RE:Here is how I see thingsI agree with the part that this is an institution liquidating at any price. But I am not too sure about the TH1902 part. The trial still has not restarted. It is extremely unlikely any results (that would give Marathon any assurances of the TH1902 trial eventually becoming a success) would come out before Oct 31st. That is only 12 weeks away!! Generally first scan for a patient would be after 6 weeks, and second scan 12 weeks. And just because you are now dosing every 1 week doesn't change the scanning schedule. So even if they has enrolled their first tomorrow that patient's second scan wouldn't come until after Oct 31st. And that is just one patient, it wouldn't proof anything. I believe the TH1902 trial is just a free lottery ticket for Marathon.
To me, more likely THTX has to either have $20 million on Oct 31 or least be moving in the right direction to get another extension. And honestly, I don't know how THTX would be capable of doing this. Maybe by pausing the trial again and that is why we don't see if being restarted?