RE:RE:RE:RE:RE:Weekly Report CardI agree with pretty much all youhave said there. I just would like TH to not wait for the news we hope will come but to make a maximum effort to build excitement about it until it comes. It would make likely make a big difference in the outcome for the share price in the period leading up to any good news that might be announced this Fall and it would also likely lead to a somewhat higher price even after the news comes out and everything you noted below happens. The valuation gaps with other similiar companies in both NASH and cancer are striking and there is no legitimate reason for them existing at this point. And I am prettysure you would not mind all that much if those gaps were closed, so why fight it?
jfm1330 wrote: I totally disagree with you on that. If they have clearly good results or more, excellent results or spectacular results, everybody in the cancer world will quickly learn about it, then it will quickly spread to the biopharma world and investors interested in this field. Ultimately, and pretty quickly, it will reach individual investors. All the stuff you are complaining about will resolved itself. That's the power of great results in an area of crucial medical need like cancer where every little step forward is valuable. If Thera can come forward with a significant step with still a lot of potential for many more significant steps. They won't need to promote that. The news will catch like a wildfire. Again, would not be HIV lipodystrophy or a trial in NASH or a lisensed drug on niche MDR HIV. This would be major league territory. Again, all that is still conditionnal. They need the good results on humans. We are all waiting for that, but again, many things are pointing in the right direction.
SPCEO1 wrote: TH may have a winning hand with cancer and all we are asking for them to do is maximize it. That will take some effort on their part - it will not all happen naturally.
jfm1330 wrote: This board is back to its freakin obssession with promotion and the very short term valuation of the stock. By chance you are not invested in a private company. We got a very good oncology presentation three weeks ago. We know the potential is very high, so much that it could be a once in a lifetime opportunity, a life changing investment. But at the same time, they repeated many times that it needed to be confirmed on humans. That's what they are doing now and all signals we have are pointing in the right direction. They told us recruiting was going well, that they were about to start new sites for the trial. We knew all that. They told it. Also, they are hiring intensely. Why do you think? What else do you want??? The results today? Come on!
At this point forget about a stock price that will reflect the potential. We know that this is a company that will be rewarded on real good results, and we know that cancer is not HIV lipodystrophy or a phase III in NASH that will take at least four more years. Very good results in cancer cannot be overlooked. It is just too important. It is not a marginal condition and tumor regression is impossible to ignore, even more with a platform like SORT1 that would allow a wide array of possible applications. Al that to say that if there is clear and real efficacy, the market will not ignore it. The stock will rise like a rocket, and everybody will notice. Whining about communication and promotion for two or three more months won't change anything about that.