RE:RE:RE:The REAL reason THTX stock price is declining. It's the issue I mentioned to IR about how the inability to engage a larger subset of investors in a convincing thesis, or to explain why their science is worthy of attention even if the news flow is slow, has created a one-way market situation. The problem becomes a nightmare for shareholders if only a few investors bail and send it down, whether an advisor change or boredom. It's an effort, but you have to do it if public, to proactively create a case with factual backup and not just saying "we feel positive" or "everything looks great". Explain the whys behind that with more detail if you do feel that way.
I recall them saying it would soon change and there would be a slew of information released rather frequently as spring went in to summer and fall. So far, that hasn't been the case. They still have summer and fall, so hopefully that changes. Market needs some serious demand amplifiers and science data. The discourse has not seemed to really change much over the last year. Maybe they need another LSA KOL type event around Sort1 and POC if they get there.
Bucknelly21 wrote: Agree with all of this, not to mention they keep everyone in the dark almost religiously. They clearly don't understand how to engage and create an investment thesis and never have, which is why the people that have owned thera so long constantly re-afirm this. Only a homerun in oncology will be able to make a difference at this point