Mosaic ImmunoEngineering is a nanotechnology-based immunotherapy company developing therapeutics and vaccines to positively impact the lives of patients and their families.

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Message: Reality Check......

Reality Check......

posted on May 26, 2008 05:59PM

If I were you guys I would stop worrying about what some anonymous internet poster says and start worrying about the company that's holding your investment. It's become pretty damn obvious to me that virtually no one understands/knows what they own, including myself. You can blame every forum poster on earth but at the end of the day the company is the only entity that matters. I would say based on recent developments that most investors put way to much faith into every word Dan Leckrone and TPL have spewed. All along forgetting that they too are engaged in a war of words with potential infringers. Everytime Alliancense spoke of the MMP strength people assumed that translates to hundreds of millions per license yet no where have I ever seen PTSC or TPL place a value on individual licenses. The "Business Resolution" terminlogy and every other word in the settlement PR could have just as easily been concocted by TPL as the J3. It appears to me that Ease's theory is becoming much more likely than anything else put forth. TPL did not want to risk going into the gun fight holding a knife knowing darn well that in a few weeks they may be able to trade the knife for a double shotgun.



The more I've thought about it the more it's all starting to make sense. I sat on a jury in Marshall once as the alternate. It was the state court. The case was your typical waste of taxpayers money. Some girl suing another girl claiming she keyed her car in the grocery store parking lot. As I sit here and think about the plaintiff and the defendant I also start to think of my fellow jurors. I imagine now sitting as some high power patent attorney sifting through the same potential pool of people. I picture myself trying to explain incredibly sophisticated and complex patents to a lay person. Knowing the USPTO hasn't ruled and I'm playing primarily on the "Markman" card. Applying common sense does make you start to wonder about the risk/reward. Do I want to be another Forgent or do I reach a "Business Resolution" and fight another day? From personal experience I would have to think VERY hard about letting the common person decide the validity of my patents. I'm as dissappointed as anyone but to continue making up all these theories to fit your hope/belief is silly. Has anyone ever thought that perhaps the company is still engaged in a strategic war of words? The word play may be less about keeping investors guessing and more about keeping the opponent guessing. The end goal is to continue generating new licenses, correct? The MMP was, up until the last few weeks, still collecting millions in revenue. I don't see anything, outside of an adverse PTO decision, stopping that. Everyone just needs to come back to earth and free yourself of the "hundreds of millions" burden. I believe we got a Reality Check that's all.

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