RE:RE:RE:RE:My dream is On "what's all the rage". I thought Paul mentioning siRNA maybe fitted into this. RNA is certainly hot topic (think Covid vaccines). Seems to me two possibilities either Paul is just trying to sex up the platform by talking about siRNA, it's just hypothetical. Or they are looking at some model system in the R&D labs to see if they can actually deliver siRNA and silence some important cancer protein. You could even speculate that some of the incoming enquires have asked about the versatility of the tech in this area. I think it would be exciting if they came up with some initial evidence they could deliver siRNA, maybe a poster in the coming year. He could just be teasing with possibilities it's just odd he mentioned RNA a few times, I don't think they've talked about that possibility before.
Good old fashioned chemo is more than adequate, just look at the ADC revenues, but some added sexiness would be fine too.
Wino115 wrote: Completely agree, but as SPCEO often points out, the Wall St model is now based around deal compensation potential as opposed to commision generation via research. But who knows? Maybe an astute analyst will pick it up.
What I've found from trolling around on a lot of websites and reading some reports and industry views is that, like PL keeps saying, sortilin and it's function is a very new target and they are the first focusing on it. The Univ Gothemberg folks are #2 and they're trying a different angle, using a CATA (?) chemo to try to reduce the amount of sortilin, thus cancer stem cell propagation. So one issue is that both the PDC arena and the sortilin-as-cancer-target area are both really new so no analysts are really focused at all. They love CAR-T, immunotherapy, ADCs, TIGIT and various stem cell approaches. That's all the rage with analyst coverage. We'll get there, but it will take the science and data to perk up their attention. By then, hopefully we've made 2-3x and they will bring it the next 2-3x!
palinc2000 wrote: A credible cancer analyst could write without much hesitation that the upside potential is very high with a very limited downside risk if any......The only pre requisite before initiating coverage would be some belief in the chance of positive outcome based on the science,....
palinc2000 wrote: with a Speculative buy rating
palinc2000 wrote: That an oncology analyst intiates coverage on THTX soon before Phase 1 results