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Puma Biotechnology, Inc. Message Board

rniesen77 53 posts  |  Last Activity: Jul 17, 2014 11:00 AM Member since: Mar 15, 2013
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  • Reply to

    Tick Tock Sigma Labs, Tick Tock!

    by indy5live May 21, 2014 8:34 PM
    rniesen77@gmail.com rniesen77 May 23, 2014 11:55 AM Flag

    Many investors feel this is taking too long. I hoped they would be quicker to market. It is also difficult to get so little news. When I feel this way I remember how difficult it is for a tiny company to develop a revolutionary product for large corporations. I have been there. Large corporations have their own time line and they know they are handing you a goldmine. They lock up your ability with non-disclosure agreements to go to the media because they believe the successes are their property. They take forever to announce their decisions. Why then stay invested in SGLB?

    The investment thesis is really simple. If when you read up and believe that PrintRite3D is unique and valuable, and agree there are many signs they are making real progress, then invest what you are comfortable with for when the price multiplies. If you don't believe move on. Here is why I stay invested:
    1) They have a mote -- Sigma's leadership is the very best in the world on weld-pool behavior, the key to metal printing. To succeed tons of data and experience is needed to build the algorithms. Read their material, you will see this. All the OEMs know that quality is an issue, but still none .... none ... have even alluded to a closed loop approach Sigma's key advantage for customers.
    2) They are getting it done -- They have demonstrated, just recently again with the Honeywell deal, that they work well with ultra-large multinationals who have billions riding on the success of additive manufacturing. They will spend 10s of millions on this technology once it demonstrates a ~25% increase in productivity (their target for GE Aviation).
    3) Investors believe -- Their price has consistently holds support levels like a much more mature business, not a typical penny stock. Among 3D printing stocks they have held their trend line better!
    4) They are ready -- On May 1 Mark Cola stated PrintRite3D would becoming out in the latter half of 2014.

    Your turn. Make you call and place your bets!

    Sentiment: Strong Buy

  • Many investors feel this is taking too long. I hoped they would be quicker to market. It is also difficult to get so little news. When I feel this way I remember how difficult it is for a tiny company to develop a revolutionary product for large corporations. I have been there. Large corporations have their own time line and they know they are handing you a goldmine. They lock up your ability with non-disclosure agreements to go to the media because they believe the successes are their property. They take forever to announce their decisions. Why then stay invested in SGLB?

    The investment thesis is really simple. If when you read up and believe that PrintRite3D is unique and valuable, and agree there are many signs they are making real progress, then invest what you are comfortable with for when the price multiplies. If you don't believe move on. Here is why I stay invested:
    1) They have a mote -- Sigma's leadership is the very best in the world on weld-pool behavior, the key to metal printing. To succeed tons of data and experience is needed to build the algorithms. Read their material, you will see this. All the OEMs know that quality is an issue, but still none .... none ... have even alluded to a closed loop approach Sigma's key advantage for customers.
    2) They are getting it done -- They have demonstrated, just recently again with the Honeywell deal, that they work well with ultra-large multinationals who have billions riding on the success of additive manufacturing. They will spend 10s of millions on this technology once it demonstrates a ~25% increase in productivity (their target for GE Aviation).
    3) Investors believe -- Their price has consistently holds support levels like a much more mature business, not a typical penny stock. Among 3D printing stocks they have held their trend line better!
    4) They are ready -- On May 1 Mark Cola stated PrintRite3D would becoming out in the latter half of 2014.

    Your turn. Make you call and place your bets!

    Sentiment: Strong Buy

  • rniesen77@gmail.com rniesen77 May 23, 2014 12:00 PM Flag

    ABC News has the article. It is a great validation of how unique Organovo's technology is relative to others.

  • Quote from the article: Queensland scientists sign deal to create 3D printed artificial mini kidneys

    "The research that's been used to create the scaffold for bone tissue at QUT is related to this research and just shows what can be done with 3D printing," he said. "What it means now is that our scientists can create in this case, kidneys, in other cases, bone tissue, using scaffolds that the 3D printer allows to be created."

    Organovo's scaffold-less approach (research this) is what differentiates their technology from other methods. This is marvelous substantiation that theirs is the most promising approach for going beyond simple tissue construction to fully functioning structures, e.g., organs.

    I am not trying to hype organ printing. It is clearly years off. But every step that validates an approach strengths my confidence in the scientific approach, and ability to execute, of a start up.

    Sentiment: Strong Buy

  • rniesen77@gmail.com rniesen77 May 23, 2014 12:11 PM Flag

    More for me!

  • rniesen77@gmail.com by rniesen77 May 28, 2014 3:30 PM Flag

    No news, just speculation. DDD is most likely not going to bite, but HP could easily buy them, get the patents to EBM, and run with the market.

    Sentiment: Hold

  • Reply to

    Its about the Scaffold - Queenland article insight

    by rniesen77 May 23, 2014 12:09 PM
    rniesen77@gmail.com rniesen77 May 28, 2014 3:36 PM Flag

    Good point!

  • Reply to

    Seeking Alpo and Motley

    by e7navy1999 May 27, 2014 4:21 PM
    rniesen77@gmail.com rniesen77 May 28, 2014 3:39 PM Flag

    Step and write the article you thing should be written instead of letting the "other shoe drop." You owe it to your following!

  • Reply to

    Its about the Scaffold - Queenland article insight

    by rniesen77 May 23, 2014 12:09 PM
    rniesen77@gmail.com rniesen77 May 28, 2014 3:41 PM Flag

    It appears that ONVO's approach holds promise. It is my understanding they have a scaffold-less approach or one that uses the cells themselves as the scaffold. But I am out of my depth. Please clarify what you understand and whether this is where ONVO can differentiate themselves. Thanks.

    Sentiment: Strong Buy

  • Reply to

    What if HP is after Arcam?

    by rniesen77 May 28, 2014 3:30 PM
    rniesen77@gmail.com rniesen77 May 29, 2014 10:40 AM Flag

    Interesting speculation. I was not aware that DDD has shown interest in SGLB. Did this come out in the press or company issues statements?

  • Reply to

    Anyone see the GE commerical

    by bhau2011 May 29, 2014 8:49 PM
    rniesen77@gmail.com rniesen77 May 30, 2014 12:55 PM Flag

    Yes, I did see it. It was quite cool. Did you notice the PrintRite3D scanning equipment on the side ... just kidding! But I did see the commercial.

  • Reply to

    Three reasons to hold the line with SGLB

    by rniesen77 May 23, 2014 11:56 AM
    rniesen77@gmail.com rniesen77 Jun 2, 2014 11:10 AM Flag

    You are obviously not loved. You need to find a hobby ... other than investing. It doesn't suit your myopia. Why rage at my conclusions with no facts whatsoever. Like I said, do your research and place you bets. Nasty posts won't get you any more returns. ... why did I just waste may time here. My apologies for dignifying your verbiage with a response.

  • rniesen77@gmail.com by rniesen77 Jun 3, 2014 1:30 PM Flag

    If you listened to Mark Cola's guidance on May 1, 2014, you will understand exactly why their expenses grew in 2013 and Q1. As an investor you should be glad they did. They are investing to take PrintRite3D to commercialization in Q3 or Q4 of this year. It is actually not complicated. They have spent since 2010 developing the right relationships to test and develop PrintRite3D into product that is salable to metals manufacturers for their highest stress, critical applications, i.e., aviation and aerospace. Reasons this is taking long include:
    1) Their timeline is not their own its their partners' -- GE, Honeywell, and others -- who operate to their own schedule
    2) PrintRite3D is a package of modules which each require development, testing, software programs, more testing, etc. One PR release made it clear that a lot of their consulting time is needed to perfect how the IPQ closed loop operates because of the many variables involved.
    3) They are stretched -- look at how many projects, both with partners and with the industry, they participate in. They are the one and only source for this kind of an approach because of their unique expertise.

    Would I like them to have had this done already and it cost nothing? NO! Why? Because then it would not be unique or differentiate them for long if it was that easy IMHO.

    My prediction, based on management's guidance, is that this is their breakout year and I don't want to miss the uptick.

    Sentiment: Strong Buy

  • rniesen77@gmail.com by rniesen77 Jun 3, 2014 1:35 PM Flag

    Sigma announced last fall they are working on their own 3D printer for metals. This article about a Lawrence Livermore National Laboratory new technology may fall under the technology agreement between the two organizations. [article excerpt follows]

    Google -- Entirely New 3D Printing Paradigm, Light-Directed Electrophoretic Deposition
    by Eddie Krassenstein · April 13, 2014
    If you thought that the current 3D printing technologies, such as FDM, SLS, SLA, and Jetting were advancing rapidly, then wait until you hear about this new technology. Researchers at the Lawrence Livermore National epd-1Laboratory have come up with a technique which could be described as an entirely new 3D printing paradigm.

    The technology is based on electrophoretic deposition (EPD), which has been used for nearly a century within the auto industry to prime vehicles before painting them. The way it works is simple. The body of the car is given a negative charge, while the liquid primer is given a positive charge. The opposite charges create a bond between the two materials. Other applications for EPD are for painting cermaics, and other materials, and even for depositting living cells on a surface. Up until now though, there has been no way to control where the materials would be placed. Manufacturers were only able to deposit a material across an entire object. There was no way to selectively place it in certain spots. ...

  • Reply to

    SGLB next big patent?

    by rniesen77 Jun 3, 2014 1:35 PM
    rniesen77@gmail.com rniesen77 Jun 4, 2014 3:36 PM Flag

    It is just conjecture at this point, but all of the pieces seem to fit. Given how little news gets out about Sigma's products, especially since they are so focused right now on PrintRite3D, this may just be what Mark and his team have up their sleeve.

  • Reply to

    High expenses; why this is good!

    by rniesen77 Jun 3, 2014 1:30 PM
    rniesen77@gmail.com rniesen77 Jun 4, 2014 3:37 PM Flag

    I guess this was supposed to pass as some sort of a useful comment but it sure has me fooled. Could you please reference your references. It is the polite thing to do by people interested in a meaningful exchange.

  • Reply to

    My take from an OLD LONG holder

    by gpls72 May 29, 2014 3:11 PM
    rniesen77@gmail.com rniesen77 Jun 4, 2014 3:41 PM Flag

    Well stated. I couldn't agree more. ONVO will takes its time, but be very worth it in the end.

    Sentiment: Strong Buy

  • Reply to

    SHORT - ONVO [$7.45] These Level's

    by chrisbar Jun 4, 2014 3:33 PM
    rniesen77@gmail.com rniesen77 Jun 4, 2014 3:41 PM Flag

    I like making money when the shorts have to cover. Keep your strategy up!

  • rniesen77@gmail.com by rniesen77 Jun 10, 2014 11:25 AM Flag

    ONVO is tracking more and more like a biotech than simply swinging with the 3D Printing stocks as has been said elsewhere on this board). Given that it is coming off a major decline how long will this last? I am counting on it lasting a while because ...
    1. KOL report on tissue efficacy as a better indicator of liver damage, and maybe other indications, should be coming shortly -- weeks if not one or two months. Anticipating a good report this will surely send the stock higher because it allays any of the short's contentions that this is a bogus company.
    2. Earnings are bound to start to climb given their recent PR saying they are responding early to requests for access to samples for early testing.
    3. Biotechs in general are rallying just at the time that ONVO is behaving more like one.
    4. Surprise announcements are a matter of course with management so I would expect something along those lines to hit the market unawares.

    IMO it is a good time to double down on ONVO. Their rebound is confirmed and the price is not likely to have a huge fluctuation from here unless a major, major correction occurs in which case all bets are off.

  • Sigma may be slow and their stock price has certainly disappointed of late, but this press announcement should be reminder to all investors that Mark Cola and his team are doing the right things. I have to remind myself that the recent price slide is not due to any news, but most likely money leaving the field for safe havens due to ongoing press about a market correction. This particularly can effect small and micro caps because of their perceived risk. However, just when all hope seems to be fading Sigma's grand strategy starts to reveal itself. I had not even thought about Big Data and Sigma before, but that was my not connecting the dots. In previous press releases they have made it clear that their closed loop process is incredibly data intensive because it is driven real-time by proprietary algorithms that feed directly the 3D printer's controls. This Adurant Technologies project demonstrates that their approach is to fully integrate with the largest, most commonly used, industrial strength manufacturing systems there are. This will make their solution unique and a slam dunk for the world's largest users of 3D printers to use because 1) it is unlikely that 3D Printer OEMs will invest in this level of integration of their non-closed loop QA systems when theirs do not use the level of data that PrintRite3D does, 2) no other company has demonstrated or even talked about have the depth of technical knowledge in this field, and 3) Sigma will be way ahead of the curve because being first to go this route Oracle, SAP, and the like will help them as much as they can so they can claim 3D Printer integration in this high profile field IMHO. My sense is this is a huge advantage out of the gate for them. Your thoughts?

    Sentiment: Strong Buy

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