV field if we don't make a stong base rapidly on this affection if competition or cure come sooner than later?
-Is it a good idea to build at high cost Europe market (Egrifta is not approved) if we reach only few hundreds patients two years after launch (half price of US and agreement more expensive with Taimed)?
-With Taimed over 4x TH market cap, is it the time to talk about joint venture with this company?