scarlet1967 wrote: That was a good presentation, rounding up just about everything the company is involved in, I agree they could start talking about market caps now.
Just a quick summary which we probably know already.
Paul emphasized they will be trying to use what FD and other companies have learned in order to finalize a successful phase3 NASH and would try to bring EMA onboard.
He said the Tesamorelin stimulates the endogenous production of GH and it doesn’t mess up all the benefits IGF-1 has, he was stressing this as GH does the opposite as it has different mechanism of action.
He said Sortilin is overexpressed by 40 to 90 percent in some cancer types and the more advanced and difficult cancer the more expressions of sort one. Their PDC technology facilitate 5 to 7 times more concentration of cytotoxic agent in cancer cells and they can conjugate additional cytotoxic medication to TH1902. They try to find MTD but that doesn’t mean they can’t pick up efficacy along the way during phase1 protocol. He was bullish on sale growth year over year.
I might have misheard but it sounded like he said the NASH phase3 and IM trial will be starting in the first quarter 2021 which is obviously not correct probably needed more coffee...
Wino115 wrote: I have to say, he keeps improving as both a presenter and using the strategically placed words that knowlegible investors are used to to make it much more convincing. For us, not much new, but for someone looking the first time, I do think you now would dig deeper -- the pitch does pull you in thinking there's a real solid investment opportunity to at least check out, and that's all you can ask for is for someone to dig, then buy. Well done Paul & Leah.
- Excellent time management to get key points in.
- Explained slides, data support, hit key points, moved on.
- Summarized the key elements in each drug area nicely at end.
I really like how he very clearly discussed both NASH and cancer, was clearest I've heard yet on why the HIV trial and other obese GHRH trials in non-HIV led them to the KOL conclusion it works. Why more time and F2/F3 only will help with endpoint. He used the strategy of making your strong general statement and pointing out exactly what the data and charts are showing to back that up. I've always wanted to see that because they used to throw open the page with all sorts of charts and not really go through what they mean, or jump around from top left to borrom right to bottom left. Now they have a methodical pattern to say their point, show the "picture" of that point and move to the next point.
Very well done on both of those and I think the way they now talk about it is much more convincing. He also spent enough time on the NASH competitive slide to get in to some comparisons that were very well done and made it clear they got theses numbers on a much less healthy functioning liver given ART, etc. .. and he made that point strongly. Also pushed the point that they are safe in much more strongly worded way this time. Wish he had thrown in the market cap range of all those companies -- just say they're worth $200-$1.7bil and we're right there with them but know we are safe. Others will put 2+2 together.
Not sure what will come of this given Wainwrights size and impact, but I think they are getting much more comfortable "pitching" and the confidence they have is creating confidence in what they say, which they need to do given they are unknown still.