RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Additional thoughts on the ATMWe need to know their plans for the funds , is it to fund NASH alone or to strike better deal with a partner, is it to strengthen their balance sheet due to upcoming converts, is it for future oncology programs or other projects... this is a good amount of money and sizeable dilution which needs to be justified one way or the other. They shouldn't dilute us without a clarification. This is a public company not privately owned company right?
jfm1330 wrote: Finally, somebody comes with a good hypothesis. Good results in oncology, advanced partnership negociations on NASH, stock price goes up, They are able to get their 50 M$ and finance their part of the phase III. Also, good results in oncology could means FDA allowing for a really fast track to approval, but it will cost more than expected to do that due to doing a larger sized trial sooner than expected. Add to that all the perepherical stuff related to oncology, preclinical work on new PDCs, diagnostic tool, maybe they would wake up to imaging and the radioisotopes possibility.
jeffm34 wrote: If TH does find a partner for NASH they will still likely have to fund a portion of the phase 3 trial with the partner funding some as well. I'm guessing $50M would be sufficient to fund TH's portion of development.