Post by
SPCEO1 on Oct 30, 2020 9:45am
Stepped up their Corporate Presentation Game
Check out the new corporate presenatation - big improvement!
https://www.theratech.com/investisseurs/presentations-et-evenements/ew corporate presentation - big improvement!
Comment by
scarlet1967 on Oct 30, 2020 9:53am
Much better, they eventually put the slide with other Nash companies in there also few words why their approach is innovative and different note it says the phase 3 is ready....
Comment by
SPCEO1 on Oct 30, 2020 9:53am
Wino - you should be trying to figure out where/how you collect your consulting check from TH! That is a first class corporate presentation - what we have been lookng for has finally arrived.
Comment by
qwerty22 on Oct 30, 2020 1:39pm
The nice part of that diagram for me is the written flow chart in the center going from Lipo toxicity thru to cirrhosis and the ways GH and IGF-1 intersect with each step, they probably could drop the cell image even though it's pretty and just focus on the human body and text.
Comment by
scarlet1967 on Oct 30, 2020 5:04pm
Slide 22, "• Trial designed to support potential accelerated approval". Well they not only are confident but the protocol is designed for accelerated approval!!??
Comment by
jfm1330 on Oct 30, 2020 7:08pm
Since survival is not an endpoint like in cancer trials, I don't see what could be a surrogate endpoint in NASH. In the case of NASH an accelerated approval is more likely to be given based on interim analysis of the data by an independant panel that would be authorized to access the blinded data at some point during the trial.
Comment by
scarlet1967 on Oct 30, 2020 11:05pm
https://www.globalengage.co.uk/nash/Omokaro.pdf
Comment by
qwerty22 on Oct 30, 2020 12:43pm
It really does feel like this presentation tells the story the way that we've come to understand it. And it just flows so well, this is what the company is asking people to invest in laid out in a clear, understandable way.
Comment by
scarlet1967 on Oct 30, 2020 1:32pm
You are correct the THTX is in the transition to become more of an R&D company and the future value drivers will be their R&D programs so they should start the presentation with those...