Canaccord's Quarterly NASH ReportIt came out this morning and I have not yet had time to sift through its 211 pages (That is correct - it is 211 pages)
But on the first page, he has a table that shows THTX will start a phase IIb/III trial in Q3.
Maybe he is betting the EMA will win and force a phase IIb before the III can get started. Or maybe he just did not have time to update such a huge effort for the latest news.
I will dig deeper into the report later and see if he explains his thinking.
There is still no standalone report on TH from him follwoing all the recent news. And still no new report from Mackie or RBC.