RE:RE:RE:RE:RE:RE:GWX - SPDR(R) S&P(R)International Small Cap ETF Is there a finalized Nash protocol to message about? Paul says no. That is the source of the vacuum, the vacuum is a symptom not the cause. The cause is their inability (right or wrong), after 2+ years, to finalize the protocol. The hope/promise is this will end.
We are going around in circles, I expect that will continue until the protocol is finalized and they message it. We will both be happy then.
scarlet1967 wrote:
"life science report produced once the harmonized NASH protocol is finalized and present it to the market more than once"
Nothing stop them from attending multiple conferences and repeating the same news "more than once", specifically for a little small relatively unknown and misunderstood company like THTX. Other companies big or small are attending those conferences more frequently than THTX. That was the point of keeping past news relevant until future news will be announced. CYDY isn't the only company which is implementing those strategies just have a look at some other cancer and NASH companies and compare the frequency of their new or old news messaging . We heard nothing between the HIV and general NASH announcements so some start questioning whether the company is actually going a head with it or not?
Now instead of radio silence between those announcements they could come out and say we are so confident about our NASH protocol therefore we are consulting with world's well known KOLs to consider the option of switching to general NASH. Have they done that people wouldn't question whether that protocol is still on the table, on the contrary the perception could change more positively.
There is a vacuum in the messaging which in my opinion only causes unnecessary uncertainty. Market doesn't like uncertainty and appreciate clear communication more than once.
qwerty22 wrote:
I just don't think of news flow from any biotech as frequent and constant so having a general strategy based on that struggles to work, unless you go down the cydy route. For example that list you put out starting with the LSA report and ending with F8 and cancer Ph2 is probably the best part of 12-18 months (I think that may be optimistic), there are 9 things on your list, so one thing every 2 months. Is that what you mean by frequent and constant? I'm on your side for better info sharing but I want to stay grounded in the realities and the realities of biotech are long, uncertain processes interspersed with (hopefully) rapid advancement and news flow, it's more step like than constant.
Having said that THTX should have something to say over the coming months, we should be entering a news rich period and the milestones have the potential to be meaningful to the market. Looking backwards I'm more prepared to think of the last two years as a bit more of a news desert that THTX could hardly capitalize on.
scarlet1967 wrote:
That’s one way to see it but I would rather see increasing volume and valuation on a steady basis in line with company’s progresses instead of a single big bang effect as a result of announcing all the potential good news at once. Constant big or small news flow keeps the story relevant rather than big one off announcements which can fade away as some trader would move on to come back later when they anticipate the next big announcement is about to happen.
For me the ideal strategy(in that order or different one based on their progress in various projects) would be going forward have the life science report produced once the harmonized NASH protocol is finalized and present it to the market more than once followed by later on hopefully good cancer results followed by dosing of first patient for NASH phase 3 followed by launch of Trogarzo IV push followed by commercialization of Trogarzo in the Europe followed by launch of F8 followed by phase 2 cancer followed by lunch of Trogarzo IM etc. etc. So the news flow is frequent and constant to keep the investors excited. The company should create the narratives for investors to stay inversed rather than in and out trading of the stock, the company needs to get the attention of investors rather than trader now more than ever as they potentially have the ammunition(a cascade of potential encouraging achievements both in the R&D and commercial sides).
Lee430 wrote: Hanging my hopes on Winos theory that this low volume might initialy help us if good news breaks out, after Memorial day maybe when traders are back at the WFH desk.
Bucknelly21 wrote: Another 20k share day ...