RE:RE:RE:RE:RE:RE:RE:RE:RE:Question I agree that naming and shaming is not useful but I did not start that and I will retaliate whenever HE does it again.
My one and only purpose in being invested in THTX is to make money... and i call shots as I see them from my business background .
So when Katana was acquired I was bothered by 3 things
1- Katana had been looking for a partner and or a buyout for more than a year and in spite of the very low acquisition price there were no takers from biotechs and pharmas involved in oncology
2-Apart from a few low milestone payments related to the start of clinical trial and proof of concept the selling shareholders of Katana will not be receiving any royalties from any revenue related to the platform.Their confidence level in success did not seem very high
3- I also had concerns about diversification in oncology which was never ever hinted at before by management ....The fact that Christian has knowledge in oncology was not in my mind a valid reason to enter the field especially when considering 1 and 2 above.
So I called it a Lottery Ticket .... meaning high risk and low probability ....
Do I want the platform to be successful ? OF COURSE I DO
It has been almost 2 1/2 years since the acquisition and I that all pre clinical results since then point to the same direction...so I am hoping for the best
scarlet1967 wrote: Apart from personal naming and shaming from both sides I agree with palinc, we are all here to understand our investment based on openions often we make the right analysis and sometimes not.
These conversations are not about I said so you said so I am right your wrong etc.
To claim that one has been always right or one knows best is not correct or helpful.
To me a collective knowledge of all posters and their understandings are much more helpful than egotistical posts. We all have been wrong many times to claim anything but that is silly. Writing posts about how knowledgeable one is based on their whatever background is waste of time, your skills will be reflected in your analysis no point to justify it by self claiming that you have whatever background in various areas.