I don't think the odds of success go down because investors aren't bidding up the share price. That implies someone has inside information, which the tight lips of THTX have not budged on before. I'm not sure I agree with your logic there on that one. Science determines the odds.
If you're looking for KOL-type affirmation I would say FDA fast track (after all, they see every drug in development, have expertise, and picked TH1902 to fast track on just pre-clinical data), MD Anderson leading the trial, LSA choosing to work with THTX (we heard LSA has turned some firms down). The other KOLs are all the papers written about sortilin overexpression and the Gothenburg guys getting two VCs to back their early stage approach to use sortilin to fight TNBC in a different way.
palinc2000 wrote: I must admit that I will be surprised if we dont soon see a a surge in the stock price .
Indeed Securities rules are quite strict when it comes to disclosing material information and you cannot pick and chose who gets access to such info ,
It was and still is my belief that the webminar was just an excuse for the company to be able to share info a new group of investors (institutinal or otherwise) familier and having expertise in oncology,,,,,So they went fishing and it appears that they have not yet caught one or more big fish.
I dont think this has anything to do with a credibility issue of the past since Paul does not carry that burden,
It is my sincere belief that if those new prospective investors feel that there is a sound basis for the science that they will jump in before any efficacy results are released,Of course in MOST if not ALL clinical trials there are risks but the big money is made by those who get in before the good news ,
Waiting for results would be akin to making a wager in horse racing when the winning horse is within a few feet from the Finish line,,,,That would never translate to big winnings,
So how do science experts OUTSIDE Thera view the science,,BTW Beliveau in my mind is not a true KOL for this platform ,,,,
To summarize the odds of success in Phase 1 would be greater if experts weighed in by taken a substantial position in the stock,,,,BEFORE any results .....I am sure that there are ongoing discussions with those investors and their representatives so I am very eager to see if the Company can be convincing enough,,,,It has been one week since the webniar so maybe another couple of weeks to go ,,,,,,IF not it does not mean Phase 1 will not be successful but IMO the odds are against us,