why yes, little timmy, when ppl buy companies like thld, they are buying into "hopes & dreams". why else do you think people would put money into such a high risk play if they are not expecting huge returns if they bet correctly. So, no special ed tim, people aren't and should be investing in thld if all they are expecting is a miserable 100% gain when there's so much more down side if the data does not pan out. why don't you go back to investing in index fund genius.
only an idiot would expect future return to follow past performance ;so, it's not surprising to see seymour behind this idiotic approach to investing.
yes, investing is not rocket science that's why any idiot with a few dollars can do it. if the market was full of rocket scientists, these message boards would be no fun since we wouldn't have posts from idiots like seymour and special ed tim.
special ed tim, it's not about when a company became public but when it started. thld was founded in 2001 and celg in 1986. also, celg was not a pure startup since it was spun off from Celanese Corporation. so, yes, celg has been around much longer than thld.
if you were as knowledgeable about biotech as you claim, you should know that it can easily take over a decade to go from startup to having a drug on the market. so there's nothing slow about the pace thld is on with getting is first drug on the market should th-302 be successful.
you never surprise with your ability to show us how special you are. keep up the good work special ed tim.
blame this on the SEC for allowing MM to exists. there will never be a real market as long as we have MMs.
"Conclusions: The triplet combination of G + nP + T exhibited superior efficacy but additive toxicity was not evident compared to G + nP. These studies provide a translational rationale for combining G, nP, and T in the clinical setting to assess efficacy and safety."
if clinical trials replicate these preclinical findings, this triplet will easily become the standard of care. it's early days, but i like our chances that this findings will pan out.
are you looking at the right ticker? thld is getting taken down with the market. crooks will continue their games until approval is seen as inevitable.
but i agree these take downs on drip volume is a joke. if the data is good for the phase 3 trials, we'll be shooting pass 30.
i agree with you beach; cmore is small time. opinions from ppl like him without conviction amounts to nothing. words are cheap; what matters is your action. a third of my portfolio is in this stock so you better believe i've done my DD and continue to do so on a daily basis. unlike the bashers here, who are just talk, my action speaks for itself.
"Confounding crossover and failed EU STS trial" were gifts from an irrational market to those who actually took the time to dig into the data.
the market believes th-302 does not provide significant survival benefits to pancreatic patients and ignored the impact of those who crossed over. the market also seem to have ignored the better than expected survival of the control arm when compared to historical data. the two year survival of the th-302 control arm was about 11% where as the expected 2 year survival should have been between 4-6%. in fact, the 2 year survival for ABRAXANE arm was 9% and it's control arm was 4%. However, note that the ABRAXANE trail had enrolled slightly more sick patients. Still, the population of the two trials were pretty similar so why did the control arm for th-302 live so much longer than the control arm for the ABRAXANE trial? The company has good reason to believe the crossover had improved the survival of the control arm. The question is how much did the crossover help? my guess is without crossover, the hr would have came in at around 0.7. My bet is we will see a hr of about 0.7 from the pivotal pancreatic trial.
the data from the EORTC 62012 trial was a gift. the market chose to focus on the fact that the trial failed. instead, they should have focus on the data from the control arm with 12 months. the population of this trial was likely a little healthier than those in the th-302 phase 2 trail in STS. So, this only adds more cred to the survival benefit seen in the th-302 trial of 21 months. in fact, if you compare the survival curve for the th-302 trail with the control arm in the EORTC trial, you'll see that as time when on, the survival benefit btw this two curves increased. if this trend is repeated in the pivotal th-302 sts trial, there's a very good chance the interim will be successful.
so, obviously the market is moving contrary to my DD. when i see this, i always bet against the market.
special ed tim, only idiots lie about something that can easily be looked up.
e.g. it's easy to look up how many shares thld officers own so when you make such a obvious lie like officers only own "$2-3 million in stock", you should expect to be called on it and be made a fool.
looking at the sec Def 14A filing on April 3 2013, we see that: the ceo (barry selick) owns 1,505,684 shares, the inventor of th-302 (Mark D. Matteucci) owns 1,157,276 shares, and the Clinical Operations and Biostatistics designer (Stewart M. Kroll) owns 238,399 shares. considering only these three officers and assuming a share price of $4.50, we see they have $13,056,115 invested in thld.
special ed tim, once again, you show yourself to be not only a liar but an idiot.
timmy boy thinks he's writing to little idiots like seymour who still hasn't popped their cherries investing in biotech. he thinks he is scaring away longs by constantly harping how the price will stay low and that it is dead money until 2018; never mind the fact that we'll be getting a constant stream of results from pivitol trials starting over the next few months. we're all too dumb to do our own DD and need little timmy, with his grade school education, to show us the way. keep up the good work little boy.
little timmy thinks biotech companies only move on sales data, little boy needs to learn that for companies like thld, most of the pop comes on positive data on pivitol trials. if you listen to special ed tim and wait for sales to buy into thld, you can bet that you'll already be out a 10 bagger.
little timmy, this is a free country and you can say whatever you want and idiots can listen to you if they want. free speech also says i can call an idiot as such when i see one. continue the good work special ed tim.
seymour, you need to take your head out of tim's behind and get a grip on reality.
seymour claims to have seen many buying opportunities, but isn't it strange that he would be under water at this price when the stock for the last few years have consistently been trading under 2 until recently.
seymour, thld longs are smarter than you. if you want to have any success lying, you need to grow a brain first.
yes, beach, tim is starting to sound like a fudster trying to pass himself off as a glass half empty long. i was on the fence but that last post was just idiotic.
thld is not the kind of company you invest in hoping for "some degree of success" over the "next couple of years". when the phase 3 results are released, it will either be a great success or a gut wrenching failure and the move in the stock price will reflect this reality.
there will be no 10-15 on "some degree of success". it will be either a dollar and change or fly over 80, depending on how many of the two current phase 3 trials will be successful.
investing in thld is all about big risk, huge reward; not some minor degree of success and puny bump in the stock price.
self proclaim market and biotech expert timmy boy continues his usual rant on how thld has lost support from wall street. never mind that wall street and the market is as fickle as a newborn baby who's mood changes on a whim. how can a wall street pro not realize this simple truth?
fudster seymour#$%$, real long would see this lows as buying opportunities. however, you and tim (self proclaim longs) continue to gripe about the price and the company. who do you idiots think you're fooling?
probably a large two part randomized, multicenter, double-blind, and placebo-controlled phase II registrational trial.
"crazy market"? according to special ed tim, the biotech market knows best and is smarter than all of us b/c they are governed by biotech pros and institutions.
special ed tim, is it to hard for you to comprehend what you read? i said, those are the metrics that matters when looking at companies LIKE thld -- not p&l. but then again, of course you wouldn't understand since you're special.
special ed tim, how many times do you have to be told that p&l analysis is useless for companies like thld. for companies like thld, it's all about clinical data, odds of approval, market potential, pipeline, cash and debt, and burn rate.
take your walmart investing how-to somewhere else.