RE:Corporate Presentation's absenceTop insiders at Thera are aware since a while of important informations that the market and shareholders are not aware of. That is obvious. The other thing that is obvious is that they want to update the market with a full set of verified and trustable data in oncology. We also know they are still looking to find a partner in NASH. So clearly the corporate presentation from last July was no longer fully valid and they decided to remove it. They don't want to mislead on one way or the other, since new developments could be positive or negative. At this point the more time goes by without an update, the more some are nervous, but the story we know has not changed. Nobody outside insiders and contractors under confidentiality agreements are aware of the new developments. We will have to wait until they decide they are ready for publication. That's the nature of in investing in biopharma.
SPCEO1 wrote: The removal of the very old corporate presentation (it had not been updated since July 19,2021) in December and the fact that another updated presentation has not replaced it tells us somethhing has changed. Because of whatever that change was, it was no longer appropriate to allow the old presentation to remain in place. But TH also was not yet ready to tell us about that change so no new corporate presentation has been put up. At least that is how I see it. I hope the lack of a new corporate presentation is simply because they have no one now to put a new one together.
So, assuming I am right, the most logical suspect for the change that required the old presentation to be removed while not yet divulging the reason for doing so is the cancer trial. Does anyone have any good theories for why some result seen in the cancer trial made the old presentation unusable? There could be both good reasons and bad reasons for this move. And it could also have nothing to do with cancer. Maybe there is soon to be news on NASH or some other front. But cancer is the most likely suspect as they may ahve seen something in the trial that required the old presentation to be removed but which they are not yet at liberty to discuss because the trial is not over yet.
Also, while we are all frustrated by the complete radio silence coming from TH for quite some time now, it may be they a re between a rock and a hard place. While the trial is open label, the lead investigator and her hospital may have requirements for companies involved in drug trials with them to hold information releases until the end of the trial. Does anyone know if this is true? It may explain why Paul said they would not have any more updates until MTD is reached. MD Andersen may have slapped his hand for talking about the trial previously and that led to his declaration that we would get no further updates until MTD was determined.