RE:RE:RE:RE:RE:RE:Magic Mushrooms I really don't get how searching for examples of lunacy and then moaning that THTX aren't sharing in that lunacy helps at all.
Sutro looks like a solid ADC company. They are a whole Phase head of THTX with solid data in their lead program. They have three techs they are showcasing. They have two large pharma partnerships, one which just paid a $15 mil milestone for just getting preclinical toxicology. Last time I looked they were twice THTX's market cap. I think that is a better target to aim at than well followed stocktwit companies with little or no inherent value.
for me the only real outstanding question is the absence of any valuation for NASH. It's potentially the biggest NPV and it's completely ignored by everybody. If we could get to the bottom of that question we would know what's holding them back. They must have a sense of what's holding everybody back. Maybe it's marketing, I'm not convinced. I don't expect Wino will get any straight answers to that question.
I'm looking forward to Marolais talking at the up coming conference, it's behind a paywall so we'll have to see what her it every goes public. The blurb suggests a different approach to talking about Egrifta in NASH let's see if he follows that and we get a new way of thinking about the program.
Bucknelly21 wrote: On st we have about 13 new followers in the last 45 day bringing our grand total to 909. Which is unbelievably low despite all the good news we have had. While companies with nothing trading at .00004 cents a share have 80k. This just confirms what we all have been saying. They are either stupid (which I don't believe) or stubborn and don't want to admit that they are wrong in their approach to just about everything on the topic of investors. I remember years ago Phillipe had so many meetings after meeting with tutes, absolutely nothing but a pos offering came of it years later. He may be good with numbers and I pleasant man but he's not a salesman