Did anyone read the latest sec filing dated. 9/30. Someone is selling a few shares but what I found alarming was our outstanding share count had grown by 2 million. Probably initial payment for the CTCL program.
Did anyone notice Chris's colorful language in announcing this addition? A little more than what we r use to from him. Perhaps he's annoyed with our calling for his departure. Well then give us a plan and stick to it Chris. In other words stop bull shitting us.
No reason to look it up your question was rhetorical. I'm assuming and have always assumed Russia has the ability to hit any target in the U.S as do we have such ability to hit any target in Russia.
Yes it was tough when the board went down for a few weeks as there was no place to vent. I do plenty of that here and many times say what ever is top of mind out of frustration or concern. I don't necessarily undervalue bio defense I think the market does and think the market will continue to do so unless u have something like the ebola scare. Is the need for the bio defense real and serious u bet but the facts r thier r few companies looking to enter this arena and the ones that r do not seem to be in too big a hurry. That surely could change but my biggest concern right now is one to this point I have chosen to ignore. And its one any smart FA would tell u to be aware of: Management Stock Ownership. The guys winning all these government contracts have really failed to step up in a meaningful way in putting thier confidence behind what they r peddling us.
I'm not trying to be rude but hope's prob thinking about a post from puz who anyone with two brain cells can figure out is you. Really I'm not trying to upset u it would just be easier for everyone if we didn't have to try to play different identities.
What ever the intentions of the report r not relevent. They have orbe shield ahead of the rest of bio defense as far as approval was the point.
However they have a much smaller estimate for a procurement deal than the SNGX presentation. 450 million compared to 75 million.
I have some cynical opinions on bio defense as in they know how to apply for grant funding but the science is utimately flawed and the pace is designed to maximize as much as possible out of the awarding of the contract before reaching a phase where the milestones will not be achieved and the contracts voided. However, if u play thier game here and read the Griffin report Orbe shield although it appears to be behind the other biodefense products it is the first one they estimated receiving a procurement deal.
That is almost laughable. I'd a rather he didn't purchase any at all. That purchase says alot about how our CFO feels especially when your pulling down what he's banking. I hope we don't have to offer more shares at a buck.
They can't get squat out of thier Therapeutics division but there has never been a bad study or data in the bio defense yet no approvals or late stage development. Very fishy. I really am long here but feel like I'm being scammed.
The sad thing is Management will probably all get thier bonuses because this will be deemed a successful year because they wrote an essay that NIAID approved of. 6 years for Rivax. Come on they been working on it for more than 10 years now. Glad its orphaned and fast tracked. This is nothing but a feather in thier cap that they want to promote to try to drum up new investors. But move at a snails pace and repeat studies as to not risk losing the contract.
I'm going back and forth on this one. Got to find out if I just want this thing to be a winner or if it actually is. I could make a compelling case that this is still very undervalued but due lack of sexiness combined with a management that seems shady means we will always trade at a deep discount until value is more tangible. As u know my gut has always been telling me something isn't right here as in the story is too good to be true. Usually your gut is right. Dang it. Not sure when I will be willing to give up and move on here I'm still a little enamored with 942 and thermovax.
Zeng out with a small blurb on the contract but still has an outdated report attached to it. Its like he's not even aware of the changes. I guess the analysts don't even pay much attention.
6 years holy smokes. This could have been a nice segway into the robust 2nd half but its now the robust 2nd half of 16.