RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:So we go to the gate...At the next good news from THTX, if it is comming throught a plain PR, with usual biring wording, without updating their website, without support, with no apparent planning to insure their news would have the proper audience and impact, etc .... We will quickly realised that even after Wino's call, they have learned nothing from it and from our concerns about their marketing strategy.
scarlet1967 wrote: When they said they will re-engineer the company as per Wino and what was in the notes I believe the intention is making a number of changes mostly related to the marketing/communication. I hope they do mean the business this time round but in my opinion they need first to re-engineer themselves in order to succeed and that can be a challenge as it is easier said than done. I like winos comments re the size of the board quite frankly a well composed board with only few skilled people can effectively do a great job also it will save the company some unnecessary cost. By the sound of it they think all the current members havd the skillset which this board needs but to improve it they need to add more member/members and that doesn't sound right to me. If a board is not functioning properly additions won't solve the problem.
SPCEO1 wrote: Who besides us here on this board even knows that TH is a NASH stock? Has TH been able to create an urgency among investors to own TH in anticipation of its big news that it is a phase III player in NASH? As best I can tell, it has not. So, my expectation is when the news of the finalized protocol drops, the stock price reaction will be less than it should be and might not be much at all, just like what happened in September when the news of the move into general NASH was only heard by us. Hopefully, I am wrong about that and this is certainly a way in which Life Science Advisors can have an immediate benefit if they are able to quickly get TH on the radar screen of investors interested in NASH.
My read of Paul's recent comments qre the final protocol is very imminent. I would not even be surprised if they already have it in hand and are just sorting out how and when to release the info.
scarlet1967 wrote: 1- Absolutely yes the reason is as it stands that protocol hasn't been ascribed a fair valuation the trick is once the protocol is finalized the company make all the right moves this time round so there isn't any /many uncertainties re the legitimacy of the trial.For instance using a different MOA shouldn't come across as inferior program specifically when all the current approaches so far haven't been successful.
2- Paul/company have reiterated many times the protocol is on schedule to start by end of Q3, he even mentioned the same in the last conference.
The question is still the EMA will be onboard or not my take is it is the company's intention to have EMA onboard as well.
mikeq113 wrote: With respect to the NASH Phase 3 trial, I have a few questions:
1. Do we think THTX has another opportunity to capitalize on a PR once the protocol is finalized with the FDA in order to drum up some additional excitement (and with that see a rise in the SP)?
2. If Paul still truly believes they are on schedule to begin the trial in Q3, when do we think the protocol will be finalized?