RE:RE:RE:RE:RE:The 2025 Plan by the way, even if you don't make every stretch target in timing or size, but you accurately reflect adjustments -- it's a great way to build credibility behind what you are doing and credibility with the capital markets. Unless you are so off and totally blow it, this would allow them to do that and so far nothing else has really done that for them. The market loves companies that lay out a constantly evolving 5 year view and try to hit it.
Wino115 wrote:
Look I know it will never happen with them, but they really should do it. The idea would be to point to the future, not each quarter. But you could have shorter term progress checks. They sort of have the pieces there already it's just not put together as a coherent plan.
so it would say reeves of $2 billion for 2025, because it's so outlandish most would laugh. But you do state that the strategic plan would if all trials go to schedule and there no issues (we get it big ifs but every company puts these in their plans) you would have one cancer indication in TNBC and one in Ovarian. (I'm making up all these numbers as an example) The current overall TNBC refractory market is $10bil moving to $15bil by 2025. Taxel products are 30% of the market. Our strategy is to start with 10% substitution on all Taxel,products and to add 10% each year to 50%. Rubicin market is X% and X billions now. Partner for global distribution. Our 2025 target is 15% of that market . NASH, our strategy is to be commercializing in 2025 for both HIV and Non HIV. Given current state of trials, we expect no more than 4-6 products on the market then, with none in the GRGH area. We believe we can compliment a number of other approaches given safety and upstream action. Current strategy would be to capture 5% of market within first 5 years.
At least put a plan out there on what you see as commercialization parameters as well as all the more important trial parameters, safety parameters and scientific parameters. Constantly tweak it and update it but provide a vision. They actually have half of this already in the presentation but it doesn't read like that because they need to fill in ranges and details a bit.
palinc2000 wrote: Yeah !
We expect $1,500,000,000 in revenues in 2025 for Nash only and at least $1
000 000 000 in Oncology ......if the clinical trials show positive results....
realitycheck4u wrote: False. Better to show future potential.
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SHOW THE MARKET MEANINGFUL INCREASED SALES WITH CURRENT DRUGS AND THE MARKET WILL PAY MORE ATTENTION TO THE PIPELINE" palinc2000 wrote: I think that would be a futile exercise,How about issuing guidance for the next few quarters or better still for the next year,Meeting and exceeding guidance is the best way to prove that you have a good grasp of the operations,The Company was founded in 1993 and issuing guidance has never been in their DNA ,,,SHOW THE MARKET MEANINGFUL INCREASED SALES WITH CURRENT DRUGS AND THE MARKET WILL PAY MORE ATTENTION TO THE PIPELINE
Apart from better operating results the best catalyst would be proof that a major is interested in a collaboration agreement with THTX IN Nash
Wino115 wrote: I'm not sure why they are afraid to discuss the financial THTX implications of the future, with all the risk warnings we would know. Here is an example from another investment I have, Plug Power. Now I fully realize the huge difference between a more predictable industrial roll-out with fewer "binary" events, but that shouldn't stop them from discussing their strategic plan and putting wide bands around it.
Plug Power put in place a 2024 plan with EBITDA and Sales targets and adjusts it as they go along telling you where they are. Here's their investor presentation with the 3rd page being The 2024 Plan with their strategic financial targets. Smart investors know these are just targets, not guarantees and it shows what they are aiming for.
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