SPCEO1 wrote: I imagine the quiet might be broken by a press release on the info they will be presenting at the cancer conference in Europe.
Also, I have to believe Truist will be out with a research report at some point soon given they were taking TH to see some of their clients. Since they helped TH with the debt deal with Marathon and made a nice fee for that, itmakes sense they would pick up coverage and with a positive bias. With the stock where it is at currently, it would be hard not to have a positive bias given it is cheap based only on its legacy drug business and investors are getting the gargantuan upside potential in cancer and maybe even NASH for free.
I can't be sure but I suspect the source of some of the selling recently was a divorce situation that I am aware of. Yesterday afternoon's selling may have been the related to the end of that selling.
My inerpretation of what the company said about partnerships is it is in all of our best interests to wait to do anythign like that. If that is correct, than it means TH is hopeful that good phase 1b results will bring about better partnership deals.
With Dawn giving a vote of confidence yesterday with her options exercise, that is another sign things may be looking up in cancer. Also, I doubt any executive is on the chopping block right now if Dawn is exercising her options.
Expanding the number of testing sites may be an indication they will need more patients for protocol extensions to the phase 1b.
We are in a bear market so, the stock may hit air pockets from time to time whenever a shareholder gets themselves in a place where they have to sell in a hurry which mayhave happened yesterday afternoon. But the underlying business is doing well, IV Push might help Trogarzo sales a bit and some news on cancer is inevitable. With the stock lying on its back despite all of these things, I wish someone had just pointed it out to me so I could be taking advantage of what appears to be an outstanding bargain with the potential for massive upside and little downside risk. But, like most here, we already own it and have endured a lot. Hang on a bit longer as a very significant turn in the company's fortunes could be close at hand.
Lee430 wrote: Oh well, so much for hanging out in my happy spot ;-(
SABBOBCAT wrote: Or perhaps not... that would constitute material information, no?
Lee430 wrote: Maybe we are on the cusp of 2 responders for a go signal with Break Through Therapy designation!
Joemare wrote: Can't put my fingers on it.
Last couple of weeks of trading, yesterday was also bizarre. Again, the conference call......
What do they have to 'hide'?
a) Good results are due any moment?
b) Deal of some sort?
c) Clinical trial delays
d) Protocol amendment to fast-track patient accrual?
e) Departure of an executive?
What is it that they can't get ahead of the game?