Post by
palinc2000 on Mar 24, 2022 7:26pm
Common business sense
Large pharmas and large bios are like hound dogs ....If they spot or scent a breakthru in oncology they come fast and furious and will want to get a piece of the action ,,,,,,We can debate all we want on proof of concept but the real validation imo will be if and when a third party shows up .....There is no way that THTX would close the door to some kind of collaboration even in the early part of Phase 1 b .....Big pharmas have very deep pockets and are not risk adverse but they need to see some glimse of hope .....
Comment by
palinc2000 on Mar 25, 2022 5:01pm
Maybe we should manage our expectations with respect to the certainty of initiating Phase 1 b ......unless they can convince a big pharma to get involved
Comment by
Biobob on Mar 25, 2022 5:06pm
Got an idea.. Sell the HIV frnachise for like 150M and buy a decent P2 coumpound and change the name and the adress.
Comment by
PWIB123 on Mar 25, 2022 5:38pm
Let's just hope we have less investors who are scientists and more who are looking for any signal of value creation that incentivizes them to buy more shares before everything is completely understood. Phew! You all are tough.