RE:RE:RE:RE:TLT is slowly starting to MOVE into that SWEET SPOT!
Camphikefish wrote: SF, where do you see us in a year with all you know and with your best estimate? And I know you do not have a crystal ball however, given this exchange, how high can we reasonably expect to go here? Can something on this exchange exceed the $7-10 range or is it necessary to uplist? I realize I'm asking a favor here which you do not have any obligation to answer. I hope you will though because I respect and try to digest everything you meticulously craft here. Do you see a JV, buyout, or a go it alone scenario? Will big pharma truly tolerate a complete paradigm treatment shift in an area they have no expertise in? My gut tells me they do not have an appetite for reinventing their way of doing business on the fly. Merck seems to be very intentional about finding a way to keep Keytruda at the forefront no matter what although Keytruda could be piggybacked with1433 right? It would be very helpful to understand how you see this playing out. I am a student of all you say and of your research and appreciate it as much as anyone here. So even if you do not wish to answer I am thankful just the same. Thank you
Just to add....I found it interesting that according to Dr. Mandel (as reported in the BT article on 1/3/2023), there are plans "to add up to an additional 9 trial sites in 2023"...despite our currently short cash runway? Almost doubling our trial sites is certainly not an easy/inexpensive task. Such a confident statement tells me that some sort of behind-the-scenes reassurances have been/are being played out (in whatever form) that would allow for a more extended cash runway.
Our current value is twofold: 1). We are a differentiated technology unlike the rest & 2). We are a differentiated technology that is currently outperforming the stand-alone/approved competition.
Being a differentiated tech, we avoid the very crowded spaces of immunotherapy, chemotherapy & gene therapy. Many of the newcomers in those crowded spaces have had their pipelines cut due to either obligatory cutbacks during a difficult macro environment (I.e. inflationary/pandemic environment) or data futility.
Imo, our unique tech also has the potential to be an easy add-on with another treatment type/regimen...our two-dose protocol would fit in nicely with Keytruda & others that are significantly more treatment intensive/less efficacious as stand-alone options. Good luck...