I think we also need to remember, there is more competition in EU than just Tauropharm. There are trisodium citrate catheter locks also available in Europe which are not allowed in the US. So the US looks very very good for CRMD.
PATH? You mean GAIN/QIPD?
Agree it was a decent call...a lot hinges on QIPD/US partnering, label expansion/possible settlement with Tauropham. These small deals and revs in Germany are not going to impact the bottom line anytime soon.
The highlight for me was:
In conjunction with efforts of our distributor, this tender has laid the ground work for what could be a much larger work to place a LuViva in over 60 women health centers throughout the country. The requisition for funding of this larger program has been officially made by the organizing body to the Ministry of Health. We hope to hear what the ministry’s plans are within the next few weeks, and we will share more details as they become available.
I'm assuming 60 women's health centers would mean an order for at least 60 instruments. That would be huge. Details within weeks.
I stand ready to buy if it dips below $0.40. Otherwise waiting to see what Gene has for us Wed/Thur. Kind of odd the way they split the results and the call no? Perhaps they're putting out some kind of news Wed that will take time to digest?
sentiment has hit a new low...no one even cares what it means.
Or maybe every crmd investor is so smart they deciphered the acronym on their own.
Nice to see it close above $2 with no "significant" news. If they find US partner, ink distribution deal or get label expansion we could easily start printing new 52 week highs.
This is weird - I just noticed the volume and thought for sure it was halted but it's not on the list.
"As a leader in the second generation of biotechnology, Intrexon is applying industrial engineering principles to synthetic immunology to potentiate important biotechnology platforms enabling end-to-end solutions for complex biologic challenges. In particular, the utilization of our proprietary RheoSwitch® platform may be especially advantageous in CAR-T treatments."
Wow Sam...I reckon you got a lot of dem book smarts I've been hearing so much about. I guess I'll buy me some of dat ziop.
No partner for CAR T means everything is riding on the melanoma and breast results. Those data are good (DRR better than 50%), the price jumps and JL can raise money at $4. Those data are so-so to bad and ZIOP is going to be in a world of hurt with the next potential catalyst GBM data which could take years to mature.
FDA approvals in sight? Wow, you are delusional. Only thing in sight is phase 2 data in melanoma and breast cancer, both of which would require a large phase 3 study and overall survival data to even file for approval. GBM is their best shot but phase 1 has not even begun yet. Let's be realistic here, Ziopharm is at least 3-4 years from having a product approved and that's if all the data is perfect and they move lighting fast.
And while this is a significant accomplishment, it's not the kind of news you would expect to drive the share price significantly higher. But I do think it will lead to partnering in the US which could be a big deal.
and remember who is responsible for what:
Duffy - commercialization/sales
Milby - commercialization/sales
Pfaffle - FDA interactions, CSO
Lefkowitz - financials, CFO
Then there's the 3 new people.
There is no real problem with delisting, it's tied to this derivative liability which will fluctuate with the stock price. They will eventually fix this issue but I guarantee you the company is not going to get delisted.
Ms. Tellez chairing audit committee, Mr. George chairing governance committee, Dr. P is the only "original" BOD member chairing a committee (compensation). Good to see the new folks stepping up. Let us hope they are as good as their resumes say they are.
I know it's ridiculous, I was half kidding half dreaming. Level 2 is definitely looking bullish for the first time in a long time.
It's been a long time since GTHP traded like it has the last 2 days. Maybe Cartright is working for GE and was hired to do DD from the inside, and now GE is going to acquire GTHP. Certainly seems like the perfect time for acquisition. The price is still cheap but regulatory risk has been mitigated significantly.