RE:RE:Drug Discovery ExpertPhase 1a data that inspires hope that TH-1902 and/or some new version of a PDC developed by TH can be a cancer game-changer will go a long way toward helping change the narrative. Unfirtunately, TH itself never seems to be able to consistently put together a narrative that is appealing to investors and thus the lack of interest even though we may be days or weeks away from whoat could be very important news not only for us shareholders but also for many people suffering with certain types of cancer. Hopefully, the new IR officer they eventually hire will be able to break the old mode of thinking at TH which has led the stock to so drammatically underperform its peers for so very long. In my view, TH is now a much better investment opportunity now than it was when we had high hopes for Trogarzo sales (due to pretty intriguing prospects in two huge drug markets - cancer and NASH). But depsite the massive bull market, the company has failed pretty badly in creating an attractive narrative for investors around those opportunities. It has cost us a lot and the entrenched way of thinking about this at TH needs to be tossed out the window.
But we need good phase 1a data to get a new, more favorable narrative started. Without that, a new narrative is not going to have much of a chance in the short term.
Wino115 wrote: It is likely a fairly small community for experienced people like this. I see he worked for the other Belivieu company, AngioChem, that is looking for drugs to work in the brain. Probably known to the UQAM lab guys that came with the Katana acquisition. Looks great on paper!
A real shame the share actually broke that 3 handle it tried for years to get over. This lack of interest, seen through the pathetic volume, has once again reset the price. I'm not that worried and feel we may see an equivalent reaction on the other side since this is clearly year end house cleaning for investors who lost interest and became bored with THTX. The narrative needs to change in the new year.
scarlet1967 wrote: This new recruit this month seems to be related to their oncology program, I think it encouraging despite the depressed valuation for whatever reason (tax loss selling, lack of exposure, little marketing efforts…)to see the company is adding to their scientific team for their oncology program some 9 months after it went into trial phase.
“ Highly experienced Drug Discovery expert with a demonstrated history of working in industry and academia for more than 20 years and a remarkable track record of delivering 10 drug candidates into preclinical and clinical development across various disease areas. Strong professional skills in Medicinal Chemistry for small molecules, biologics (ADCs) and analytical chemistry such as modern applications on liquid chromatography mass spectrometry (LC - MS), matrix-assisted laser desorption/ionization (MALDI) and nuclear magnetic resonance (NMR) technologies.
Skills: Drug Discovery, Medicinal Chemistry, Synthesis (small molecules and ADCs), liquid chromatography mass spectrometry (LC MS), MALDI and nuclear magnetic resonance (NMR) technologies, anti-viral (HIV, HCV and Corona virus).”
Sanjoy Kumar Das, Ph.D. | LinkedIn