Porcine model results published Jan 2014, indicate 99% efficiency for new filter. Is it being used in P2 trials?
Long term - between 0 (drug failure) and $200 (drug works for MS and has other indications)
Short term - being taken down - either shorts, panic longs or smart money accumulation (underwriter?) perhaps in advance of analyst coverage? all imo.
Warma - overpaid by about 50% compared to similar companies. Plus - deal with Merck Serono (could ultimately be game changer), Negative - discounted financing. Seaman has clout to oust Warma if he is inclined but he hasn't. Seaman has also bought another 0.5M units (shares and warrants)
Thanks for the healthy, well deserved skepticism. If I may ask, what is your interest in posting here? Re. news in next few weeks - not necessarily clinical news, but news about insider buying, possible coverage etc. The market for small caps is inefficient. Eg - Anth hovered in the 1's for a fews weeks after announcing partnership, then newsletter picked up on it and it tripled in short period of time on heavy volume.
Re long term - if Merck Serono exercises option, then P3 will be cash flow positive. Eg PCYC went from $1 to $10 to $100 before FDA approval. Bob Duggan turned $10M investment into $1B during this timeframe (now over $2B). The money I have at risk will not impact my lifestyle if I lose it all, but has the potential to increase to eight figures if things go well. This is a very asymettric situation - yes the ability to lose it all, but also the ability to see market cap increase into the billions.
Cowen, a co-underwriter of SNTA's recent offering initiated coverage of SNTA. Management should push Roth to initiate coverage of DCTH or take their future business elsewhere
Why do you think Seaman doubled his investment in company? Agree that its been painful for long term shareholders and skepticism is warranted. But if drug works its market cap becomes multi billion $.
The use of term "next up" implies no news between now and june. I'd say the probability of that is less than 1%. Next up literally will be the indentification of insider buying by insider websites.
i suspect underwriter clients are selling shares so that they are left with warrants at very low cost. Of course they would like 55 c pps so that warrant would essential be free.
increased Iran sales pale against the consequences of hostilities in the straits of hormuz if there is no deal.. none of the gurus are factoring this into the equation.
about 1/3 their allotment. hopefully on right track, i encourage shareholders discouraged with company to contact Seaman - given his ownership he is aligned with us.
Because existing shareholders have preference. But they encouraged their clients to buy a few shares before eligibility period expired so that they could oversubscribe based on premise that existing shareholders would undersubscribel
Deal - slight negative impact on oil price (this scenario is already somewhat discounted)
No deal - not factored in. Immediate impact will be medium positive impact on price of oil. Unforseen consequences include taking out nuke sites and counterattacks closing straits of hormuz which could spike oil to $100. No one is looking at this scenario
top of the first. . i have many tickets and have brought family members on board. enjoy the game