RE:Catalysts I don't like the word catalyst with thera, every catalyst we have had has been a non event
SPCEO1 wrote: We have a couple of new potential positive catalysts for TH. Here is my current list:
1.) Conclusion of the phase 1a cancer trial and determination of the MTD
2.) Good phase 1a cancer efficacy data
3.) NASH partnership possibility or otherfavorable corporate action relate to NASH
4.) China cancer partneship (favorable if terms are good and technology is protected)
5.) Acquisition of early stage assets (not likely to be much of a positive catalyst but builds the pipeline)
6.) New favorable analyst coverage from Cantor or other US cancer analysts
7.) A sensible share offering post good cancer news from the phase 1a that helps put TH on the map for institutional investors in the cancer space
Potential negative catalysts include:
1.) Low priced share offering to fund NASH trial if no partner can be found
2.) No efficacy found in phase 1a cancer trial
3.) NASH program postponed further (could be a positive if it takes the low priced offering off the table)
4.) Weak legacy drug sales
5.) Generic Egrifta threat (seems unlikely, but it is possible as F4 version has not patent protection)
Any other suggestions?