RE:RE:RE:Jones Report is very good I know that the market likes exemplars to guide it so I get the distinction here between PDC and ADC matters at this level but that's about as far as it goes. Th1902 will eventually be judged on it's own merits not on it belonging to an particular group of molecules. While they say ADCs are more advanced, and that is true, there's probably an unknowable number of failed ADCs that either didn't make it out of preclinical of failed in trials. These molecules fail or succeed on their own individual characteristics. I expect once we start getting data on this drug then that will matter orders of magnitude more than these hypothetical differences, it's just that we have very little at this point in time from the clinic to judge this molecule. But the market likes to be guided by what came before so that matters (for now).
There are plenty of other more important things to be concerned about, an obvious one is Sortilin as a cancer target. The pool of knowledge on that is still very shallow and everything THTX can add to that is hugely valuable. The basic PDC concept is a sound one I would say it's more for historical reasons that antibodies have a deeper knowledge base and are more likely to be reached for.
SPCEO1 wrote: Here is a snippet from the report I thought you might like seeing JFM:
"With this said, the PDC field has advanced more slowly than the ADC field. PDCs bearing
radioactive payloads have seen the most success and include Novartis’ beta-emitting
therapeutic Lutathera and imaging agents In-111-DTPA-octreotide and Ga-68-DOTATATE. The
only other FDA approved PDC, Oncopeptides AB’s Pepaxto was withdrawn from the U.S. market
in October 2021 after less than a year following a poor overall survival rate reported in its Phase
III trial in multiple myeloma."
jfm1330 wrote: I think that the only way they were able to get two analysts to write reports on Thera is because they were able to convinced them that really good news were coming up relatively quickly, which they were not in position to do previously.
Also, if Thera was willing to convince these analysts, it's because they think they will be able to deliver these good news. At least, that's the way I see it because those reports will be pointless if good news are not following them. So why would the management push to convince these analysts if they have nothing really positive to announce in the next two or three months?
If their plan is logic, get analysts in first, then really good news, then financing and possible partnerships. Again, a strong proof of concept would push the stock up a lot, because it would allow Levesque to be very promotional about the potential of the company. It would no longer be only TH1902. It would be SORT1+ platform with many possibilities to develop new PDCs.
SPCEO1 wrote: I had a chance to look at it more closely and it is the best report ever done on TH in my opinion. Very strong info and analysis on the cancer side of the equation which is all important. Great, very comprehensive work on the financial statement projections out to 2030 and good valuation analysis. Who would have thought the retail broker would put out the best report on TH? Not me.
He is projecting share issuance of $50 million in 2023, $50 million in 2024 and $100 million in 2025, likely to go along with clinical success with TH-1902.
I am not sure how things work with these retail brokers but there was obviously no immediate reaction to this excellent report by the market. If they are able to get their clients engaged with the stock, however, it could have a big impact.