emiller992000 • Sep 26, 2013 12:36 PM
I agree. What's really troubling is Geert seems willing to say anything, as if the shareholders won't call him on it. He's by far the worst thing going for this company. That is, given this isn't some elaborate scam--as some on this board have suggested. I tend not to agree with cel-sci being some elaborate scam, but its getting hard to dispute that given the inept mgt. At the very least Geert should be reporting on the phase 3 enrollment progress.
certainly sounds convincing in the new presentation available on cel-sci's website....he seems very confident that they will win in arbitration or settle some time before....and his recent 3million dollar bet makes it even more convincing....nothing new with what he presented....just seems way more confident about cvm's prospects and as a long-time holder of the stock.......that gives me some hope.....
Davos isn't just some small cap conference. Getting the word to the right people (who are now searching for alternatives to the SOC) could be a game changer.
Snicker all you want, but I got a feeling the tide is about to change..........
The world economic forum is also hosting discussion with VP Biden on the need for quicker approval process getting new drugs, especially cocktails and Immunotherapy to market.
This board doesn't need any more low life #$%$ like you. We have enough in others, who will remain nameless.
You don't add ANYTHING to ANY discussion about the company--pro or con.
You add NOTHING. And the 2 or 3 people who actually read these boards, besides you and your other hoods on the chain gang know it.
But, for those who care about it, unfortunately, with the small position the shorts have, it will not impact the PPS to any great degree.
Just wanted to start a discussion and am interested in other's thoughts. But I really would like to hear REASONS for any conclusions. Rather than merely say "stock will be 10 cents in 6 months, or stock will be $5 in 6 months, let's here WHY?
I will start the discussion by giving my current guestimate of $2.00 PPS in 12 months or sooner.
I am basing that on a valuation of approx. $250M, which I think is feasible.
Up until now, Wall Street has pretty much ignored any positive news for this company.
Importantly,for starters, THAT may change. We saw how the PPS could skyrocket if Wall Street embraces a concept--as in H1N1. Now, as Russia has reported renewed cases of H1N1,the world is taking notice again.
Furthermore, ss the science behind immunotherapy gains some traction, more companies investing in the future of immunotherapy will be in the limelight. It's all about valuation, and Wall Street will recognize FINALLY, that a company in Phase III is WAAAY undervalued. $250M is a "fair" but conservative, very conservative valuation. There will be other companies far behind CVM who come to market and get much highr values, so CVM has a LOT of catching up to do, and that will be recognized.
IF Immunotherapy catches fire, then the $50M market cap is grossly under where it will get to.
Furthermore, now, 3/4 into the enrollment, Doctors will be hearing some promising results about the treatment.This HAS to, MUST get out there. Treating THIS MANY patients HAS to result in some news, and also, NEW promising side benefits and unexpected results. Yes, that is speculation, but that's what immunotherapy is all about. There WILL BE unexpected benefits that will shake the scientific community.
Look, I am prognosticating here, but now that we are treating so many patients, the time has finally come.
Just an opinion boys.
PS: I can't wait for the Navy/Crada results.
Sentiment: Strong Buy
Of course they will be excluded and doing so will bode well CVM at the trial. Geert has the oppertunity to make calclulated investments with CVM. He is not a speculater as are shareholders. He controls the game and which family account will sell when he buys or which warrant will be purchased to cover losses. Inside info is a great advantage.
Look for P-3 to be completed Q-4 fo 2016. I can hear Geert now at the dog and pony shows. NOT my fault, the market was down we had to add over 100 patients to the trial.
There were 117 patients enrolled by Inventiv. If they ALL are excluded,we're looking at 3-4 months additional time needed,depending on the number of patients who croak, along the way. Not too bad all considered.
unless they do it again. if inventiv patients are excluded it will take way too much time to enroll the 880. ponzi who?
Here's the debatable issue; DeClara had the loan and it was a high interest rate. Shareholdes were constantly bickering how he could get such a favorable loan.
Recalling the loan would cost the company MONEY. How to fix that problem?
He solved the problem by exchanging the loan for stock BUT by getting stock AND those warrants convertible at .37 was a way to immediately or anytime he wants,pull out ALL the cash AND merely dilute shareholders in a small way. Brilliant financial engineering. A bird in hand was worth 2 in the bush and maybe more. I applaud him.
It is for a small amount of money but in my mind it is worth more to investors than a direct purchase from gert. To give up the ability to recover loan money from a asset sale for your "Trust". IMO the assests of the manufacturing plant would have recouped some money for his beneficieres of the trust. Typically these types of investments have more secure investements because it benefits the loved ones in the future rather than the owner of the trust. To move from a solid investment to insecure stock shows you have to have a strong belief that the stock has more value than the manufacturing assets.
Tha 298 deaths has been know for some time. Listen to the last conference call from GERT, he mentions that some in the SOC don't even make it through the Radiation. THe time is really only a estimate, one thing that I don't understand is why they don't leverage the "tumor size reduction" in the approval of mulikine. Maybe they will once the study is complete but thy recognize tumor size reduction as a direct contributor to incease mortality
Sentiment: Strong Buy
Anyway I recently sold all my positions in my active portfolio due to imo a bear market forming in broader markets. I sold it all except for my shares in CVM. I sold a bit yesterday at .47 but I am still holding a majority. Point is I read some of this board, lots of fighting and irrelevant squabbling, but in general most agree this is a potentially good moment for CVM. I understand long term holders who have seen the pps plunge for so long, there has been a lot of financial engineering as is usual in small unproven bio-techs, but some management mistakes were glaring. But unless CEO is a complete psychopath and liar (which he very well could be both) I think recent filing demonstrates he believes something good is coming. I don't want to write a book, but as this is my only holding left, I am watching it with much intent.