RE:RE:RE:RE:Paul, talk like a CEO...please.For every biotech like TH it is all about : Getting interesting results and getting approvals. On all those Biotech's board we read the same thing as we read here on TH's board. Product with high expectations, results and approvals chances are high, analysts are sleeping, SP is under valuated ... :o)
The thing is, in biotech world in general, product are not as expected, results are not as expected, approvals are not comming as expected .... But all claim that SP is undervaluated :o)
Next Trillium ? :o) 18 months back we were talking about SP undervaluated :o) Lets keep dreaming like all other biotech shareolders are dreaming about the expectation of their cie they hold.
Conclusion: lets hope that in 18 months we will claim that SP at 14$ is still under valuated. But I will be happy if we can only double the actual SP.
SPCEO1 wrote: I suspect if they get good phase I results, they will start speaking in that manner.
As for the stock price moving late in the day and in pre-market this morning, that may just be some retail investors getting excited by the recent data and thinking this could be the next TRIL. And it could be the next TRIL given what they have in cancer. Plus you will likely get a decent NASH candidate as well. As ignored as TH has been in the last 18 months or so, just the reverse could happen in the next 18 months. TH has to get the FDA's approval for its NASH protocol and get interesting results in the cancer phase I for that to happen, but both of those things may happen and the chances they happen are not exactly low. So, be prepared for the stock to go as nutty on the upside as it has been on the downside as it just might happen. If so, the stock price will be aided by the lack of supply if we long term holders don't sell and the ultimate price at which the company sells new shares will be higher than any of us are now thinking. And then the company will be happy that we are holding onto our shares tightly!
Wino115 wrote: I agree, the written PR is very well done and highlights a number of key attributes. I just wish the conference discussions and news articles also were consistent in tone and verbiage -scientific and professional. I do think that if it works in humans it will be best in class and crush a lot of the competition because the cost should be fair to low (generic chemo), very safe (hopefully), super low side effects (hopefully), and highly effective. What more could you ask for in a new treatment but for one that puts loads more tumor killing agents right into the tumor and nowhere else? If it also breaks apart the tumors vascular network to strangle it, even better efficacy. So yes, if this works in humans I do think they should start calling it Best in Class PDC or ADC. It could potentially blow away the competitors. That Sutro ADC only had responses from around half the patients if I recall and it only shrank the tumors 20 to 50% (only one got to 70%). So TH1902 could truly be best in class. They should speak that way.
juniper88 wrote: Wino, I agree with your point, well written. But read Dr Marsolais' comment again and reflect on it. When I first read it, I thought to myself this could be a game changer, not just for THTX, but for the treatment of cancer. We could know in just a few months.
Wino115 wrote: THTX CMO in Press Release: These data also support that TH1902 has the potential to have an improved safety profile at therapeutic doses in comparison to standard cytotoxics. Most importantly, these findings give hope that we may finally be able to tackle hard-to-treat cancers with a more effective and better-tolerated treatment, said Dr. Christian Marsolais, Senior Vice President and Chief Medical Officer, Theratechnologies.