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Advanced Medical Isotope Corporation Message Board

kayak_wench 104 posts  |  Last Activity: 23 hours ago Member since: Oct 31, 2009
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  • Reply to

    almost sounded like it was a preset status meeting

    by meifud Nov 20, 2014 10:36 AM
    kayak_wench kayak_wench 23 hours ago Flag

    oops sorry meifud, I'm seeing a slant where one doesn't exist. I used think couch was immature for just cursing, but after reading so many of these stupid posts I think about how good it would feel in the moment to just reply back the way he does. That is about as much consideration most of these bashing posters deserve.

  • Reply to

    almost sounded like it was a preset status meeting

    by meifud Nov 20, 2014 10:36 AM
    kayak_wench kayak_wench 23 hours ago Flag

    Just because a meeting is routine doesn't make it insignificant. Should you ever be audited by the IRS you will have a meeting with them, and that meeting will be a routine meeting regarding your audit. But it will be anything but routine to you and if you mess it up kiss your hind in good bye.

    I agree it was a routine meeting that a company can choose to have before filing an NDA. But it was NOT for the FDA to let elite know where the FDA is in their review. As explained in the call (and your choosing to ignore because it doesn't work well with your insinuation), during these "routine" meetings is where the company learns whether additional studies are recommended before filing the NDA. But the meeting is made so that the FDA can discuss and ask questions regarding what the company has done to date. Typical companies don't bring in all the resources because typical companies do not sink or die by one drug. Elite growing to the revenue stream we all are investing for needs their abuse resistant line to get approved.

    During the meeting the FDA told them all the testing look great, but they asked questions and expressed concerns about the technology such that Nasarat left feeling that they would likely ask for more testing. We are now waiting to get the final word from the FDA, but I believe we can trust Nasarat's gut feel. What maters is that the extra testing they discussed having is testing Nasarat has already set aside funds for and that it will delay us by a few months. The company is financially healthy enough to ride out this wait and extra cost.
    What we learned from the meeting that is awesome (and what the market is not realizing) is that Nasarat saw no indication of the FDA throwing us a curveball. They were not worried about whether they should approve the drug, but only if they needed more testing before doing so.

  • Seeking Alpha article titled "More Fallout From Stock Promotion Scandal". The relationship is old, but it looks like the poop is just hitting the fan. Not that this can go much lower....article talks a lot about ADMD because they were sloppy in their contract and left a nice trail.

  • Reply to

    Resubmitting soon?

    by sensiseattle Nov 7, 2014 8:16 PM
    kayak_wench kayak_wench Nov 8, 2014 3:06 PM Flag

    The need to get the 2 billion shares to pay off the warrants that began to come due in Oct. They needed to do that whether than can submit or not. I believe we have already seen the person(s) who had Oct warrants began to liquidate their new shares. Ihub had a link to a recent article about radio gel describing a presentation in Oct 8 at a North Carolina university. Google 'aggie research radio gel'. In that radio gel was described as a new material. So much so I can't understand why they ever thought they could get a 510(k) approval, and I can now see why de nuvo is a tough sell also. How can the FDA let a new material never before used in people be released with out some more studies. The investor assessment (that ADMD paid for if you read the small print) reported that all the technology was based on existing well tested technology. But if there is going to be another submission I think it will be between now and the end of the year. I hope your right and I'm being pessimistic.

    From the article this section makes it look particularly revolutionary....which is not a good thing for us.
    "A vital component of the radiogel is a new polymer-based material. This material is biodegradable, water-based and thermally reversible stimulus-sensitive gelling copolymer. This copolymer is combined (in solution) with a high-energy, beta-particle-emitting radioisotope (Yttrium-90) in the form of a colloid. It is the colloid that is trapped within the solidified matrix of the gel that produces the high-dose of radiation."

  • Reply to

    Response to Sharpeiweb/TA

    by reidtarb Nov 7, 2014 4:56 AM
    kayak_wench kayak_wench Nov 7, 2014 11:11 AM Flag

    Please keep posting your thoughts and analysis. We TA lurkers read the DA comments and think "Wow what a DA" ourselves. Doesn't affect the value of your posts at all. Just a way to figure out who else to put on ignore.

  • The new link refers to the company as CoolTech's Mobil Generation rather than HPEV and has interviews with #$%$ Shul (former President of Emerson Electric) and Dan Ustian former Chairman of Navistar. They continue to prepare. Not many new investors seem to be interested in the stock yet, but not many sellers.

  • Reply to

    Priority Review - 6 months or less

    by ama0123456789 Nov 3, 2014 11:46 PM
    kayak_wench kayak_wench Nov 4, 2014 9:45 AM Flag

    Things that are probably making rfwelsh uncomfortable with his decision:
    Nasarats confidence shown through
    - 700k purchase in IRA (that is money that if lost cannot be replaced overnight...IRA investments are limited)
    - dedicating funds to pay three more managers (he must believe he has the revenue to maintain their salaries from this point forward, and he must believe their skills are needed).
    - no PRs during a period Nasarat said many things would be learned. You see this as a negative, I don't. Nasarat never said he would announce anything in Oct via a PR, he said results would be in and 'we' would know. I believe the 'we' he refers to in conversations is always the company, not we investors. That man loves to go into earnings news to crow about, and despite what he says about not holding anything back, somehow there is always a PR the night before or the morning of earnings. I will be shocked (and poorer :), if Elite's main message for this CC is that the submission is still on track for Dec. And that is not PR worthy news, but it is price stabilizing news because it will mean the FDA has given them the nod to go forward.
    - the FDA's publicity campaign for abuse deterrent drugs. Given all their announcements about wanting to get this technology in use and more widespread unless there is a big, legitimate issue with the drug formulation I doubt the FDA is going to make any company bring such technology to them jump through unnecessary hoops.
    - Embeda's approval. As Nasarat said other companies approvals are not bad, there is room for everyone and the people who go first spend the time and money educating the FDA on the technology and it can mean its easy to get through the FDA for those companies that follow.
    Two weeks until we know for sure, but my bet is the CC will simply be "still on track to file in Dec".

  • Reply to

    Priority Review - 6 months or less

    by ama0123456789 Nov 3, 2014 11:46 PM
    kayak_wench kayak_wench Nov 4, 2014 9:35 AM Flag

    rfwelsh you have gone into overtime posting to try to put doubt into current investors. Going so far as to tell people to consider selling. You have a strong need to see your decision validated, but you must have a ton of doubt about your decision otherwise you would be able to sit back quietly (which would be the admirable approach that reflected confidence and maturity) rather than frantically posting (your number of postings per day have increased dramatically) to try to push your theory by evoking change in others.
    On the other hand your negatives are rather flimsily. You repeatedly squawk about the generics when you yourself stated that Elite does not care about them. The IV abuse prevention was discussed in previous CCs as a planned test that would be conducted in the future. So its not in hand now, was never planned to be in hand. Obviously needing to be completed before final approval, but not needing to be completed before submission. If Elite didn't think it would pass that test would they pay millions to have it done? Probably not. The only real issue you have with the company is that it did not evolve as your predicted when you were pumping it (yes, you actively pumped....un cool). So if your gut was wrong when you were long why should anyone trust your gut now that you think its not a good investment.

  • kayak_wench kayak_wench Nov 1, 2014 3:13 PM Flag

    The problem with our idea that Nasarat is in some sort of collusion with LPC is that he has a ton of shares in his own name and the dilution resulting from sales to LPC dilutes his investments just as they do ours. He had to do that on the fly pilot study or the stock price would of dropped when he had to report the less than stellar bioequivance results. But he didn't let that happen, he was nimble on his feet and designed, funded, and completed a pilot study in a very short period of time. Frankly that was a rock star CEO move. Its not like the testing company had to put that effort at the top of their list and get it done on his time table. But they did. Who cares if he said he wouldn't dilute and then did, he did it for a very good reason. The best thing to have is a CEO who can flow with these changes keeping his focus on the ultimate goal.
    The 40cents has been has been clearly described as a worst case future value. Not the value of the stock today.
    Right now they have the potential for significant future revenues, but it hinges on their getting FDA approval for their abuse resistant drugs. If you don't believe in the CEO you should sell your shares (but we both know you really don't own any :) because its pretty much up to the CEO to pull that off. If the best argument you can can come up with about his performance is that he diluted when he said he wouldn't and he has pushed the generics to the background you are missing that what matters is NDA submission in Dec and that both of those actions were likely done in order to ensure his Dec submission goal stays on schedule. He did not become CEO of Elite to manage generic drug manufacturing. I believe him when he said that only an extra test would delay the Dec date, but I also think those recent 3 new hires reflected a good meeting and that the extra delay will not happen. But that is just my opinion.

  • kayak_wench kayak_wench Nov 1, 2014 11:39 AM Flag

    He repeats it in every pr. And as I said it would be real stupid to tie up money in their big salaries unless their expertise was needed. You can say nasarat hasn't been forth coming and has been overly optimistic in his dates, but he has not stupid, especially with money. Consider how he pulled 5 million out of stagnant investment and convinced lpc to give him a 40 million credit line. But you are asking the preschooler version of "how do I know". I obviously don't "know" it's my opinion. Everyone knows it's my opinion. Your just pointing out the obvious which only makes you appear clever to other preschoolers.

  • kayak_wench kayak_wench Nov 1, 2014 11:07 AM Flag

    Naz is in for the long term. If he released prs for all the minor thing you mentioned he wouldn't be in the position to speak about them in the quarter pr. He has historically made sure he has a positive news update for the cc. New big investors are going to look to those. Just us retail current investors are sweating things now. He frankly doesn't care about us. We aren't going to get the stock to where he wants it. If retail investors do move it it will be a surge and drop like March. Most retails are not in for the multi year play. The submission will be on track as that is his highest priority and he has not let any other issue interfere with it (which freaked out short term investors....it reassure me that he has his priorities straight) The announcement of the new hires convinced me the oct meeting with fda went well. He wouldn't add to his payroll burden unless he felt it was time and there expertise could be used. Bet he had them in mind for the past year and they said when you get the company to the point you can use us then we will join you. No new news probably until day quarter results are released.

  • Reply to

    Almost the end of October

    by rfwelsh Oct 28, 2014 8:51 AM
    kayak_wench kayak_wench Oct 28, 2014 11:42 AM Flag

    They are not going to announce the results of the new BE for Eli-202 because they already announced that their pilot tests ensured that the results of the full BE would be good. If he had intended to announce again he wouldn't of declared it a nonevent up front. They also already reported the top line resutls for the HAL study for ELI-200. That was the end of the results for that event. I don't recall him every announcing a timeline for ELI-201. The details of all of these items will be discussed in the next CC (and appropriately in my mind or I would think they are just sending out stupid PRs repeating what they have already said). The next big event PRs I see coming will be regarding the marketing / sales partner and submission. Both of which will likely happen in December. Business as usual until then in my opinion.

  • kayak_wench kayak_wench Oct 24, 2014 2:12 PM Flag

    People like this don't leave successful careers unless they have been given solid evidence that the move is likely to be a step up. I believe this means the FDA mtg has been had and was positive. Otherwise guys like this would wait to accept. I believe all of them also must believe that FDA approval is highly likely without much delay. I don't think a pr is coming before the next cc though as these events are an outcome of steps taken and discussed previously.

  • Reply to

    Communication with your stock holders

    by broken_investor Oct 22, 2014 3:44 PM
    kayak_wench kayak_wench Oct 23, 2014 10:01 AM Flag

    Have you ever worked on a multi-year complex project that involves milestones from scores of people and a time line that must be mry. Internally he is likely having to answer to board members and explain tasks and changes to tasks to employees. The last thing he needs to be responsible for is babysitting us. A blog, really!? He does not care about the short-term share price. I don't believe a CEO should, they should focus on building the business for the long-term. The only reason the short-term matters is if it will derail the long-term plans. From what we currently know there is no worry of that here. What other CEO writes up a page for the investors every few weeks. If he did either that or a blog I would be feeling he has entirely too much time on his hands. He is taking care of business and if he succeeds the share price will be take care of itself.
    We chose to invest and if we don't like his reporting we can choose to divest he doesn't owe us anything beyond the CC and PRs announcing major changes.

  • Google ultimate power truck and look at the first returned entry. Then go to inventory. Looks like 5 trucks advertised, but the pics all of one truck. Its a very pretty truck though with super cool little label (look at dark picture that seems to be of vin number). Seems as if someone else saw this, thus the move today.

  • Google ultimate power truck and look at the first returned entry. Then go to inventory. Looks like 5 trucks advertised, but the pics all of one truck. Its a very pretty truck though with super cool little label (look at dark picture that seems to be of vin number). Seems as if someone else saw this, thus the move today.

  • Reply to

    ultimate power truck building publicity platform

    by kayak_wench Oct 18, 2014 12:40 AM
    kayak_wench kayak_wench Oct 18, 2014 12:43 AM Flag

    The Facebook page has a good picture of their building. It has 6 bays in which they can work on trucks. It looks like an appropriate building for the business given they will be both renting fleet trucks and updating customer owned vehicles to generate power (derived that from the temporary website).

  • All sites are empty (as in no content), but it looks they are getting set up for a broad marketing campaign. They have a website, Facebook page, twitter account, and even a utube page. Everything is empty now, but looks like they are getting ready to start advertising when they get the equipment ready. Their temporary website that will transition to the site named after the company has been cleaned up quite a bit (the example truck entries removed and better organized). The Facebook site references the parked website named after the company (Ultimate power truck). Google the company name and search over the first two pages of results to see the accounts I referenced.

  • Reply to

    Spoke to Diane....again

    by broken_investor Oct 10, 2014 3:47 PM
    kayak_wench kayak_wench Oct 11, 2014 1:17 AM Flag

    I have been wondering what a PR for the final HAL and In-Vitro would contain that would be new. ELTP did not release another PR for any previous final reports, just the initial results. The reason being nothing changed. I also doubt they will have a PR talking about their meeting with the FDA. Companies do not typically release notes from such meetings. The results will be discussed in the next CC and perhaps only if asked.
    On the other hand in the next CC they will take questions and I believe they will answer any and all questions truthfully and will provide details not in the high level summaries. Should any generic be brought on line a PR will be released for that as for any other NEW information. I am not seeing new information for Oct. If your freaking out I have to think your looking for a short term play. The long investors will take a hint from the CEOs near quarter million investment in his IRA that all is good.

  • Reply to

    What's Going On with Eli-201?

    by rfwelsh Oct 6, 2014 10:40 AM
    kayak_wench kayak_wench Oct 7, 2014 10:58 AM Flag

    I mistyped it was a pivotal trial whose results were such that elite is spending million(s) to run a follow on pilot then repeating the pivotal study. I am not implying in anyway it means elite is not a good investment. But it certainly was unanticipated cash out the door. I would like to know why it happened and the likelihood of it occurring again. I'll probably have to wait until the next cc. I am sure the CEO will address it in more detail then.

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