Gene and all...
I haven't followed TLT's internal finances as closely as others, but would seem prudent, if possible , to wait for results from the next 6 patients...or at least some of them to sell more stock. Yes it is somethng of a riskier approach which only upper management can make an accurate call on. But from a layperson's perspective, past results are indicating strongly that TLT's approach to cancer treatment is going to be very important indeed. THose initial lung-cancer results were quite impressive...and we're just at the beginning of determining indications for (many) other forms of cancer. Still early days, but seems we'd want to be careful about further dilution at still relatively low prices...especially when we are so relatively close to further events which are likely to increase our share price...perhaps dramatically.
ON a side note, I too was a bit surprised not to see more of a bump from the initial lung-cancer research. That is pretty huge, imho. We got some decent volume, which is half the battle (volume precedes price) -- and recent gains seem to be holding quite well. All positive for the future. But I think too, the relatively muted price action is at least partially likely the result of the company's still relatively low profile in the marketplace... Roger may not want to spend company's precious capital yet for further serious "stock marketing" efforts. hard to imagine, though, that there aren't a number of journalists in business/medical media who wouldn't be VERY interested in this story. wonder how much company is being pro-active in this arena. imagine an interview on bloomberg, cnbc, fox business or other such network...!! but perhaps roger is waiting for further results for this kind of fuller court marketing press...
thoughts?
