RE:How should the stock react Monday? To me there isn't much new, we'd need to see the posters to know the significance of this data or if there are new titbits. I think to somebody that's new to the story there's lots to like. I like the 1st sentence in Christian's quote "The FDA fast-track designation for TH1902 was supported by the data presented today.". That in itself suggests there's value in the data and it's worth looking at. I think people should be impressed by the broad indications (I guess this data really cements that aspect of the program), how the sortilin target is common in many cancers and therefore an exciting target. The fact that the Ph1 has initiated and so the clock is ticking on a data readout. Many of the things that make it compelling (even if it's early).
But yikes trying to guess what makes this stock react is impossible. I'm generally with you. Lot's of solid progress gets ignored and the oddest thing makes it blow up. I really don't understand what gives us those 1 million trade days.
SPCEO1 wrote: To our medical team (and I hope JFM1330 is still on it), how do you compare what the company revealed at this year's AACR versus the VM revelation last year? Is it bigger news than that? Seems to me that the scope of the data, combined with the very early Fast Track designation and the fact TH is now in its phase I trial suggest the market should react pretty favorably again on Monday. But that assumes investors are paying attention and I am not sure that is true. TH has almost no analyst coverage and I don't expect them to raise price targets on the back of this new data. And retail investors are not really showing up yet for TH. Soleus has their position already - hopefully they can inspire other institutions to take a stake in this very intriguing cancer opportunity. Last year it was just robots trading with each other for a day or two. What is needed is a mad rush by both institutions and retail investors to push this up on a daily basis. So far, I see little evidence of that but maybe this data will start to change the dynamics around TH's stock. Most stocks today have too much speculation already priced into them but TH certainly is the opposite of that. It is a rare bargain in today's overbaked market.