RE:RE:RE:RE:Cantor ConferenceGiven they've got Tres Amigos down in NY for this, I'm sure they're visiting some of the NY area shareholders like Soleus too. In the past, they could fill up a day with NY investor meetings for roadshows. I'm sure it's a bit smaller now, but if Cantor can provide a positive pitch on why to meet, obviously not saying anything not already publicly known, they may be able to fill up the dance card.
Investing is a game of trying to understand some facts and, in this case, some science facts. If you're invested in THTX today, you can only stay if you believe the ongoing trial will provide stronger evidence that a few of those 20 or so key facts around POC I listed can be de-risked. Each trial step needs to de-risk a few more. We know that in the non-human tests, it did. We have hints some of the parts are working, but no where near enough to de-risk significant parts of the drug yet. In biotech and tech investments in general, it can get very dark before the actual facts come out. They can't tell us anything until the science is done, so we speculate and get depressed when the uneducated share price moves down. You can also ignore it and just wait for the science. One thing we do know is that we have yet to see anything move to the red side of the POC ledger. So far, nothing has been disproven or failed. It could still happen, but we have not seen, heard or sniffed out something like that yet. That's a positive factor on this path or darkest before the dawn.
SPCEO1 wrote: Yes, but I can't imagine many will make much time for TH given most would not be able to buy the stock even if they wanted to. There will likely be many more viable options for those analysts to visit with. But you can always hope there is another Soleus like investor in attendance.
qwerty22 wrote: So when they say they are available for 1 on 1 will that include some of these cancer analysts?
SPCEO1 wrote: Some points worth making about this conference. First, the conference will have a lot of cancer specialist portfolio managers at it. It is important for TH to get in front of just this group of analysts and have them become familiar with the stock since that will make it easier for them to buy when and if TH announces good efficacy results. Second, these analysts will actually show up and listen to this panel whereas they likely would not have showed up to a THTX only presentation at a different point in the conference. So, this is pretty ideal from THTX 's perspective. Third, why present at a cancer conference like this if you are soon going to fall flat on your face with TH-1902? TH already has a significant amount of 12 week data so it tells me they are happy with what they are seeing. Fourth, Cantor doesn't put TH on this panel unless they thought theree was a good chance that data was intriguing and that TH would be raising money using Cantor sometime soon. Remember, Cantor is who they set their ATM faciliity up with. Also, it might mean the long awaited Cantor research report might be in progress.
palinc2000 wrote: Too late for the couple in the midst of a divorce! !!!
Paul should have hired a marriage counsellor to delay the sale of the couples THTX holding
Paul cant do anything right! Lol