RE:RE:RE:RE:RE:Significant progressThis is worth trying to respond to....
(1) Egrifta sales are showing steady growth with hopefully a step change with NASH results.
(2) Lynne sold in the $9.50 range. Not smart Lynne could have sold over $14. Lynne left for whatever reason.
(3) AGM - I’ll have to agree with that but wasn’t notsmartLynne saying that as well?
(4) I did and shook my head.
(5) Trogarzo sales are growing at a 30% clip.
(6) Adding a peptide to a proven drug is more likely to be approved than 10%. Let’s wait to see upcoming results.
(7) Insiders need to exercise at certain times. CEO pay is a touchy subject. Luc has made many on here over $1 million just with the Trogarzo deal.
(8) They have actually been really quiet about NASH. NIH funded studies....
(9) SAG’s are often convened and the latest scientific news for Trogarzo is positive. We still need to see their business plan for Europe.
(10) He’s still in charge and I think he has a plan for the company.
bfw
smartmichel wrote: palinc2000 wrote: Agree in part,The relatively low SP is not due to the lack of diversification at this time but to the slow execution.Good Nash results can do wonders to the SP not because of diversification but on the hope that the company would be able to monetize this asset in some form as discussed previously .
bfw wrote: palinc2000 wrote: going from daily to once a month to maybe once every two months is a giant step imo
Yes, it is big news.
It looks like the patients preferred the injection vs the daily oral therapy.
With Egrifta and Trogarzo both being injection, this bodes well for patient satisfaction to some extent.
It would seem that over time MDR patients would drop so it is imperative for TH to make $$$ now with Trogarzo. Perhaps a price hike will occur in the future.
It also makes it more important for TH to delve in to the general NASH realm and cancer realm to diversity the company away from HIV.
The market would react very positively to diversification especially if the upcoming NASH and sortilin results look promising.
bfw
I don't understand why shareholders are on the point of toes about comment of execution end evaluation of management's work.
1. We have 41 sales reps and Egrifta is still under Serono's number of patients 3 years ago. Fail.
2. SmartLyne sold shares
3 months after approval of a
'new mode of action drug' in HIV since 10 years. Fail.
3. At last AGM: 'We are working on the second billion'. I hope they are working of the sinking of submarine. Fail.
4. Nobody on this BB realize we celebrate yesterday the 1 year anniversary of 'game changer' approval. SP is around 20% down of that day. Fail.
5. Trogarzo is on the market since 9 months; Feb sales at Taimed were half of average of first monhts. Fail.
6. Third drug: we bet millions $ on a cancer (?) gambling molecule, on the market in 2025... if... 10% chance at the most. Fail.
7. Good news, Millions$$ are there, I agree. Pay check of CEO (over 1 million annually) and sotck options exercised by insiders. Fail.
8. Build of a dream about NASH, 7 years (and dozens on millions investments $$) on the market from now except an increase of 10-15% of Egrifta sales,
IF results are good. Fail.
9. Europe crash teeth adventure (not any marketing structure for around 300 patients after 1 year at half US price (equivalent of 150 US patients)) screenining now by a commitee. FAIL AND PLEASE SELL THIS EPS BURNING DEAL.
10. Who is the leader? CEO. At the morning of last cc, I admited the best way that it will be its last one of Luc. He made good job but my 9 points above speaks for themselves. But he will be an asset at the bord honestly. Good man since the birth of company but not the one of the situation.