RE:RE:RE:RE:RE:interest in THpalinc2000 wrote: You have mentioned many times in the past about Taimed having constrained Th about what to disclose in relation to Trogarzo sales and your follower Jmf has also repeated that in the past!!!
Do you realize the substance of what you infer?
Pardon my French but what you are saying is that TH did not inform or provide guidance to its own shareholders in order to help Taimed screw their shareholders with false expectations... Highly unethical imo if this is why TH kept quiet.....and that kind of behaviour should be condemned forcefully
SPCEO1 wrote: It is also the reality that the analysts missed the boat as well and, unlike you, they are not willing to admit that, so they are blaming the company instread. And this is having a negaitve impact on the share price now even though it is old news.
I also think the blame is not all to be directed to Taimed for the too high Trogarzo expectations. TH deserves some of the blame too. If they knew everyone but RBC was too high, they could have done a variety of things to get our expectations more in line with reality. Granted, Taimed constrrained them to a degree but they could have done more then they did. Second, if they shared our expectations and that is why they did not seek to lower them, then they were as wrong as we all were.
But that is ancient history now. Trogarzo sales are startign to pick up a little off of a very low base and HIV NASH will likely be the biggst value creator for the company going forward.
jfm1330 wrote: There is no Trogarzo disapointment in my view, just misleading informations from Taimed and Taiwan analysts and uninformed analysis on our part here. If I would have known 13 months ago that 10% of peak sales was at best what we could expect from the first year on the market, I would have sold the whole thing back then at 14$, only to buy back later at half the price or less. But I was not properly informed on the reality, on the real numbers to expect from the first year on the market of a biologic drug that is IV, first in class and aiming at a niche market and very expensive. The disapointment is not in the sales numbers of Trogarzo, it is in the fact that I was not good enough to get the good information 13 months ago. We all missed the boat here. That's the reality.
SPCEO1 wrote:
There is a transition going on from the legacy analysts who are still focused on the Trogarzo disappointment to new analysts who will be more focused on the HIV NASH opportunity.
Common man you should know by now these guys like him etc just guess and when the real numbers come out you see how wrong they are, let these fanboys predict what these sales numbers will be in 2023 etc its beyond stupid. If there was something of value in these drugs this company would have been bought up by now it's a drop in the bucket for gildan their portfolio, or other big dogs at this us $4 sp only real hope left for most to get their money back is for someone to buy this joke and a massive canadian pharma failure that was supposed to be the biggest lol