RE:New presentation p4 "R&D engine of expert scientists"
Basically Grinspoon (?) and what he might come up with re Tesamorelin.or they talking about the cancer group. Over-egging a little, some companies are genuine idea machines and that's often what's behind high valuations for early stage companies, I wouldn't put THTX in that category though. Still it's intriguing, maybe Grinspoon does have more things up his sleeve.
I'm getting more worried about the note on the bottom of p8
"The timing of the NASH trial initiation is dependent upon any adjustments to the study protocol and trial design as recommended by the FDA and any European regulatory agency."
We talking just about the next few months uncertainty or squeezing an exploratory trial in first uncertainty. If they could rule out the 2nd things would be so much better.
SPCEO1 wrote: It 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.