RE:RE:RE:RE:Any Prep for this data release?The chase for retail investors started long ago those companies who have successfully managed to get the retail investors attention are far ahead of THTX, when you are behind in a race you won't catch by going at the same speed as others. The small steps won't cut it imo.
SPCEO1 wrote: I would love for someone to be able to give me a rational explanation why TH does not have at least two such analyst champions right now. I know the company's past failures in commercializing their two drugs have burned the analysts but there are plenty of other analysts who are not carrying such baggage. How is it that other companies can get these analysts on board but TH cannot? I know the people at TH and I cannot find anything particularly atrocious about their personalities that would explain this oddity (not that I have any great insight into their relationship with other institutional investors and analysts). Surely, they are more legit than the management of CYDY???? It just seems that they have failed on the basic blocking and tackling of IR somehow (the website being a very good example and I could give many more). Still, the intriguing cancer opportunity and the huge upside it offers the stock should still be enough for at least a couple of US based analysts to get on board. Instead, they do the OO and lose analysts in the process rather than take advntage of an share offering to add new analysts. It is all quite bizarre, particulalrly given the very favorable stock market bubble backdrop for companies like TH.
Anyway, if anyone can provide a rational explanation for why TH seems to be one of the only stocks to sit out the bull market despite a string of really good news developments, I am all ears. Hopefully, the company is as well. All I can say is it is a great opportunity for newcomers as TH has to be one of the best values out there right now. A stock price between US$3 and US$4 is understandable for the legacy drug business, which if spun off could generate positive earnings. But there is basically little or nothing for NASH and cancer and thatreflecrts badly on the company's ability to market their stock in the easiest envirnoment to do so in a couple of decades. Something needs to change on this front and quick. Posting the AACR presentations is a small step as that has not be done before to the best of my recollection, but so many ore steps are needed.
Wino115 wrote: Their prep was that one release a few weeks ago. I think they are hamstrung by not really having anyone who is an excited champion in the investment community. No firms that will talk it up in their interviews and no sell sliders who are behind it and champion it to their clients. I don't count the small Can brokers as having any real influence beyond a limited group. Even Cannacord is a very small firm without a huge following. I can tell you I have received probably 20 individual emails with reports on AACR developments just from Barclays analysts since yesterday. They also have calls set up to review the data and have some management calls and KOL calls set up to think through some of these new data points. That's the kind of places they need to get plugged in to.
I hope it's not the tree falling in the forest that no one hears, but without Leah and crew pumping up the volume, it will be.
SPCEO1 wrote: Hopefully. This is often what has been so lacking in the past for TH - it has been a stock where only people on this message board have been followed closely and built expectations in front of events like this. And we are a small gorup of people who are already well loaded up on the stock. So, new info comes in and, unlike almost any other stock, TH's stock price barely moves. There was never a better example of this than the news regarding the move from HIV NASH to general NASH. That was a very big deal but the stock barely budged because there were no expectations of that news built into the market. Blind-siding the market with good news like that for a underfollowed, poorly followed small cap stock like TH is simply a very bad strategy.
What's worse is I think that played a role in the OO. I suspect the company thought the stock price would have really jumped on the NASH news (they were right - it should have). Had it done so, they liely woud have had their share offering pretty close after that. But it didn't and that likely spooked them. Since they thought they would have had the extra money in their coffers in October 2020, it likely was really bothering them that it wasn't there every day thereafter. Thus the completely unnecessary rush to do a really horrible deal in early January.
The bottom line - build the appropriate amount of excitement around important announcements and don't blindside people completely with great news. Hopefully, IR did do some of that and we will see the results tomorrow. But I have not seen much evidence of such an effort.. Then again, I probably would not see it unless they were working retail investors to prepare them for this. So, In am not expecting much retail investor participation unless the stock price skyrockes on huge volume like it did last year and thereby gets on the radar screen of retail investors who chase such movements.
longterm56 wrote: Hopefully, the IR lady was busy prepping analysts and large investors for this data release. No, I don't mean informing them of the details ... just ... be ready for importantant data to be released. That's what builds excitement around such info. We'll see ...
-LT