look, i am not trying to crash any ones party or enthusiasm, besides perhaps the the venue (as it is interestingt to see it at NY academy of sciences), I do think this type of conference is run of the mill efforts to increase visibilty of this type of treatment paradigm. I really don't think any thing revolutionary will come out of this. The real data will come in April and that will continue to drive pps. I also wasn't necessarily a big proponent of the buy out possibility, however any thing is possible, especially if PFS turns out to be >7 months....which should correlate nicely to OS.
This is not about "visibility". It is about a new scientific and medical paradigm that does indeed work. You make this sound like a beauty contest. Was relativity a beauty contest? Eventually, it was tested and it worked. The same is holding true here for TH-302. The fact that the Phase 2b trial has not been broken down yet is an opportunity for longs and a reprieve for shorts. Those dosages will be distinguished at the AACR. I await that. Until then, as a scientist, there is a lot more that I can learn in NYC about this drug itself and also the imaging technology that is so crucial for clinical diagnostic purposes and to convince the FDA how good this drug is.
I am far more knowledgeable in Science and medicine than trading, but this isn’t at all about “visibility” but rather Science. It is very possible; THLD has made a breakthrough of magnificent historical importance that can’t fully be determined at this early stage but possibly may revolutionize the treatment of CA and soft tissue. This is enormous! The prestige of this presentation can’t be appreciated by one whom isn’t familiar bio chemistry, molecular, cellular, physics, genetics, and just basic science. That is understandable. I lost a lot of money trading, and tough lessons investing when I learned the shorts didn’t have the longs best interest at heart and are full of a lot of trash talk. Lol. Indeed we need larger case studies, and further investigating regarding pharmaceutical dosage levels, etc. but this is just enormous.