Bill, what are your thoughts on AmnioClear LCT from Liventa. It is a amniotic fluid derived knee injectable with high viscosity, high concentration of stem cells, Hyaluronan, Albumen and anti-inflammatory cytokines. They have a way to ship the product that is not CO2 based so it can be shipped by most airlines and doctors offices do not need the freezers/equipment to deal with product....just receive and inject. I believe they have a deal with Stryker to market. I have not seen clinical data but they claim it is good.
I see a lot of misinformation on this board. If you want to invest in a stock then you have to do a lot of reading and listening and put the pieces together. They could have been a bit clearer at the conference last week but if you go to the Nov 14 update. http://finance.yahoo.com/news/ampio-provides-progress-report-clinical-090000253.html under the last bullet point for Zertane.
'Ampio has contracted Pharmerit, Inc. (Cambridge, MA) to complete the development of the Patient Outcome for Premature #$%$ (POPE) patient reported outcome (PRO) tool for the evaluation of premature #$%$ therapy. When completed in the next few weeks this will be the only validated PRO tool for PE in the FDA environment. The completion of the POPE trial will allow Ampio to file the IND in the USA and conclude its negotiations with pharmaceutical partners.'
So the trial or study referred to is the POPE study. This trial is complete. This is a way to basically validate a premature ej. drug. Imagine if you will, collecting data for such a study…does the guy sit there with a stopwatch? How is satisfaction measured? So much thought has to be put into the design and validation parameters of such a study. This is the objective of POPE. This study is now complete and filed as part of IND. INDs take 30 business days for FDA response. If the FDA accepts then Ampio can conclude negotiations and offload Zertane to partner(s). I took this as extremely + news. This announcement could happen any day.
Other positive news coming:
• IND acceptance and start of Ampio trial.
• Announcement of ORP spinoff.
• Possible additional coverage by '2 firms' mentioned in Noble conference.
• Filing for approval of Zertane™, based on the European trials results, in Australia (TGA). - I don’t think this was filed as of yet. Might be holding off and letting the ‘partner’ handle this.
Also, if you ever have any questions just call Ampio and ask to speak to investor relations. They have always been good about answering my questions. Rick Giles (720) 437-6530.
No I don’t work for Ampio but am a very large investor that believes in the company.
If you are investing or thinking in investing in HILL go to the dot hill website and bring yourself up to speed on products offered. Listen to the archived investor conference presentations as well as earnings updates....call in this Thurs after the bell for the earnings presentation. Listen to what they have to say. I have been calling into every presentation they have had in the last year or 2 and am pretty darn impressed as to how they are turning this company around (servers---> software). They have alreay said in conf. calls the software stacks up nicely with ISLN and even 3PAR although they are more large company geared. Kammersgard also mentioned that they were working on an Assureed UVS type of software that is geared toward larger companies. One would have to think that Dot Hill will be well off with just a minute fraction of this virtual Cloud market. Only question is will they be able to gain sufficient edge/traction with the VAR distribution model. HP having 60% of Dot Hill sales is also a bit concerning but everything that I hear is that they have a great working relationship.
My guess is that earnings will be on high end of range given with a slight increase in earnings estimates. HILL is conservative on estimates.
So listen to the calls...it is the only way you will get info on company.
I think we all agree that software AssuredUVS will really drive growth in future. Listening to the conference calls this product is as good as or better then what is already out there. Any techies with first hand knowledge as to whether there is a great benefit to HILL product over others?
The few shares that traded after hours were prob. a reaction to the VMware earnings. They beat and raised guidance.
As of today using last quarters numbers:
AVX= PE 9.3
VSH= PE 8.0
KEM = PE 4.9
This is with all the warrants exercised. Earnings are shown per diluted share. If you follow the stock for awhile there is always a big panic with folks thinking there will be dilution...it is the case but the earnings are already expressed per diluted share. Take this a buying opportunity...might be some panic selling in next few sessions then upgrades and path to 20 in next 6 mo. Prob. get bought out by AVX regardless a very strong buy in my opinion.
tprecent - take the time to listen to latest presentation at Rodman/Ranshaw (yesterday) it should help answer a lot of your questions. IMHO HILL has done a great job transforming the company to higher margin business platform. I think their vision is excellent and future bright. They have trimmed cost and will start to ramp up rev next year. At about 15 min into presentation CEO mentioned that their cloud software edges out competition and explains why. At beginning CEO mentions that he has never been more excited about future of HILL...I think HILL offers one of the better risk/rewards out there in one of the few areas poised for high growth in upcoming years.