RE:RE:RE:THTX Weekly Report CardI believe Spceo is trying to highlight the weekly progresses and lack of progresses and the urgency to deal with some issues. For instance the analyst's expectation should have been dealt with long ago, as per the investor presentation the market for Trogarzo is 12 k patients which in reality it's more likely about 3 k(even they get half of that it's about $150 M peak sales and that's not bad at all IMO) so they should talk about realistic targets which are achievable/believable and great commercial results in comparison to past, the progress of NASH protocol on the website isn't correct etc all of these small and bigger issues should have been addressed in a timely manner. As we are waiting for the protocols progresses they can do many things as mentioned earlier. Last week all the NASH stocks got beaten thanks to NGM's results apart from HEPA which ended up some 5% higher, I believe their CEO's presentation at seekin alpha could have been the explanation.
Now our CMO and CEO could any given day do similar presentations on these platforms.
I am repeating my self but presentations like the fireside chats with concord only will be noticed by their investors now that many among others NGM's investors are bailing out the company should go out there and advertise their NASH protocol to as big as possible audience bringing some of those folks to our side. Their interactions with the market should be more frequent, at the right time and right place.
Scioto wrote:
It may be hard to do this on a weekly basis due to the lack of ambition Is by the IR department, limited coverage by the analyst community, and slow calendar in product development. A monthly one might be a little easier but I appreciate your effort and your willingness to expand coverage on the stock as we look for company improvement between now and the next stock holder meeting.