RE:RE:How should the stock react Monday? What I'm reading is making headline today is late-breakers, some surprise wins and fails and some 'themes' emerging around cytokines, kras and NK cells etc. Nothing specific for THTX and not really anything much closely linked like ADCs/PDCs making headlines.
Wino115 wrote:
i think it will get some investors to add or top up but not sure about a stampede.
I set up a number of Google news scraping filters on AACR and so far I have not seen any mention of TH1902. I'm not too surprised as there's literally thousands of presentations. The press news for places like Stat focused on more Star-Wars like approaches that were in plenary sessions --one for childhood glioma based on modified cold soars (yes, not a typo), Immunocores uveal melanoma in Phase 3 (eye melanoma), and chromosomal instability research.
Seems you either need to pay or sponser an article or have analysts write up your important developments. It may be its not a radical enough approach vs some of the other very high risk approaches. I don't really know. I'm ok with boring as long as it's more effective than anything else. I think it's highly innovative, just not known,
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.