New presentationIt keeps improving with each iteration and it has come a very long way from where it was, so that is great. Most of the improvement has been through adding much more complete descriptions of the science, which is what US institutions are typcially looking for.
Still, there is an unwillingness to highlight the valuation disparity between TH and other NASH stocks. Now that the have the FDA's backing for a phase III trial, I am not sure what would be a good reason for not including something that highlighted the rather massive gap between TH's valuation and that of other comparable companies. If I were a new portfolio manager seeing the TH presentation for the first time, I would certainly appreciate seeing those comparisons and they would make me very interested very quicky in TH's stock.