Post by
longterm56 on Jul 16, 2021 7:55am
Yawn ...
Well, the long awaited announcement of the finalization of the protocol for Ph 3 NASH with both FDA and EMA on board has come .... and gone.
Many here, including myself, looked toward that milestone as the one that would finally "pull the trigger" toward a fairer valuation of THTX. There seemed to be NO WAY that such an announcement would not completely change the respect the market had toward THTX. Amazingly, THTX was able to announce this in a way that sucked all the breath out of it ... it takes great skill to NOT have your stock move when you announce a Ph 3 NASH ... and THTX was able to do it!
So now we all look for the next big thing ... and the next ... and the next ... and the next.
-LT
Comment by
palinc2000 on Jul 16, 2021 8:34am
All depends on how many interested parties if any there are in the running to partner in Nash,,,,I think one of the options could be to out licensed the rights to Egrifta in Nash with all development costs borne by the licensee ,Lump sum payment upfront and milestone and royalties , Paul said the THTX was in a position of strength ,,,,,IF this is the case how big an upfront ?
Comment by
SABBOBCAT on Jul 16, 2021 8:56am
He also said mere weeks ago that they were on track to start flowing by the end of Q3... management's words area worthless. The market has it right in effectively saying "I'll believe it when I see it". Show me a done deal in Nash that isn't a fire sale, or show me some data on oncology. That is all that is left for milestones because they have no credibility left.
Comment by
PinnacleX on Jul 19, 2021 11:42pm
Thats right, like Ive been saying for several years, now the only thing left is oncology LOL. Just lies, BS, and stress over the years. But, dont worry the regulars here always have a positive spin. Do you not agree they lied about NASH?