RE:RE:89 bioQwerty you dont seem to put any weught in the fact that both FDA and EMA have authorized a Phase 3....in spite of everything else ....
Looking at this strictly from a business sense my conclusion is much more positive,,,,I dont think this is about the 25% extra cost which I agree is not a valid answer but rather it is about the total cost which is beyond THTX means imo
qwerty22 wrote: They have close to $200 mil in bank plus they have active clinical trials.
You should take SPCEO's lead and rightfully position NASH now. There is no sales pitch with NASH. Inevitably critical investors will focus on why thtx is not proceeding alone and that is not a positive conversation to have. 25% increase in cost is not a complete answer, if the opportunity was right for THTX they'd absorb the extra cost, the opportunity isn't right. It would be wasted energy to get into that complex discussion with people.
It's near impossible to guess their chances of success in partnership, the only way to know is go out there and see what the response is and unfortunately we are never going to be given insight into that process.
Even if the company was promotional NASH wouldn't be the program to promote.
scarlet1967 wrote: This phase2b NASH company is currently valued $350M versus THTX's $310M, they only have one program and that's it. I believe the company still needs to go out there and promote their programs including NASH whether they are currently negotiating a partnership or not. Investors need to be educated in order to factor in the value of their now finalized NASH protocol. We have few months before the oncology results will be announced, this is a perfect timing to fill the gap between news by starting the NASH marketing. There is no reason why not now that their negotiations are finalized.
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