RE:RE:Another point of intetest Now I understand! In the previous post you wrote that POC had been reached.
Do you really mean that they have reached an anecdotal POC?
You also previously said that the SP would explode upon reaching POC
Did you mean implode?
I am confused!
jfm1330 wrote: Thinking about your meeting with management and the fact that they come up with the IMMU comparison. I think what they try to do is pretty clear. They want the big shareholders to understand what the real potential is and have them as protection against any hostile takeover attempt. As I said, they walk a fine line right now. As I wrote the day of the news, as far as I know, TH1902 is the first PDC showing it can deliver a free chemotherapeutic drug selectively inside cells expressing a specific receptor the PDC is targeting. That's a huge milestone, but at this point, scientifically, it would be considered anecdotal. The next time, if they can come out with responses on 10 patients, they will be able to make such claims knowing the company is protected by its big shareholders against any attempt to steal the value. Right now, we see only the tip of the iceberg, and in a way it's a good thing. I want the whole iceberg!!!
SPCEO1 wrote:
Management indicated the phase 1a data press release was orchestrated by Dr. Rothenberg. He seems to advocate for a conservative approach, which effectively buried the lede in that PR (that the drug worked did not show up in the headline but was the third bullet points). With the stock where it is, I think maybe it makes sense to balance the various needs and get more aggressive with the messaging. The best news should be in the headline.