RE:RE:RE:Let’s be frank Cancer has exceeded expectation in execution of preclinical and IND, fast track is the result, messaging is crystal clear. It's all great just needs hard human data to realize it's potential.
They've admitted the need for a reset on sales. Paul has the CV to execute. The messaging is clear. Just needs to execute on the numbers.
It all falls down on NASH. The misfortune is NASH has the greatest potential NPV atm given its late stage and makes the whole thing look like a big snafu by the people running the company. Their strat was to chase Ph3, I think people agree they executed that very well given what they have to work with, both Loomba and the study may proceed letter are the best examples of that. I just don't think the market is buying this program as Ph3. I think if they were selling it a late Ph2 program, valued according, people could easily buy into this as very promising. All the positives we see make this a great program that just needs some light shone on the Ph3 endpoints before starting Ph3, that's my basic opinion of the program. It's almost like in sports where a promising kid or minor league player gets propelled into the major league, the huge expectation weighs down on their talent. I think there is an expectation of certain things in the NASH field to move to Ph3 and THTX hasnt ticked those boxes given where it has come from. It hasn't helped that fear of failure became the biggest narrative in NASH in the 2nd half of 2020. My hope is they can resolve this situation with the design of the Ph3 but until they clearly state that is what they are selling then the market is ignoring this. The alternative is the package they've put together is designed to appeal to a pharma partner, I could see them appreciating Grinspoon's work and the letter in a way the market doesn't. I just don't believe they have suddenly become inept on this aspect of this program, I still believe it's the complexity of the program that's holding it back, and holding the company back from clearly explaining it, it's not their inability to sell the story I think this board is too ready to see a straightforward Ph3 program and value it as such. That's were the disconnect lies.
juniper88 wrote: I believe fundementally that is what most of us here care about and that is why we are invested. But lack of proper analysts following this company, and/or enought retail investors know about the company the stock price will not appreciate to its proper potential with good results. Just look at history. The OO happened because there were never enough eyes on this company.
qwerty22 wrote: All I eff'ing care about now is seeing the fabled NASH protocol so we can understand exactly what that program is and seeing some cancer human data, that's all that really matters in 2021 for THTX. I'll support sending Wino in to beat that out of Paul!
Bucknelly21 wrote: At this point the value is only going to come from positive results, they don't have the capability to promote the story they have created. But from some reason they believe they do and continue the same old strategy. Their interest in not aligned with our own. Like many have said. I believe there are some highly capable people there but seem to have little impact on the day to day promotion of the company. That's because the orders from the top are the same ol boring mindless strategies they have tried for ever