RE:RE:RE:remember this?It is worth stating again that TH's shortcomings in the marketing of the stock have been unusally extreme. In an evironment when all sorts of stocks are seemingly easily getting very high valuations for the hope investors have in their future, TH stands out as not being able to plug into that kind of interest despite having made huge strides in two huge drug markets. It is not that TH is just a little off the mark, it has been way off the mark in this respect. Investors are thrilled at the moment to even chase very dubious stocks much higher but TH has legitimately impressive prospects in both NASH and cancer and it cannot get almost anyone to pay attention to what they have. No reaction to the general NASH announcement? No questions on the quarterly conference call after new cancer data was released and new management was hired? It is an extreme sitaution that deserves the immmediate attention fo the board and that is why we are rattling their cage. Because this problem has been left unaddressed for so long, we had a huge chunk of the company sold to very fortunate new shareholders on the cheap, thereby reducing our stake in the company by at least 15% (I am adjusting here for the fact that a share offering had to be done but should have been done at a higher price, thereby lessening the dilution).
Our disappointment with the current situation is based on real problems that have cost us a lot unnecssarily. TH's leadership has done an excellent job of pivoting the company away from the small HIV products towards potentially huge market opportunities and did so on the cheap. They deserve our praise for how quickly and econommically they pulled that off. But it is hard to praise them when we see how immpressive that is, but we are the only ones seeing it, resulting in a share price being well below the comparables for other NASH companies and not reflecting anythign at all for the cancer opportunity, all within a market that is paying high prices for stocks with far less going for them.
It is an extreme situation and hopefully, the board will step up now to start sorting this out. Otherwise, who could blame any shareholder for voting down some of the board's members.
SPCEO1 wrote: TH is executing well on medical research in cancer and NASH, and Marsolais and his team deserve a ton of credit for that, but the issue is they are not getting much credit for that from the market because they have not been able to get investors interested in their progress. A slick video distributed in a way that investors might see it certainly would help. Can't see how it would hurt. Whatever TH has done regarding marketing their impressive progress to investors has clearly not worked very well, so TH should be open to new ideas.
qwerty22 wrote: They are executing on a medical research business and you're complaining about videos.
scarlet1967 wrote:
"3D animations are great support to explain the mechanism of action of a molecule. With the help of Amerra, we were able to convey how our promising peptide-drug conjugate technology works inside the body. Amerra produced such an amazing result at a cost a small biotech like us can afford. We're very much looking forward to working with them on our next animated video."
- Nichol Pelchat, Associate Director, New Product Planning
https://youtu.be/6iu07e1_us8
Yet they are quite generous with their compensations which was announced on a Friday afternoon thus less attention. So whose interest has been prioritized using the funds for a cash strapped company? the employees with fat bonuses or decent marketing to support the valuation of the company subsequently a decent ROI for their loyal long-term shareholders?