RE:RE:RE:RE:RE:RE:Melanoma & ColorectalWhile I don't disagree that THTX has no means to "amplify" their progress very well given all the issues we've stated, I do confirm like Qwerty that a number of the AACR presenters are down -- Fate Therap, Kura, Inovia, Cytomx are all down between 4-5%. Perhaps it's the "sell the news" given the strong appreciation we've seen. I know none of us feel the market cap remotely reflects the value of the business and pipeline. We can only hope as they do the rounds that they can amplify the message a whole lot better somehow. Hard data will really help I think and we will finally be getting some within months.
But given Dubuc and Gibson need to continue to cultivate solid analysts to amplify and support their message for both retail and institutional, I also note all these firms have between 7 and 10 analysts who cover them. That's the task at hand for the financial team at THTX -- at least get 2-4 really good new analysts that understand what you're doing and can amplify your message beyond the 2000 people that follow you now, and I include your employees in that number. It's just way too tiny. There's also no really good research on the company compared to what I read in some of these other companies. They need a massive upgrade to join the serious competitiors in the therapy spaces they're going after.
qwerty22 wrote: Affimed got all the positive headlines over the weekend for its AACR data release. It's down today!
Lee430 wrote: realitycheck4u I was hoping you would be wrong and afraid you would be correct, how can this SP possible negative today?
realitycheck4u wrote: My guess is a close that is up just a dime or two tomorrow followed by Paul starting to realize that they need serious help because the same thing is going to happen over and over. Even if it does go up more throughout the week, or later, it's just not what it should be. Paul should be hoeing the absolute best drug marketers in the USA right now and stop pioneering. Bring in the A team.