what the heck are you talking about? expenses will be same lvl as Q3 according to Chen in his last CC. It seems like you are the only one who missed it. that said, everyone is expecting a big miss, so the downside won't be as bad imo.
i guess most of Chemo used for PC are generic? I agree that 1B is for abraxane with 2 month survival. If we beat it, we are golden. Our Phase 2 was 2.3 to 2.9 if not counting the crossover. I think we have a very good shot at 2m+.
lets hope so. i still in the camp that STS is just a #$%$ shoot. PC will probably be good imo.
yea it does seem unfathomable right? with TWO phase III trials coming very very early 2016, i expect nothing less. STS marktet is 500m w/ no drug approved in last 30 year, Pancreatic cancer, we need 2.1 months to say we are better than Abraxane. very doable. Oh yea.. proababably 1B+ for PC at least. OH did i meantion brain cancer and lung cancer? Lung trial will finish recruiting by end of the year as well, for another huge potential. But then again, im sure everyone knows it by the way this is at $3+ lol.
word will get around towards mid/ end of the year as the catalyst gets closer and closer.
i even miss Beach lol.
where is tred? dawg? other oldies that used to post regularly? Am i the last one standing? this will be very fun end of the year. will be double digits. how can it not be?
You have STS Phase III and pancreatic cancer phase III coming out around the same time in early 1st Q 2016 (CEO's word).
STS.. there is zero competing trials anywhere right now.
Pancreatic.. you have Halo, but they only are targeted to a third of market and years away. we have very good chance of beating abraxane of 2 month and continue with combo trials.
we have brain data which is very good.. expect to see some good data on this as well toward end of 2015.
all this forrrrrrrrrrrrrrrrrr: $3 and change lol. less than 300m market cap.
dare i say triple by end of the year? im holding this gem and selling half at double digits to lock in gains and let it ride for the data.
Merck will spend over 1/2 billion on this alone. They can easily buy this as well.
It not question of if this works or not, but how well.
$3 and change is nothing.. this will be double digits on momo alone towards end of the year. sometimes the obvious is just that. remember upside also overshoots.
this will hover $10s in the month of december, and shoot to $15 in a day right b4 the results are out.
Agreed. Seems somethings in the works...hence the recent rise. What I can see is that we can get warrants for future success of th302 if we were to get offers. 10 bucks buyout with 10buck warrant for sts and pc... another 10 for lungs etc.
no buyout.. this if successful will goto $50s easily with both STS and PC .. if brain, skin, and the biggie lung works also, $100s easy.
try triple.. double digits towards end of 2015, when data gets closer to Jan 2016. remember this was at $9 w/ phase II data.. same share count.. at least 10 to 15 imo.. when momo hits.
good job.. im too chickent to take profits.. im in this until i see some phase III data next year! Two of them!
i will sell half b4 the result since i have way too many of this. But not until it is double digits!
Here is the scenario.
Comes Fall of 2015, there will be millions of articles regarding STS and PC trial about to be released. They will talk about what TH-302 potential is... STS 500m, PC 2B, lung 2B, brain, MM, Skin, etc.... Buyout speculation if data is good as well... $30 EASY if both data is good. Of course Lung will add another $20 a year later.
You realy think we'll be at 200m market when data that gets released can take this to 2b+ market cap if both make it? not even talking about Lung cancer that will be out in 2017.
$30 is 2B market cap, so $15 b4 data is entirely doable.
Its out of flavor now, but it won't be come summer/ late 2015. Everyone and their mama will buy this for the run-up to data release.
Im 50/50 on STS data, and 80/20 on PC trial. PC II trials was very very nicely designed trial.