I listened to the past CC which sounded fantastic.
There was so much positive news regarding new markets all over Europe for Delcath.
Some quick notes I put down while listening the CC:
positve steps in commercial in Europe
april 2011 approval in Europe
Execution first 3 offical launches in Europe - oncolgy
treatement outside a study
regulatory approval in Australia and New Zealand
manufacturing in Ireland HQ
expecting submission with the FDA
C E mark amendment
IEO traning and in Frankfurt Germany and starting to train in Keil Germany
treatments of cancer in the liver
potential to broadening the treatments
IEO press CC success - melonoma and skin muscle scarsoma
Chemostat roll out with Gen 1 and Gen 2
more agreements to be announced
6 to 8 center in addition to thus far..France, Germany, Italy, Ireland, Spain, UK, Netherlands resutl they will train others throughout the region
Northern Europe is proceeding
Sourthern Europe distribution ..working on it.
Medical Science Liasons
Reg. clear to sell in New Zealand and Australia..second half of 2012 come on line
Seeking Reg. approval in hong kong singapore...latin america, middle east many i left out
purse new clinical trials
developing a chemostat system
cash bash $31M
strengthing balance sheet will sell $40M shares
use of cash $40M..$4.6M monthly cash spent
2012 fwd. looking $4.5M cash burn
revenues should be start coming in second half of 2012
beach head established
I do have a question why are not the insiders buying and why isn't this stock shooting up to the moon?
Its been a rough go here since the last time I visited after listening to the last CC.
I am listening to the latest CC but need to listen to it again.
What happened to the 40M shares they planned on selling? Did they set a pps for the shares? Date?
of course you are correct, but management would quietly argue that the performance of the company will support a share price increase far beyond any gained from insider buying. So they'll stick with their granted shares and ride them without caution while retail sweats.
jfor - your extensive rehash of the CC
makes you worthy of a PR position at DCTH
I suggest you apply
they seem to a flock of Vice Presidents
I nominate you Vice President of Public Relations
don't worry - we will subsidize your salary with another offering
As a loyal long shareholder it has been very puzzling to me why insiders aren't buying. I have worked for public companies and it's always a good thing to see company insiders investing in their efforts knowing the share price appreciation looks bright.
I have raised the question to Delcath management.
I remain strong on the belief in the science and the fact 2012 should be a good year.
Staying long and buying more here.
Purr, I just want to make some money on the long side.
The only hang up I have is the sponsors of this stock brought her all the way down from $16 to $2, rather extreme. I assume a short squeeze or two came into play for that run.
Did they make their money and now are sitting like fat cats and waiting to make all those that didn't sell out the top (in hindsight and from this reference point at this time interval?)
I put some orders in at prices I feel comfortable purchasing.
The CC just sounded exciting and the good times haven't even started.
I will be kicking myself for not getting in at these prices if all they spoke of for the future of this company is true.
Have any of you been adding to your postions or starting new postions, curious.
Plain and simple. People want to see actual income from the EU and an on time NDA filing for the US. Great news on the new hospitals joining on does not really move this stock up to a point where you can say WHOA! But new hospitals joining on is a clue to where this stock is going in the future. That would be UP. As Randy would say "AF said buy"