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Bullboard Post History

by Wino115

T.TH

RE:RE:RE:SeaGen ADC product revenues and valuations

It's a fairly similar trend for most biotechs that invest in a pipeline...

November 1, 2022

T.TH

RE:SeaGen ADC product revenues and valuations

Let me try the table again: (In Millions,...

November 1, 2022

T.TH

SeaGen ADC product revenues and valuations

Here's a similar view on SeaGen, the cancer ADC company that THTX could...

November 1, 2022

T.TH

Gilead Valuation on Trodelvy

Recent analyst report I read valued each drug "franchise" for...

November 1, 2022

T.TH

RE:Phase 1 enrolment trouble for Essa Pharma

Pretty amazing. Guess that's a fairly rare type and, reading between the...

October 31, 2022

T.TH

RE:RE:RE:RE:RE:RE:RE:A concern?

Interesting. I guess we should go with the CMO over the CEO and hope it wasn&...

October 31, 2022

T.TH

RE:RE:RE:RE:RE:RE:A concern?

Lastly, to add a thought on the timeline (which is always hard to predict...

October 31, 2022

T.TH

RE:RE:RE:RE:RE:A concern?

A couple points, according to the Cannacord conf from a few months ago where...

October 31, 2022

T.TH

RE:RE:RE:RE:RE:A concern?

Hmmm...so one thing you could try (since these warrants are not traded) is...

October 31, 2022

T.TH

RE:RE:RE:A concern?

Anyone remember the expiry date, exercise price of the ONO warrants and what...

October 31, 2022

T.TH

RE:RE:A concern?

Agree 100% PWIB. I realize they have a conservative Board of Dirs, so this...

October 31, 2022

T.TH

RE:RE:Principal investigator for TH1902

I can understand why the PR around the dosage/safety 1a only had a quote from...

October 30, 2022

T.TH

RE:RE:RE:RE:RE:RE:RE:Novel precision technology

Looks like the guy that oversaw Gileads IMMU acquisition in Strategy was...

October 27, 2022

T.TH

RE:RE:RE:RE:RE:RE:Novel precision technology

It's the agency problem that arises between the employee in Strategic...

October 27, 2022

T.TH

TH-1902 De-Risk Spreadsheet Link - October Update

https://www.amazon.com/clouddrive/share...

October 27, 2022

T.TH

RE:RE:My take on the Poster...long post, positive.

I actually appreciate someone summarizing it so succinctly. Well done.  ...

October 27, 2022

T.TH

RE:Novel precision technology

This is the kind of analyst headline we would hope to see if SORT1 proves...

October 27, 2022

T.TH

RE:RE:RE:RE:RE:RE:RE:RE:RE:News out 👀

Not sure what  you mean with this. What healthy person would take a...

October 27, 2022

T.TH

RE:RE:RE:RE:RE:RE:RE:RE:RE:News out 👀

Trodelvy had some fairly serious safety issues it had to overcome. At one...

October 26, 2022

T.TH

My take on the Poster...long post, positive.

We’ve got some large sample sizes in a handful of these cancers which makes...

October 26, 2022

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