No. The New Levon shares are really Sci-Vac (they will change the name and the ticker symbol eventually). Old Levon becomes SpinCo, a PFIC, and retains the mining assets. It wouldn't surprise me if PF merges SpinCo with PGLC (Pershing Gold) at some point in the future.
I'm so glad you post on this mb. Your posts are either informative or very funny, I enjoy both! Long OPK and other PF stocks.
"If there are any other health issues that get in the way Rayaldee could be very beneficial to them."
So not for post menopausal women that can use otc vit D but those with other issues.
Thanks miami for sharing your meeting notes - it's appreciated!
Agree, billy. DVAX vaccine is called Heplisav-B and indication is adults not infants. Sci_Vac trial is going for 2 doses only. From the investor presentation posted on the Levon website:
"Two doses of Sci-B-Vac instead of the conventional three may be sufficient to induce adequate seroprotection."
Would be interesting to know how these two vaccines compare.
Wish I could say I did but had to do the research. That's ok though, l love doing this type of fact finding. I spend many enjoyable hours researching investments. But OPK has so much going on it takes most of my time just to keep up! Long OPK and BRLI.
Hard to determine. Beckman Coulter was acquired by Danaher in 06/2011. They were 36% of Danaher's $19.9B in revenue in 2014. Would have to dig through Danaher's filings to see if they break down revenue to this level. However, may not be relevant because Beckman Coulter struck a partnership deal with IDL labs to offer PHI nationwide in 04/2014, right around the same time frame 4KScore was offered commercially. So Beckman is a subsidiary of a much larger company and using a partnership to distribute the test. OPK on the other hand will handle everything about the test in house including marketing and distribution with the acquisition of BRLI. Not to mention 4KScore has a much better AUC than PHI (.90 for full clinical model as compared to .72). If faced with the prospect of prostate biopsy which one would you rather have?
I'm a recent shareholder. While I'm not selling either I'm not happy that it will now take A YEAR of div's at the current div rate to get back to even if the share price doesn't recover. I am hopeful that management will use the raise wisely to grow the business and increase shareholder value. We need a pr soon.
I didn't know this information - thanks. I'm hopeful that BRLI merger will speed up microfluidic test development. Seems like there are tests such as the ones you listed that may not need much more development to be ready for FDA filing?
Meritas POC system is owned by Trinity BioTech (TRIB). Currently the only test is Troponin for MI (heart attack) emergency room diagnosis. Company has just recommenced US clinical trials with expected FDA submission 08/2015. Sounds like a very useful test if your in the emergency room with chest pain. But not the same patient group that will use Claros1 for PSA, testosterone and vitamin D tests. But with BRLI merger there will be many new tests developed so it's hard to say who the competition will be in the future.
Theranos holds their proprietary technology very tightly and has not allowed peer reviewed test comparison. Many in the scientific community are skeptical about Theranos technology because it's tests are not FDA approved yet and you have to go to a Theranos lab for your blood draw (only in AZ and CA so far, they have a long way to go to make their technology accessible). The reliability of their tests has not been verified. This is a much different business model than the POC model Claros1 will use or any of the other POC models. I haven't looked into TRIBs and Meritas but I will and will report back to this mb.
"Naked short-Selling" article by SmithonStocks is superb. Thanks for recommending it!