Miker, you've seemed to be residing in the shadows past 6 or so months, periodically weighing in. Your insight has always been valuable to this board, and I know I, personally, would benefit from an updated assessment of where were, as I'm sure other veteran and new board members would.
One thing I've been curious about, before getting brave enough to acquire more to average down, is this: Is there any way to determine a book value for this company, based on patents and IP? There's no revenue, may not be for quite some time, but if the IP and patents have value, could that alone allow us to believe the share price is worth more than it's current listing price? Would love to see things go to (or beyond) what cynicoptimist projects, but would also love to know a realistic worse case scenario, based on a buyout of intellectual and patent matter.
Thumbs UP: NVIV management knows what they're doing, steering ship to calmer waters; or
Thumbs DOWN: FR blew holes in the hull, new management struggling to repair sinking barge.
Might also help if the news archives containing Frank-heavy content, were stripped from the site. I know from personal corporate experience, that when you're trying to distance yourself from a "problem", a full erasure of that problem is best. Search FR in the news search box, and you'll see he's still very much a part of the picture...at least on the NVIV site.
Yup, we must have an NVIV'er reading the forum, as that's not a coincidence. I actually brought this up to someone at NVIV during a call about 6 months ago...but obviously not their webmaster. Nice feeling...affecting SOME level of change at that place ;)
Why is Frank's picture still on the careers page? Either bad webmastering, or a subtle suggestion he's still in the picture (literally and figuratively). Seems that pic should be deleted.
Good point. But someone at NVIV contracted this videographer, recently, to begin to build PR. That's encouraging, after such a long lull in communication. With only 180 views, it's clear this vid has not been well distributed yet, and should be...
This is actually interesting... go to YouTube. After dotcom forwardslash, enter: watch?v=9wBc7f_JWic
This is PR pablum, and not informative, but interesting only in that there seems to be a very thin effort to build some hype. This video posted a little over a month ago. No mention of Hydrogel, so the decision to shelve that must be at least a couple months old...perhaps concurrent with Sabby's involvement?
Go to YouTube. After the dot com forward slash, enter this: watch?v=sASSHRwmgc0
Any press is good press, I guess.
I have no doubt his mantra is "big things coming"...that's pretty boilerplate statement for an IR guy. Question is, when does he say it, and what does he mean by it. If there weren't as much flipflopping over the past year, I'd buy 100k shares right now. But my "confidence" in the company has eroded to the point where I am simply financially handcuffed. I don't even lose sleep over bad news anymore.
Yes, but less than a year ago, I spoke to Brian Luque, who very convincingly said their current strategy was to focus on hydrogel, as doing so would allow multiple income streams via partnering with other pharma's who wanted/needed a delivery protocol for their drugs. He said it was a brilliant move by current pres Astrue. He also said market was potentially much larger than that of scaffold, and that the scaffold itself was going to be back burnered. Now, complete reversal of that. Too much flipflop to instill confidence. Though remaining hopeful (as I'm in too deep to feel otherwise).
1. Good move. Focus 100% on scaffold, as that's the core origins of the company/patents/ etc.
2. Bad move. One step towards dismantling of one of Langer's companies. Remember, he has, as a statement long ago reported, "owned or been involved with hundreds of companies."
InsiderLab showed trade date of June 14, filing date of June 19 for Mcallister's acquiring 250,000 options. Indication of confidence? And as a side note, May was filled with Frank dumping tens of thousands of shares.
Anyone else see that?
That's about as boilerplate a statement as there can be. Who ever updates the newsroom page grabbed that from the "canned statements" folder in the PR drive.
Finally heard back, via email. Here's his update: "Thanks for the note and your support. We continue our push into the clinic with much enthusiasm and look forward to advancing our mission."
Gotta be a gag order.
Maybe it's just an issue of not updating their site, but I don't see NVIV listed on Sabby's "entire" holdings list. Am I missing it there?
Anyone been in touch with him? He was very quick to reply to emails, back in the Astrue era, even urged me to call, which I did. Had a long talk with him. Now, no reply to emails. I'm tempted to go to Cambridge and see if there's soap on Invivo's windows and weeds in the parking lot.