RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Dumping 20M shares and keeping 10M warrants @$3.18You see. I was looking to find a positive way to look at Trogarzo's sales back then, and unless a dramatic change would occur in the next two years, it seems that my search for optimism was not warranted. It is anecdotal, but it should give matter for reflexion to those who think NASH and oncology have such value at the moment. This graph I showed many times to push my point was a way to try to fill a hole in the story, a missing piece in the puzzle. It was a surrogate for sales that were not there and are still not there. The NASH and oncology stories have many of these holes and many of these surrogates with which the holes are filled by the optimists, those who would want a higher SP based on these surrogates, these hole fillers. One thing I can say is that I learned something from my wishful thinking on Trogarzo sales potential. Again, I am still confident in the potential of NASH and oncology, but I try to be more realistic. Maybe some could say I am a pendulum going from an extreme to the other, but I don't think so. I think my actual stance is moderate.
scarlet1967 wrote: I have full respect for all engaged and knowledgeable posters like Wino and Jim. Having said that we all are entitled to our opinion but we also can be wrong at times . For instance when Tragarzo's sales were not going as well as we anticipated I am not sure how many times Jim referred to a chart indicating the peak sales for drugs are some 3 years after the initial launch and especially for a drug with a high price tag and administered by infusion, so be patient and the drug will be selling when it reach the top of the curve, well that didn't happen as we are still near the bottom of that curve. As per wino I also remember you were surprised by lack of reaction from the market after the announcement of the general NASH and later on you justified it by as none material event,later on you suggested the submission of the protocol will be material event thus a market mover and you change that later to acceptance of the protocol and now interim data as market mover.
See the point we constantly move the material event to a later date?
Now my opinion is, has been and will be the same as per Trogarzo I can see some growth if they market it well, a late bloomer but not to the levels the company projected.
As for other aspects of company's R&D programs folks we had many material events and evry single of them has not been recognized by the market simply because ineffective and/or insufficient marketing. They fix that issue we will be rewarded and if not they aiways will be questions/ hesitations as many will ask why others are offering good exposure and transparent marketing while this company act like they work for secret service.
They need to act like other successful biotech companies to be valued accordingly.
Again I have been wrong many times too so no disrespect to great people here spending time analyzing all aspects of THTX's operations.