RE:RE:RE:RE:RE:RE:On the positive sideSounds like he kind of stumbled on his words and tried to say, recruitment is going well and we expect to be able to complete the trial by the original target date.
palinc2000 wrote: I interpret Christian 's comment this morning as confirming this is in accordance with the (original) target
Christian Marsolais
Absolutely. Then the recruitment is going well for the study and we're on target to complete the recruitment of the study by the end of the first quarter of next year and the recruitment is going well
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quote=qwerty22]
"fully recruit within the original timeline"
What is that? Nothing in the investor deck. I remember some comment on Q1/23 for complete enrolment. I don't remember the exact wording. Is there something definitive that represents the "original timeline"?
palinc2000 wrote:
Maybe just maybe you should stop reading tea leaves in every thing the Company does or wtites or says... Of course they think they have the key otherwhse why would they spend time and money on a Phase 1 trial?
The way to interpret the KEY comment is as follows
We think we have the key and we hope that the data ftom the ongoing and future clinical trial(s) will confirm that thought.....
Instead of that you elected to imagine that they were seeing positive results and so on..
You keep repeating the same imaginary expectations over and over
Hoping is ok but expecting imaginary outcomes based on giving different meanings to words or statements is a recipe for deception.
There were very little negative in today s report ...
The sales are showing good growth after decades of stagnation
, Phase 1 B trial is ongoing
Recruitment appears to be slow but Marsolais still expects to fully recruit within the original timeline
China partnering discussions still ongoing
Renewed interest in Nash and still talking to partners
The negatives are few -F8 only FIrst Quarter 2024
Of course those like you expecting great news on Th 1902 are disappointed ....
On my side I turned from neutral to slghtly positive on Th1902 a few months ago but very realistic about the possible outcome .
SPCEO1 wrote: I am not really a moody person but I will admit to being disappointed today. TH has long had a credibility problem, not so much because they consistently and intentionally do things wrong but because they are really poor at managing expectations. For example, why speak at the Cantor conference and talk about having the key to cancer cells, then post that comment online in several places so it is not missed and do so at a point in the phase 1b where TH should have data accumulating to make such a claim thus investors think you are actively hinting at good news, and then say nothing about keys to the cancer cell or almost anything else new about cancer in the call today? Why build investor expectations just to dash them on the rocks shortly afterward? And especially why do that when you have historically done similar things and are looking to change your reputation for doing so?
Bucknelly21 wrote: Hes not in a bad mood. As its legitimately concerning how the call was today. No one gives a rip about trogarzo, and every cancer question was evaded. Days after you thought you had the key. How can you have the key when you have barely reached 50% enrollment. Im sure this one isnt on paul either...hes a good talker but his honesty imo is in question
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