RE:RE:RE:RE:RE:THTX start commenting The financial strategy has to be addressed in more detail in a few weeks to really know. They need a combo of revenue growth and cost control to add up to $30mil or so needed at the EBITDA level. Reveneus will add $10-15mil based on their estimate (I'd use the low end to be safe). We also don't know if they've hired those slots or just taken the search down, or filled internally. These are definitely the kinds of questions the analysts always ask for their modeling purposes, so I would think mgmt knows they have to answer things like that in detail and in such a way that all the pieces fit together coherently. This is a case where the analysts are on their side and want to see that. It can be done and if anything else gets annouced on top of that, fine. But market needs that now as the 15% revenue growth target to $90-$95mil is higher than the market cap!
palinc2000 wrote: Where did you see that they would cut expenses?
All I read is that they are guiding for positive Ebitda in 2023 and that they will be taking that into account in deciding how fast they proceed and how much they spend on the development of TH 1902
Massive cuts are not what they guided!
The way to positive Ebitda is thru sales growth in the legacy drugs and possibly thru acquisition of new products to leverage the sales force
Trogarzon wrote: They keep hiring people without explaining anything while they say they will cut expenses out of the other corner of their mouth. It's confusing and it sends a conflictual message to a market that they keep ignoring with their typical opacity and carelesness. They better asses the urgent short term problem they face with their shareholders if this turd stays in the stock sewer until may AGM.