RE:RE:RE:RE:RE:RE:RE:Message for Thtx The one thing you list, site updates, they did tell us that. They told us a few other things, the best in my book was Christian telling us twice that each dose increase took 4 weeks. I think those occasional updates when they are having some type of event are normal and fine. Anything more than that doesn't make sense. It seems to me we are getting what you want and it's not particularly impactful, which is what I'd expect. So I'm confused. You list one thing, they are giving us more than one thing, and you want more. It doesn't make a whole lot of sense.
"As per there is a norm how and when they or others could communicate with the market I don't believe there is one as I have seen companies big or small keep their investors informed some have monthly business updates."
You talking biotech here? Because I just don't believe a biotech with the number of active assets that thtx has can support a meaningful monthly update. By month 3 they'll be telling us what they had for lunch. Point me to a biotech with monthly updates, I'd really like to see that. (Please not cydy)
scarlet1967 wrote: The power of "fluff" unfortunately is working having said that updates re the trial's progress for instance new sites starting dosing isn't harmful at all, investors need to be kept informed and excited as I would be reacting to such a news so I know the trial is still ongoing and been progressing to a new site. As per there is a norm how and when they or others could communicate with the market I don't believe there is one as I have seen companies big or small keep their investors informed some have monthly business updates. The point is the net effect of their way of marketing themselves is very few investors paying attention. I want them to engage with the market frequently to build some sort of awareness re their programs and their progresses. I just don't understand what is the harm of doing it but I can see the advantages.
qwerty22 wrote: You need to define successful. If successful is just maintaining a higher market cap then we part ways.
Everything they are doing around messaging the cancer program looks exactly how I would expect it to look given what other serious biotech do. That's the problem I have with you and Bucks. I don't know exactly what you want. You want them to put out a PR tomorrow saying we enrolled X patients in Aug? Nobody does that. Nobody serious gives any sort of ongoing updates to trials filled with fluff for retail consumption. The interim data readout is defined as that point when they have something meaningful to say. Anything before that is by definition fluff. You have a lot of belief in the power of fluff.
scarlet1967 wrote: Once you have learned everything you can from
the successful companies in the space then you use your creative mind exploring new strategies to make the business more lucrative so it is a learning never ending process/progress.
Sticking to failing strategies/old fashioned approaches aren't the road to success.