RE:RE:RE:Lowering expectations on efficacy???There was defintely some new info in that presentation, so I would not describe it as a non-event from the information content perspective. And if one of our medical team could expound on the potential significance of the immunology comments, it would be much appreciated.
But I agree it is a non-event in terms of the stock price. The problem is that it is only us who are listening at this point and to move the stock, you need new investors. That will come via really impressive cancer data, some sort of sensible monetization of their NASH program and/or gaining analyst sponsorship from new analysts picking up coverage of the stock. Since Cantor put a jumior analyst on the call, I suspect that means Cantor is not going to run with the TH story just yet.
It is worth remembering that Canotor was rumored to be the US broker that TH had wanted to use for the ONO and that it fell through on some sort of technicality. Cantor already, therefore, likely has a research report basically written on TH and can update as needed pretty quickly.
Bucknelly21 wrote: Another non event, we have heard the same pitch for like 8 months