scarlet1967 wrote: Fostemsavir for the treatment of people with HIV-1 | DDDT
Fostemsavir for the treatment of people with HIV-1 | DDDT
“The mechanism of action of fostemsavir results in blocking gp120-mediated viral entry, which is similar to ibalizumab, which binds CD4 to interfere with CD4-gp120 interactions, and maraviroc, which binds CCR5 to interfere with CCR5-gp120 interactions.
The approval of fostemsavir and ibalizumab and the probable, future availability of islatravir and lenacapavir are poised to revolutionize the treatment of HTE-PLWH in the coming years.”
https://fintel.io/so/us/thtx/national-bank-of-canada-fi-
It’s great to hear the positive views from those who were present at the meeting, it would be even better if the company tried to improve the views of all the shareholders and the market. I am also hoping they are working hard to increase the sales and with the recent hirings it seems like that part of the business hasn’t been ignored.
Also the national bank of Canada seems to have initiated a position in the company as per their filing today.
SPCEO1 wrote: My strong impression is that, while TH has exhausted the patience of some very, very, very patient investors, that if we can be just a little more patient, we may well see that they do have the means to achieve their abitions. Obviously, a successful phase 1a cancer trial will change the dynamics in a significant way around TH and could lead to a number of things that could provide the means they need to move forward on both cancer and NASH. As for the legacy drugs, management seems to have found a way to generate about $70 million per year from those and that is not likely to change a whole lot. We know what we have there, and it is nice to have, but it is not moving the needle much.
palinc2000 wrote: THTX at this time does not have the means of its ambitions,,,,Revenue increase is ONE of the means UNDER the Control of management,,,So we will hold managemement accountable for what happens to a human body once a new peptide is injected inside the human body but not for executing in the operating side of the business,,,,,Whew!!
SPCEO1 wrote: They may ahve but they just did not brief me on it. But, seriously, current and near future sales and earnings from Egrifta and Trogarzo are unlikely to be big drivers for this stock unless they fall apart unexpectedly. So, I think theyspent their limited time with management wisely.
palinc2000 wrote: Not adressing the revenur line in the Income Statement means that they did not adress the bottom line and I guess anything in between ......AND yet they came out with a 9 plus Rating,,,,,I am flabbergasted!!!
SPCEO1 wrote: If they did, they did not report that to me. I think my friends view the sales of Trogarzo and Egrifta as pretty irrelevant to why they are currently holding the stock.
palinc2000 wrote: Did they talk at all about sales?
SPCEO1 wrote: The two large shareholders that met with the CEO, CFO and CMO today are seasoned investment industry veterans who are not easily impressed. I am happy to report they came away from today's meetings very encouraged by what they heard. On a scale of 1 to 10, they put the meeting at a 9+. They are very knowledgeable about TH and therefore, the conversation they had with management was very substantive. I am pretty sure that any of us here would have been pretty happy with the way they conducted the meeting and the questions and issues that arose.
There has been some concern that TH was about to reset expectations on the phase 1a trial. That is not what they did at all. Instead, they acknowledged the trial is running longer than initally expected but stated this is not the result of any big problem in the trial. They expressed that they were very happy with the 1a and left the impression that the results were not as far off as some here may have feared. Naturally, they said nothing about efficacy but were clearly upbeat and confident about how things were going in cancer. The phase 1a trial will be followed very quickly by the phase 1b so there will not apparently be a lot of time, if any, between the two phases of the trial.
On NASH, the impression was that the situation is not as dead in the water as it appears. I imagine we will believe it when we see it when it comes to NASH but they think they have a really good drug for NASH and are determined to run the phase III in a way that does not blow up shareholders while financing it. The impression was the alternate means of financing it are
not just a pipe dream.
There is a decent chance we have a new IR person at THTX soon as final interviews are happening soon.
TH apparently did participate in some way at the virtual JP Morgan conference in early January and had a lot of meetings with institutional investors. It sounded like they were getting closer with JP Morgan as well so perhaps any future offering might be done via JPM??? At the same time, they claim no new financing is contemplated at the moment, but basically all management teams say that.
They confirmed getting Dr. Rothenberg on board was a real coup. I really think this is one of the most important developments at TH recently and it was buried in the last quarter's press release and ignored by the market.
While the company went silent on us for a very long time and the new corporate presentation left the impression nothing much is going on at TH, my friends walked away from the meeting today believing a lot is going on and that it can't be too much longer before all that TH has been working on starts generating actual news.
They even talked about the climate change article and Paul indicated the newspaper has a reporter they want to have on the company's side, so they are willing to do such fluff pieces in order to build a relationship with them.