RE:RE:RE:Friday or 4pm NR is betterObviously that slide is not factual, the time line for 1a is still 28 weeks, as per the trial's description each cycle takes 21 days but again they said it will take extra 3 weeks or so to gather/analyze data before moving to the next cycle. Problem with this whole thing is if anyone look at the slide the perception will be delays but the fact is there isn't any. They need to add that information to their presentation so folks don't get confused or make incorrect assumption followed by disappointment. Again I don't get how something so easy to fix has been neglected leaving investors scratching their heads.
qwerty22 wrote: This note on p20 of the presentation is telling, it got added one or two iterations ago.
"1 cycle = 3 weeks
A full cycle at a dose must be completed prior to escalate to the next dose level."
What constitutes a "full cycle" is unclear, that whole sentence is a bit cryptic to me, but it seems to me it isn't 3 weeks. If we go on the rate they enrolled upto the 420mg dose then it looks more like a month and a half to move up doses. Maybe there is an extended phase after the patient comes into the clinic for their 3 week assessment to get blood done etc. If you combine this with the anecdotal reports we got here that there is no shortage of patients at the clinical sites then you have to come to the conclusion that this is actually all written into the protocol and things are running to schedule. Really all we have is the usual bs from biotech management of trying to be super optimistic about timelines for what was always going to be a long wait.
If the big investors had the same expectations as this board on the timelines maybe the hope of management from these meetings is just to do some resetting of expectations. Expecting new revelations might be way off the mark. It feels like 1a dragging well into 2022. An FDA interaction to follow putting the start of 1b into the second half of 2022 and 1b running well into 2023.
SPCEO1 wrote: The first meeting is a breakfast on Monday. So, if TH wants to talk about somethnig other than is in the presentation, they would need to do a press release today or Monday morning before the open. I would be shocked if either happened, so for the moment at least, what is in the presentation is all that we are going to get from the company after a long period of silence. The people meeting with the executive team (CMO, CFO and CEO will be in attendance) will be able to read body language, ,attitudes, etc. and come away with a perception of where things are at but they will not have any hard facts to chew on. The main reason for that is the phase 1a trial is not completed and, for reasons that have yet to be explained, TH has chosen to not share trial info until the MTD is found.
Since I do not think the CMO, CFO and CMO have been on vacation the last few months, we can be sure a lot has happened behind the scenes. The average TH investor, an incredibly patient person, is more than ready to hear what is really going on and it seems like we will have to wait even longer to get the info that is needed to accurately determine the propsects for this investment. The weight of evidence we have at the moment suggests something good is the most likely outcome but we don't know how good and we don't have a firm grasp of the odds of some degree of success. Hopefully, it will not take too much longer for TH to de-risk this situation.
realitycheck4u wrote: As I had stated before. If some news is coming out then it shoulod be released at 4pm as this gives time for news to circulate in advance of a call for the next morning. It ensures good news is digested.