RE:RE:RE:Bullies and Short sellersAll pretty humorous. I don't even see the "Jane" posts. Anyway, you all know I also think a proper IR strategy engages both the institutions, healthcare analysts and the retail public. You have time to do it all and each is different. At the moment, I don't really see an investment thesis that woudl excite anyone as it stands today. I think it will change, but they need to put those pieces together and according to their 10 point plan, they are putting together ones that I think at a minimum will build a case around financials and solid sales growth. That should attract some value-hunters if the numbers they put up each quarter reassure investors they are on that path. So far, they've said they are "on target", so assume the lower end estimate they gave and be surprised if its better.
If they can talk more clearly and convincingly as to what a new TH1902 protocol will improve chances for responses verus what they were doing before, that will add more to a case. If they can talk more broadly about the AACR data around both using it in combo and using it as an anti-metastatic combined treatment, that would also be hugely positive. That is data that may get you someone to partner on that specific trial because the market would be huge. We still haven't seen the strength of the data, but if it's really strong, even in the lab, there is a rationale they've developed as to why it's doing that (the VM, CSC, etc..) and they already showed it amplified carbo-treatments for certain cancers. Those two trials may be more easily "partnerable" than TH1902. That would also add a much clearer investment thesis. But these are the things they need to move down the field first. Now, it's just get the sales up, costs down, profitability and positive cash flow in view and all the rest would be gravy on top. Today, there's not a whole lot any IR person could do to make a convincing investment case except to say, ...look how cheap we are versus any other pharma with sales growth. You really need more and hopefully that starts in 2 weeks with the next quarter results and an update on things.