RE:RE:Needs the hard data still I think all the remedies noted are fine, but the low valuation and slow build of interest is indicative of the hole they buried themselves in with regard to building an active, growing investor base over the last few years. So while I agree with all the things you and Scarlet say, I just think the hole means you need something irrefutable that points toward a much higher valuation based on reasonable estimates of future revenue potentials. Right now they don't have it and while other companies it's behind where they are have higher valuations, those companies haven't yet misjudged revenue potential like old THTX did and burned a load of optimistic investors. Those companies also have meaningful promoters behind them. We just aren't there yet so need great data to support future valuation.
palinc2000 wrote: The presentation lasted over 1 hr....IF the prep work was done properly institutions and others are reviewing the info and talking to management all part of the decision making process before investing,,,I doubt they will wait for the POC before investing ,,,,
Wino115 wrote: While the new news was all positive yesterday, we still do need the first glimpse of POC and that all's like the lab work when done in humans. We are getting there.
But the new news was interesting commercially. Now we have small cell lung as a possible target and since the trial is for all solid tumors expressing Sortilin, it's immediately a new market, and a large one at that.
Secondly the data on using it to prevent metastic lesions for any solid tumor cancer. Showing you essentially stopped lesions from spreading with a pre and post treatment of TH1902 versus just docetaxol alone shows you may want to just use it for any late stage solid tumor on their list to limit the spread to other organs and bones. Once again a very interesting commercial opportunity that would be huge.
We just need that safety, POC and human data to overcome the doubt that they are digging out from still.