RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:TH2101The problem is they don't have a measured retail strategy, they had one chat this year and LSA. The chat was with new company with not many followers and the LSA has limited retail investors. The retail segment of the market is more relevant than ever now, general public have access to information thanks to fast electronic communication. Many of them don't invest based on institutional advice. Companies big or small saw that coming in time and took advantage of it. The company seems so far to be missing that opportunity. Yes they updated the outdated website and let people ask questions during CCs which is good but that's not enough. There is nothing to loose to add a retail oriented approach to their overall marketing strategies. It won't cost much in terms of funds or time but the return can be very rewarding. The competition is doing it so should THTX. I have done what I can to emphasize how important a decent retail marketing is in fact most of my emails to the IR has been sent without mentioning anything about them here. This is my absolute belief that they should address the issue ASAP and quite frankly I couldn't care less if other investors agree with me or not. I really think many science oriented investors don't understand how businesses is run due to lack of experience. It doesn't matter what is the nature of the business, one has to asses what it is needed to be done so your product whether it's services, goods or ideas gets valued properly, you need to identify your targeted clients and use the best route to reach out to them. Hopefully soon that re-engineering plan will include a much better capital market engagement.
SPCEO1 wrote: JFM and Qwerty are either willfully mistating my point re:CYDY or just have an understandable bad emotional overreaction when that company is mentioned. To be clear, and to say again what I have said in the past, I don't think CYDY is borderline criminal, it is totally criminal. I don't want THTX to become CYDY but I would like them learn that there are different places on the spectrum of shareholder engagement that a company can operate from and that there is a better place on that spectrum for THTX to locate itself on then where tehy are at the moment. It is especially important to do so ahead of time to "prime the pump' as we have already seen the company fall flat on its face when they failed to do so prior to the general NASH announcement last September. Moving to general NASH was a big deal, and they put together a great conference call to highlight what they were doing, but few were actually listening. That led to the very low price in the OO/NO. I sure do not want that to happen again when and if they announce great cancer data in Q4.
It seems to me they have decided they are a cancer commpany and they took the better part of Q2 to work that out. Now that this is settled, they are apparently ready to move forward to prime the pump. I see some progress on that front and hope to see more but am concerned about the normal August dead zone that THTX has often slipped into. Hopefully, that will not happen this year.
scarlet1967 wrote: Who wish them to be like CYDY, we are talking about two extremes both scenarios are bad
qwerty22 wrote: Read this Twitter thread if you want to know how bad it is.
https://twitter.com/IamBreastCancer/status/1417563369175801856
And stop wishing thtx be like them.
qwerty22 wrote:
And the announcement is again horrible. It's another piece of unscientific filth. I'm with JFM this is not any sort of comparison to make.
scarlet1967 wrote: Couldn't agree more, yes they are very optimistic but who is paying attention? CYDY announced their results for phase1 cancer trial in two days their valuation jumped from already elevated levels by over 30% which is more than THTX's market cap. It's not only supporting a better current depressed valuation but also about future potential positive reaction to their announcements if and when they are positive. They need to create a better market awareness now by reaching out to more than legacy shareholders. Attending several conferences targeting both retail and institutional investors. It's cost effective with potential great results not trying to increase their followers will always be an obstacle to create shareholders' wealth.
SPCEO1 wrote: Oh, they could express it more strongly. I am 100% certain that if the CEO of CYDY had seen whatever it is that THTX management is seeing in the phase I cnacer trial, he would have had 8 confernce calls about it by now and twice as many press releases. I am not suggesting that is the extent that THTX should go to but just saying they are in a pretty normal spot versus the average copany with regard to how they are speaking about it.
The bigger problem seems to be who they are able to reach with such positive statements. For the most part, it is the classic philosophical situation of the tree that fell in the woods that nobody heard. Did it really fall if no one is aware of it falling?
I think the company is dropping us who are paying attention a few hints about the progress that is being made (hiring patterns, NASH partner plans, the new pre-clinical info, etc.) but until there is firm data in Q4, few are going to notice. Which is frustrating to us who are paying close attention, but it also gives us enough to keep us going until the confirmatory info is available.
Meanwhile, THTX needs to do all that it can to make sure there is a much larger audience of potential investors anxiously awaiting those cancer results in Q4 if the share price reaction is going to be close to what we think it should be if the results are good.
jfm1330 wrote: It is clear right now that preclinical research is already undeway with other PDCs, and that they plan to further the preclinical work. You don't look to hire a preclinical project manager if this not your plan, and you don't hire a drug discovery scientist if your plan is not to make new PDCs out of TH19P01. Look at the new corporate presentation, they are all in on oncology. A switch like that is only possible if the top management is convinced to have something very meaningful in their hands. And we know they strogly believe in it, it is written in their last PR and Levesque said it in the last CC. They think they have a platform that has the potential to transform the way cancer is treated.
Funny to read some still complaining that they are not promotional enough after such an extraordinary statement. It is there in plain sight, they are not downplaying it, they are no longer conservative about expressing their expectations. Yes the statement is still conditinnal, but the clearly express what they think the potential is, and their actions, given their means, are in line with that statement. Again, they are all in on SORT1+, and they strongly believe it will succeed in a very meaningful way, othewise you don't say it has the potential to transform the way cancer is treated, not a specific cancer type, but cancer in general. At this stage, I don't know how they could express their view on oncology more strogly.
juniper88 wrote: Initially Th1902 was for TNBC and Th1904 for Ovarian cancer. But then they started doing more test and as you know Th1902 worked on other cancers too. And Th1902 actually worked better on Ovarian cancer than Th1904.
I believe that first Thera should concentrate on Th1902, there is a lot to be learned. And if the peptide works some serious research should be done to see what other substances could be used with the peptide. There are numerous substances that are effective against cancer stem cell in vitro, but cannot be used systemically because of toxicity.