qwerty22 - (11/18/2022 12:05:44 PM)
RE:Should NASH be revived
We are back to reading tea leaves again here. All she's really done is state the reality "NASH is on pause" and then repeat the line the company is promoting "they need a partner with the cash and resourses". She's going further than others in assigning future revenue but I'm sure there are plenty of caveats to that in the 54page report. It does look like she's going out on a limb though with NASH.
If her role here is to secure a part in the financing she needs to have something to sell. Maybe she sees a clearer route to a pivotal trial in NASH if they can get the money. That would be true but it's a big "if". Valuing cancer can wait for developments.
I don't think we should assume there's 'extra info' supporting her position.
Joemare wrote:Through a partnerhsip or go at-it alone strategy, the valuation of THERF would exceed 1B$ market cap in no time.
Cantor -I thought I read here that Cantor had info to write a piece for quite some time. Was her info updated recently? Was she sitting on old dicussion notes? And then, why would you say 'partnership' is the road to 300M$.....a little uneasy with this info. Not sure uneasy for a huge postive run for THERF or uneasy that she sat on old info and it's wishful thinking on her end.