RE:RE:RE:RE:RE:RE:You did it again Th... total destructionI think there's some validity to your observation. Both PDCs and sort1 as a target are novel. In the case of sort1, it's unknown outside of a dozen or so medical research institutions. Which is why if I were running IR for THTX, I would have an entire section in oncology with all the relevant articles summarized (there's a few on TNBC, one on pancreatic tumors, one ovarian, etc...) that highlight the value of sort1 and place it into context on other targets.
For instance, I believe it is the only (or at least one of the few) that has that strong positive relationahip between tumor advancement and expression. Also, around metastices. There may be others, but that's a highly valuable feature they are playing off. Show that correlation with the various tumors you've tested in vivo. One of the TNBC articles is based on something like 350 actual varied human tumor biopsy samples. It's real! So put up an entire section to educate investors or inquiring minds about sort1 expression, it's scavenging function that internalizes and concentrates, that while expressed elsewhere, it's generally low (only 1/10th goes to the surface in normal cells). Then have a whole other section around how you currently see it developing --why you are moving to SN38 and siRNA, what you hope to do with TKIs and immunooncology drugs, why a combo with TH1902 and an immunooncology could be powerful, etc... There is literally none of that up there and it's criminal why they don't use the website to create a positive level of interest around the concept of sort1 as a highly valuable target, based on numerous independent studies.
Then have another section around the VM and anti-metastatic science you are seeing, along with the new stem-cell issue. It's not enough to just publish the papers and put tiny citations at the bottom of your presentation. Get it up there and create the entire investor-friendly environment around your concept and what you hope to achieve with it --what makes it innovative, unique, how it stacks up with other known approaches, etc... It's really not that hard but there is nothing in their presentation, speeches, etc.. that pulls all the bits and pieces together coherantly. They just publish a paragraph update every so often, update the timeline, update the 1b. Give highly factual and meaty explanations that lay out rationale based on science, the companies own suppositions they look to test, etc... It is perfectly normal to be forward looking and not just navel-gazing on your pipeline path. Everyone knows it will have an element of aspiration in it that you properly highlight it what your science will inform you about and you will modify the future based around. There's just so much low-hanging fruit they can do to bolster up the whole program and excite the market around.
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.