Wino115 wrote: Just need one positive step at a time, with each amplifying the next. If they can do that --we can get there.
Step 1: Get that solid 300mg dosage for Phase 1b into 2 finalized.
Step 2: Get solid safety data, which could attract a bit of attention.
Step 3: Get some conclusions out of the PK/PD data, even if just affirming what you thought.
Step 4: If you have anything beyond the above, share it, even if anecdote --we get it, n=1 and all that
Step 5: Roll right into 1b
Step 6: Tell the market about site openings globally, enrollment ramp up
Step 7: Tell market about any conclusions around Sort1 expression and observations
Step 8: Tell market about the next versions with SN38 and siRNA
Step 9: Tell market about JV for oncology in China
Step 10: Raise $50mil via ATM or, $150mil all in with larger banking syndicate.
Step 11: Commit $40mil to NASH 2b/3, re-energize it with (hopefully) Madrigal getting approval.
Step 12: Constant update on oncology developments --RECIST data.
If they can take those 12 steps, we'll be happy with the market cap, even with a deal.
SPCEO1 wrote: It would great if you were wrong about TH likely going unnoticed at AACR, at least by investors, but you are almost certainly correct. I doubt any of the analysts who cover TH are even paying much attention as they really only write something on the stock following the quarterly results. Even then, they are often not super timely about it nor do their reports indicate they put much effort into it. Perhaps TH might catch the attention of another buyside firm like Soleus but there are not many small enough to make it even worth their time to look into TH given its low price and low market cap. They could not buy it if they wantedd to and if they really thought they saw something important, they would do just what Soleus did and say they would buy it if they good get a decent sized placement in the next stock offering. So, that is not going to help the stock either.
It is hard for me to see what is going to trigger people to look at the stock at this point other than spectacular phase 1a results, which seem unlikely, or pretty good results, which seems more likely and a share offering backed by Cantor and/or other US brokers.
This is the corner TH has managed ton paint themselves into with their stock,again.
qwerty22 wrote: This is the nature of early data. You are making broad stroke assessments and things quickly shift with each new piece of the puzzle. That's how it goes until you have enough data to get a true picture of where it will all land. I'm with you, their data looks ok. Maybe the stock will end up about where it was prior to the recent volitility, all seems like an over-reaction.
It will be interesting to see who are the winners and losers from AACR. My guess is THTX will be largely unnoticed.
Wino115 wrote: So rises on it's COVID therapy last week, falls on overly optimistic projections on it's Nectin-3 oncology. Nervous market and indecisive investors. I don't follow it that closely so don't know what the AACR expectations were, but the overall results seemed ok -- ORR around 50% and a mixture of responses. Safety actually looked ok. Guess the market just wanted more from it. I suppose a reason to always keep expectations on the low side!