RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Many new job postings I don't see that as a real risk. The beauty of oncolgy for a drug like TH1902 is that the cost of development is low if it proves to be efficacious enough to generate partial responses and maybe a few complete responses in very favorable cases. With such an efficacious drug, as we hope it will prove to be, only a good phase II or I/II study with 100-150 patients is enough to get accelerated approval, and the lenght of the trial is not very long. So there would be no reason to sell the company, unless they would get a really spectacular offer.
SPCEO1 wrote: As mentioned in an earlier post, one of the other risks we investors have is that the board decides to sell too early. So, if indeed the response to good or spectacular results is muted by either the market's movements or the lack of attention the sell-side is paying to the stock, then the board/management might be more inclined to sell TH to another larger pharma. Paul probably does not like having to speak with investors anyway. So, we shareholders might find ourselves in the same spot IMMU shareholders found themselves in when a deal was struck to sell IMMU to SeaGen way too early. Fortunately for them, IMMU shareholders were able to put a stop to that and IMMU ended up being sold for much, much more to GILD not that much longer after that. Hopefully, we do not have to go through the same thing.
jfm1330 wrote: The cancer world is relatively small, either on the scientific side or on the business side. Mild results will go under the radar of most, but not really good results or spectacular results. Also, the management cannot be blamed for any bad timing between general market conditions and the end of the trial and publication of the results. If there is a market meltdown just before publication, it will not be because of the management. It will only be bad luck. Also, why talking about possible market meltdown now, and not 10 months ago when they did the last financing? Nobody has a crystal ball for such things. The step between preclinical results on mice grafted with commercial cancer cells and results on real human patients with real advanced heterogenous tumors is a huge one. Those involved in cancer research or investment know that very well. Again, proof of concept is the key element. This is not only about TH1902, it is about TH19P01 and all the other cytotoxic agent that it could carry into cancer cells.