RE:RE:RE:Lower SP Holdings Maybe the fact that the trial was/is still going on absent any bad surprises is good enough for them to think the risks are somehow getting more mitigated.
To me the results for phase 1a isn't only about the therapeutic window, severity of the adverse effects, PK/PD data/sortililn expression data and potential early anti cancer data but all of it. If they get favourable results even without early efficacy that would be a good start for the trial. The point is they most likely by now are medicating the patients at levels twice or more Docetaxel alone so a good safety profile at those levels is quite significant in my opinion. Sutro's ADC showed efficacy but lacked safety and they got punished by the market
MDGL showed good safety profile for their NASH drug and they got rewarded by the market.
palinc2000 wrote:
I had at the most a neutral reaction at Soleus initial investment in THTX via the OO...Funds do take risks and getting in early in the game is very risky but these funds are high risk tolerant and they win some and lose some.....
However the fact that they have been accumulating wuite a lot according to the latest 14 G Filing is worthy of mention.......What are they relying on? Just on PR s issued by the Company?
or on something else?
scarlet1967 wrote:
It looks like Soleus is accumulating quite a bit.
https://fintel.io/so/us/thtx/soleus-capital-master-fund-l-p
SPCEO1 wrote: We just filed our ownership position with the SEC. Our holdings have dropped considerably from last year but I never placed any sell orders in TH. We had a client who had a 7 figure amount of shares in his account die a couple of years ago and when his estate settled last year, most of his heirs took the assets to their own money managers. They may still own the stock but Stewardship Partners no longer manages those assets so it is not in our totals any longer. We also lost some other accounts over the last year which accounts for the rest of the decline in our ownership.
We still own just under 4 million shares and are hoping this investment will finally start paying off for our clients (or paying off again might be a better way to put it).
Other money manager should be reporting their holdings soon so it will be interesting to see what shows up. AIGH reduced their holdings slightly in the fourth quarter but most other hodlers have yet to report.