RE:RE:RE:RE:RE:RE:money questions
We are all in the same boat. (Including RDW I guess, since he is a large longholder and he follows this board).
On the inspiring side
- solid science to start with (go Dr. McFarland!)
- trials and data integrity supervised by Clinician investigators rather than company staff.
- phase 1b results 2 patients that were 1 and done
- that someone at TLT found a way to insert TLD-1433 into work at the NML. Takes some networking and good science to do that
- that TLT got free lab support from Li Ka Shin Institute. Few private Biotechs have that.
- that the current data beats Keytruda benchmark.
- that Rutherrin is coming (could argue that the patents on that are possibly worth more than the company at the moment).
- RDW and spouse buying large amounts of shares over the years and not selling
- reasonably efforts at patent securing around the globe.
On the less inspiring side
- patterns of staff exits (Sherazi, Vera, Trikola)
- mess up on the first 12 patients underdosed (maybe that was more to do with the science being so knew and hard to figure out rather than blaming TLT)
- decision to chase internet trolls with lawsuits
- lack of stock movement over such a long period of time
- lack of visible progress on IV Rutherrin for GBM and NSLC towards human trials
- the current cash runway.
Feel free to add to my two lists if you can think of more things.
I continue to hold for the science but not easy at times.
(RDW - please find a way to boost our confidence).