RE:RE:RE:RE:RE:RE:RE:Where are th e next buyers coming from? My two cents.
NASH - there are no approved therapies. Until there is, the market is wide open. Even if one of the oral agents is approved, it is possible TH at the very least ends up with the HIV market all to themselves.
Oncology - I could care less what they paid for it vs where the market should be valuing it. As soon as Phase 1 starts, the market *should* assign a value of a couple hundred million.
So, yes TH is criminally undervalued but I thought the same after the Trogarzo deal and could not understand for months...then the SP rose from under $2 to $7 quite quickly.
I think this is the calm before the storm and April on should be good.
bfw