RE:RE:RE:RE:Another hypotheticalJFM is just trying to cover past posts in which he was dangling a carrot by alluding to possible great results in Phase 1 a ......His posts have covered the whole spectrum of possible results and he will be able to repost by stating his standard opening line.....AS I said many times before!.........
qwerty22 wrote: 1a is just not meant to be optimized for efficacy. Endlessly complaining about that fact is like complaining that the sun comes up in every morning.
jfm1330 wrote: Personally, I will look at what their results will mean for phase Ib. If the results are convincing enough in the sense of a clear proof of concept, with correlation between sortilin overexpression and efficacy, then it will be a no brainer to stay invested because phase Ib with patients selected for sortilin overexpression should amplify the efficacy overall. That being said, on a small sample of all comers, some with sub optimal dose and/or, not many cycles of treatment, results may be hard to interpret clearly. Again, the more I think about it, phase Ia should have been a two arms trial based on sortilin expression. This all comers thing may muddy the waters on such a small number of patients, unless they made some adjustments regarding patient selection after agreement with the FDA. Because all comers is a theoretical thing. As we saw with juniper88's wife, not everybody that want to come in the trial. So there is some selection that is made even though they call it all comers. It's not like give your names we will put them in a hat and do a draw. So this all comers element is not clear, but I guess they agreed with the FDA to have something that will make sense from a scientific point of view.
SPCEO1 wrote: Stocks always trade lower after a big jump higher. Now, depending on the news, it may or may not see a lot of profit-taking. In the end, if the news is really good, annnd, annnd, annnd, etc., then we should see some major players looking to build on the positions they initially started in any share offering and the profit taking might not last all that long or drive the stock much lower. It all depends on how significant the news turns out to be and how well that news is comunciated to investors. I think we have a number of good hints telling us the news will be pretty meaingful, but there is little evidence the company knows how to communicate a good story effectively and there is very solid evidence that TH has no worthwhile research coverage at the moment. We who follow it very closely may find ourselves knowing what TH reports is very significant but then be frustratedd because it never gets the initial 55% jump in the share price you referred to because few people actually were anticipating the news and few ever even heard it.
I am hoping there has been a lot of work behind the scenes to fix those issues but thre is little to no evidence that is the case.
SS1316 wrote: TH seems to always sell off on any positive SP movement, seems as though investors are looking to cash in on their patients even if they're just scalping.
'Hypothetical scenario' if the positive news that we are all imagining for the 1a trial comes through to break TH's deafening scilence annnd the market somehow notices it annnd has a positive response, let's just say a 55% gain over a couple trading days, how quick does it sell off?
Only a hypothetical question, I'm defiantly not over leveraged here.