I’m in the same boat you’re in concerning IMUC’s upcoming trial, sorry, lol.
You want a simple answer to a complex issue and even if I gave an answer it would be an unreliable one because it would be based on a small amount of data and although I question ideas, giving the impression I am negative on IMUC sometimes, in reality, I am favorably biased toward IMUC. I just like to have an understanding of what’s going on and question anything when it comes to my investments in hopes of avoiding a disaster.
But here, I think you’re asking the wrong question anyway, lolo, but perhaps not, depending on your risk tolerance. Instead of asking about the test results, have you considered what the best risk/reward proposition might be? I’ll come back to this in a second.
I finally read “How Do You Fake 7 Of 16 Five-Year Glioblastoma Survivors?” by Springer and I have not paid attention to this person because I don’t post on Seeking Alpha a lot and I am not familiar with his writings but people have mentioned him a few times in the last few weeks on this board so I sat and read it.
I wasn’t happy lololololl, and he really didn’t add much to the IMUC conversation on that piece because I could have gotten nearly the same info watching that 2012 CNN video”Vaccine offers hope for cancer patients” on ict107 where the patients are doing really well a few years out from being treated for GBM but again it boils do to the reliability of such a small sample in a Phase 1 trial.
if you bought shares and thought you were going to avoid the price swing, you are very very foolish.
My problem with that particular posting of yours was that you can't go off a ph1 study as a sole investing thesis.
The other problem I have and its not related to you is that the promoters keep going back to that ph 1 study and many retail investors do understand the limits and reliability of a ph1 study. Most of them do not have a firm understanding of basic DC technology.
What I am saying here is that these investors are reading promotion material looking at these fantastic results without understanding the flaws and limits of a ph1 study and get suckered in.
That website I provided was a nonbiased EDU video produced by a leading researcher, it would help someone gain a basic idea of what all these DC companies are trying to do. So it could help people get into the conversation with not only IMUC but other companies working in the DC space.
I read your comments of “what does this have to do with IMUC?” and I scratched my head and moved on.
But telling people to go off that ph1 study without telling people of the drawbacks of such a study is irresponsible and this is another issue I have with promoters.
Stay away from the promoters, the Seeking Alpha promoters and bloggers. Anyone that isn’t willing to consider the other side of a trade whether bull or bear isn’t giving the whole picture.
TSLA is one of those momentum stocks like Apple, CMG, amazon and netflix.
A lot of people wondered how low it could go when the momentum was taken away, so we'll find out.
but the trend with these other stock is they get killed then rally hard. Netflix, we know about. Amazon reported I think it was 2 or 3 quarters ago and went down over 25% in the after hours but rebounded, CMG got wrecked a few quarters after reporting but look at it now, and everyone knows the AAPL story.
These companies are like biotech, big ranges so you need to be able to tolerate the swings while keeping an eye on the longterm picture.
I would spend more time trying to figure out what the company has to offer rather than what the stock price is doing so you can figure out the pros and cons of the company and evaluate it. The hype and news stories on the networks are practically worthless. And if you don’t understand the car industry I don’t see why you even would get involved in it. Too much retail hype either way and not enough time spent learning about a sector and a company is bad. But that’s the world we live in, trade, trade trade zippo on the research but lets ride the trend. Lol.
A lot of shareholders will not have the experience or expertise to deal with the swings so it might be best to search for a well known etf that has a high percentage of Tesla in it with high liquidity and call it a day. A website called “ETF Channel” has a large listing of such etfs but I would look at other places for info.
I don't know enough about TSLA and I don't have an interest in it, but I don’t think the story is over because traders decide to sell shares. I would just watch to see how low it could go before finding solid support range.
but really, who's paying for attendance for all those dermatological conferences? the hotels, the meals, the flights? How many major dermatological conferences are there in a year?
Nevermind this is just another example that the kiddy traders are getting back into imuc again and want attention and time.
Time for another little vacation here. I've said all i can say and done all i can do, its just a matter of the results and you people not getting greedy by heavily loading up a position and worrying about it.
the expenses were addressed 2 calls ago by Coradini and we will see if management can hack into the expenses here soon.
I'm thinking those termination fees on the last call weren't for nothing, but we'll see.
Management needs to show direction and realistic expectations. they need to focus on their customers -the dermatologists and win their support, the conferences and targeting the general public hasn't worked, they need another approach.
but to answer your question, i don't think its going to be $6M a quarter for long but how low and will it give them enough time to win over the doctors? i don't know.
this board has addressed Yu's options/sells in the past, i suggest you type Yu in the message board search and read what people posted awhile back instead of "going down that road" again, and again and again, its the same thing.
This is an extremely negative perspective on the company, and I think this is just as bad as having an extremely positive vision of the company, both aren’t productive.
Last quarter was very productive with the board shake up, but now I need to see the year over year revenues numbers continue to increase but the number one issue here is the expenses.
If management can shave expenses down I would be happy Management also has to be more vocal with these expenses and the direction of the company.
lololol I follow this stock on a regular basis and I can't even find anything on what they're spending over $1M R&D expenses a quarter on!!
that shouldn't be an email to Mela IR, this is a medical device company whose management should be putting that info out on a regular basis.
just shows that management still has many flaws.
do research, stay up-to-date on company/sector current events and try to stay ahead of people publishing their opinions. not hard, just means being involved in your stocks.
and who's Jessica Simpson? that name sounds familiar but i really dont remember who that is.
hmmmm nevermind, but i do remember the names of WTW management who tanked shares on their end of the world guidance and how they are working day and night to save the world from the boogeyman.
Hopefully the next quarter is descent and management looks silly with that guidance and we can boot them on the proxy for creating this end of the world hysteria, but ooh someone owns more than 50% of the float, maybe we cant.
going much lower, offering coming, much lower. 50s easy in 3 months. I'm guessing management is talking to someone to do the next offering soon if they haven't already.
So what would you offer shares at 60 cents ? 55 cents? Whatever the price is there will be downward momentum after the offering.
Shares need to pick up steam and they can do this by increasing the year over year revenues to attract growth investors and cut down on the expenses which both Gulfo and Coradini had trouble with.
getting the balance sheet under control should be priority number 1, not talking about revamp projects or making the expenses grow.
Besides the expenses not getting under control, what also bothered me about that call was Coradini talking about far reaching enhancements to the machine.
That really didn’t make me happy because management is still ignoring the problem of finding a way to turn a profit with the MelaFind as is. And now they want to try some grandiose changes to the machine? Ugh. The stock dilution would probably be incredible to develop a machine like Coradini described even with the current foundation of the machine and I’m guessing then we’d have to go through the FDA process allllll over again!!. Lolol
That’s not what I want to hear right now, that whole pitch sounded more like trying to get the attention of big companies thinking about MELA as a takeover target but I’m thinking management needs to improve the balance sheet to even be seriously considered.
MELA will need at least two more $25M yearly offerings with these $5M+ quarterly expenses.
That’s a lot of dilution for shareholders, like I said before, the only way they cut the expenses down is to shutdown one of the markets, whether US or Europe and since it’s a US company I’d drop Germany, focus on clinical studies to sway dermatologists to use the machine and stop wasting time and money on Rachel Ray or some other TV personality show looking for endorsements of the machine. I wonder how many dermatologists actually watch her anyway? Hmm, nevermind, but the point is MELA needs to focus on dermatologists and not the general public.
So they could do one major offering and take that money and buy themselves some time and plan more.
Anywho, back to this R&D stuff, I was listening to one of the calls and management was claiming the in house training was expensive and time consuming . . . keeping sales numbers down. I haven’t taken the time for a demonstration of the machine because my holding is so low but I do not understand why this machine isn’t “dummy” proof.
What I mean here is if my camera is out of focus, the camera gives me a warning before I click for the photo, just curious, what on the machine actually helps users from making mistakes and assist users in how to properly use the machine? And I also thought Mela Sciences had a computer interactive training program to cut down on the training time?
But I’m curious to see what this R&D expense is and what plans management has in developing the machine if any.
Dont say "never" you're going to jinx us. there is always something out there that's unexpected and could hit shareholders. Look at AFFY as a popular example, everybody thought it was fine. . then.