@psych101Yes, think we're on a similar page here. You're the only other I've noticed to air the currently shelved trials. Seemed a convenient cloud in the first calendar quarter, I cleared the confusion up quietly on the forum a couple of times early on then left it. And lack of clarity seemed to reign re expecting results.
AIMHO, My concern was that PTX might be facing the commercial realities of deal making in lucrative but crowded oncology space that often requires heavy hitters state side to get done, and maybe their data just didnt cut in it the markets they were targeting? The unclear anns and shelved trials prompted this.
The positive spin might be discussions requiring silence, slowed by covid, and then out of blue partnership for current molecules.
CarT remains a sideshow until proven otherwise; they are late to a very crowded party where trials usually cost big$ due to the nature of the tech. PTX was always going to face 100% cost as the academics were unlikely to stump up. A decent partner will be required here eventually, and if that happens it will re-rate massively.
PTX-200 looked good, but might fizzle? Hopefully they surprise positively.
PTX-100 is where its at for me, and aside from an out of blue PTX-200 ann, that's where a re-rate might occur. Still great potential value here on that alone.
Happy to hear other opinions, in fact keen to do so.
