Wild Bill just put out a post that Optina got shelved, no such news exists but in his mind ..... the mind of a short shill and his many screenames....
Optina gonna knock some socks off.
When you consider the costs that pharma spends on R&D doubles that of any other individual industry and in the ball park of 20pct of spending in total input you have to be excited that Ampio has perhaps the perfect scenario out of any small cap I have seen. There ability to own out right several discoveries and patents and develop the portfolio they have is unheard of. Frankly, there lid on costs and the value of their portfolio is unlike anything I have seen. If you do comparable assessments with other small caps its amazing they have gotten this far on such little cash. I know things are far from perfect but it appears that these guys can execute and that is a good thing.
although i do agree with most of your assessment if you looked in detail over the history of this treatment from discover to proof of concept to where it is today, hard to argue that the potential is of great value. You make very valid points and yes the phase 1 and 2 are not as big as phase 3. many of drug failed in this phase. I am a big proponent of ampion and i view the other drugs/ORP as some added value but meaningless at this point. Ampion is the bread winner. This will be very good for ampio.
Wild Bill if you were going to need a knee replacement, would you:
Take your TP 100, herbal remedies, or HA injections....... over a 91% level of pain relief with Ampion?
Answer me----- no...... That's what I thought lil buddy....
Why does Wild Bill still throw up old drug studies, as competitors when we all know that none of Bill's competitive threats have nowhere near 91% level of pain relief in 20 weeks, none of his TP100,
herbal remedies, glucosamine studies will ever generate the pain reduction that Ampion has, why does this guy even post here?
Why does he post about bogus timelines, currently he has us out until July for news on Ampion, that is a lie.
Since US insurers aren't going to be paying for HA any longer, you think the market is going to grow? Think it was uncle Bill who provided some data a few days ago on HA sales. Your comment about me being a shortie gunslinger is idiotic - if a big pharma now has a significant HA product - one that more than likely to decline in sales rather than grow - one might think they would be interested in partnering with a company that has (we hope) a superior replacement product?
What are you a mystic to state HA market is on the decline. What study or market analysis have you done to support statement? Are you a shortie gunslinger?
Sentiment: Strong Buy
You could be right. It's the usual partial disclosure, only providing positive results. WOMAC C was also dropped from Phase II STRUT results, even though Phase I STRUT W/C was promoted:
"In addition, the function score of WOMAC C improved by 74% compared to baseline at 4 weeks" (10K)
It is a good point. WOMAC C in SPRING barely met the criteria for statistical significance (p less than or equal to 0.05) There was much discussion about the cause being that the patients re-injuring themselves since they felt less pain. The company will never disclose non-supporting data unless forced. Still, results for KL4 pain reduction seem real and currently uncontested in the marketplace. Autologous SC, TPX100 and perhaps a few others might challenge this, but they are far enough away that we still should be able to profit here.
From the 10K:
"Also in these same grade 3 and 4 patients, there was a statistically significant improvement in function, WOMAC C, compared to vehicle control both at week 20 (p=0.05) and over the whole period of 20 weeks (p=0.04). "
It just feels suspect because Womac B/C were being touted at every update of the Strut 7 open label. Now MM claims those results would be 'confusing' at Strut 40 double blind. Perhaps Saline looked too strong and that's why it would be confusing?
Huh Oh, now we up 70% in eight weeks, that is a move that even Cramer could love.....
How bout you Mr. Improvisation, you ready bud, you might be three tea cups shy of being able to hang here but you still better be ready lil buddy.... up 70%....
We get news of a buyout and we in the 20's in minutes.
How bout you Wild Bill, can you or your other screenames think of any?