RE:RE:RE:RE:RE:RE:RE:You did it again Th... total destruction I dont think its lack of knowledge.... The SP does not need only institutional investors to rise.There are other Soleus in the universe .Moreover you can be sure that THTX has tried to get coverage by reputable brokers who have got their oncology experts involved and yet not a Single one has opted to initiate coverage even with a highly speculative rating....I have rarely seen such nonchalence ahead of a release of c'inical results in a cancer trial..
Christian and Paul and probably others have not been able yet to get analysts to make a move
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SPCEO1 wrote: I think it might be better stated that there is a lack of knowledge of the science. And there cannot be much knowledge yet because TH has not yet completed phase 1a. But that will be completed soon and, the three posters at the AACR conference starting today may get some attention started and I suspect the cancer conference at the end of June will be very helpful as well.
Savvy institutional investors cannot buy TH as it is too small from a market cap perspective and its price is too low. If those issues did not exist, I suspect there would be more such investors willing to take a bite. Soleus could take a bite because it is not a large firm itself so a big stake in TH could be meaningful for its results. I doubt there is anything bugging the scientists. There is simply nothing there yet to bug them. Once we have phase 1a results, then they will have something to be bugged about and we should have them soon. And there will almost certainly be something to be bugged about in whatever data is produced, but there should also be things to get excitedd about.
When TH used to tell me how excitedd they were about Sort1+ I would tell them not to bother talking to me about it until we had phase 1a results as it really was not all that relevant until then. So, things are about to get relevant. But the stock's low price, low market cap and below average messaging about its prospects are all things that will keep many institutional investors away from the stock unless the results are absolutely stunning (because then the stock price and market cap would rise significantly and TH would do a big share offering allowing those institutions to get into the stock easier).
palinc2000 wrote: I think the problem is the lack of confidence in the science...I dont know of any external oncology expert nor any KOL s who have made any positive comments on this PDC...Usually the anticipation ball starts rolling at the beginning of a clinical trial and picks up speed along the way and culminates or dissipates upon release of results....Soleus are investors not Kols ... Market participants are all greedy ,,,,but they are not biting ......at least not yet,,,,The risk reward is huge but potential savy investors(apart from Soleus) have not shown much confidence in the science .....
We have not heard what is bugging the scientists ,,,,.....This has nothing to do with the past ,,,,scientists dont look at the past
Markets dont get it right all the time.....Lets hope this time they are wrong
SPCEO1 wrote: I do think they actually care about it but I agree with the rest of what you said. To not be able to spin a positive story the market would eagerly embrace in the middle of perhaps the biggest bull market of all time and instead to fail at that even when blatantly criminal enterprises are succeeding at it leading to a horrendous offering while everyone else is selling stock at exorbitant prices - well, that takes a special talent to be that bad at spinning narratives. You and I probably could have raised a decent amount of money at a stupid price in early January 2021 by selling stock in our new toenail fungus remover company! It is hard to comprehend how they could take a good story in the best possible market conditions and end up with the ONO. Still, I do think they care about the share price, but for reasons I myself find hard to explain, cannot seem to find a way to do something sensible about it.
That being said, we are not too far now from the first indication of whether TH-1902 actully shows some effect in humans and is also safe. The latter seems like a foregone conclusion at 300 mg and below and I am also pretty confident on the former too. But we still need the actual facts and hopefully, those will overcome management's shortcomings on the narrative front and tell the story for investors without a lot of additional input needed from management.
realitycheck4u wrote: It's not just the down we are complaining about as much as the always true fact that it's not going to go UP nearly as much as it would if they knew how to spin a story. They don't. They are incapable of discussing the future and they also do not know how to explain why the present has been delayed or changed over and over. They literally are incapable of explains the facts properly or telling a story. And sadly it also seems they are like a honey badger. They just don't give a sh*t
ANALIAS00 wrote: "... Even management will not be able to keep the stock down." ... You want to bet ? LOL
SPCEO1 wrote: I think it is possible that TH could sell between $10 and $15 come Christmas since something very good in cancer seems highly likely to happen between now and then. This could be a third time the stock has a huge move like that, first with Egrifta's early favorable test results, second with Trogarzo and now with TH-1902. If the results are good, even management will not be able to keep the stock down.
Biobob wrote: I think it's possible th stock will be between 1.50$ and 2.00$ come winter if nothing good happens with Cancer. Until then we are on the way. You see dear Th management, that's what you get when you do stubornly do things your way. Another near death experience.