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

Free
Message: Details of updates to PTSC Business Overview Presentation

Details of updates to PTSC Business Overview Presentation

posted on Sep 10, 2008 05:11AM

Hi All,

Sometime yesterday (9/9/08), PTSC uploaded an updated business overview presentation onto their website. Below is my documentation (IMO) of the slide by slide changes from the first August version to the updated September 2008 version.

Slide 1: Updated to September 2008 instead of August 2008.

Slide 2: Disclaimer Page

Comment: Same, no changes

Slide 3: Patriot Scientific Corporation

Changed: Updated market cap and share price to reflect Sept 5 data instead of August 15

Removed: (- Total IP Licensing exceeds $240 million)

Added: - data sharing and secure data solutions (software bias)

Slide 4: PTSC History Slide

Comment: Same, no changes

Slide 5: PTSC, a Company in Transition

Removed: - Build on MMP “Annuity”

Added: - Re-invest current, and future, MMP licensing proceeds

Slide 6: MMP Licensing Overview

Before: >300 potential licensees have been put on notice, 50 licensed to date

After: Hundreds of potential licensees have been put on notice, 50 licensees to date, reflects strong global licensing program.

Added: More than $240 million in licensing revenues through FY2008

Before: Licensing agreements preclude disclosure of contract details

After: MMP Licensing agreements preclude disclosure of contract details

Before: PTSC has been subject to stock price jitters

After: PTSC share price has, recently, been under pressure

Before: Heavy retail (near 90%), limited institutional investor base, lack of visibility to new licensees, inability to forecast future revenues, Becoming an operating company can mitigate these concerns.

After: Difficult to forecast future MMP license revenues, Limited institutional investor base….becoming an operating company can even out MMP revenue

Slide 7: Patriot Share (Bar Chart) of MMP Licensing ($ millions)

Comment: Same, no changes

Slide 8: MMP Patent Portfolio Licensees Growing (Slide with thumbnails of selected signed companies)

Before: Fifty licensees so far... – Over 240 million in total licensing in just 4 years!

After: Fifty licensees so far… - strong global technology licensing program

Observation: No changes in list of companies.

Comment: Order of Slide 9 and 10 are switched…

August Presentation Slide 9: Important PTSC 2008 Actions

September Presentation Slide 9: Patriot’s Key Objectives

August Presentation Slide 10: Patriot’s Key Objectives

September Presentation Slide 10: Important PTSC 2008 Actions

Changes to Patriot’s Key Objectives: Slide 9

Before: Pursue full M&A opportunities

After: Full M&A opportunities

Before: Build a company with revenues and profits in growth markets

After: Build a company with expanding revenues/profits in growth markets

Added: Scheduled new investor fund meetings and conferences

Changes to Important PTSC 2008 Actions: Slide 10

Before:

-Announced plan to acquire Crossflo (data sharing S/W) by 9/1/08

-Active evaluation for minority interest in “video to mobile device” s/W company and “text database search and analysis” S/W

After:

- Acquired Crossflo Systems, Inc (data sharing S/W) on 9/1/08

- Acquired a position in Avot Media (19.5%) – video to mobile device S/W

- evaluating “text database search and analysis” S/W

Slide 11: PTSC, a Company in Transition

Comment: Formatting cleaned up, font different and in “bold”

Before: Patriot Scientific Corp PTSC

After: Patriot Scientific Corp (PTSC.OB)

Added: Avot Media (19.5%)

Slide 12: Patriot’s Future View Secure Information Sharing

Before: Multi-Agency or multi user, database integration

After: Multi-Agency or multi user, database (information) integration and sharing

Before: Healthcare- hospital/physician management, medical records (EMR)

After: Healthcare- hospital/physician management, medical records (EMR/EHR)

Before: Financial database integration

After: Financial institution database integration

Before: Crossflo, Talis, SSDI, other under consideration

After: Crossflo, Talis, Avot Media, SSDI, other under consideration

Slide 13: Integrated Inter-Agency Secure Information (i.e. the circle slide w/o the connect the dots on it)

Comment: Same, no changes

Slide 14: Integrated Inter-Agency Secure Information Solution - $2 Billion+ Market

Comment: Same, no changes

Slide 15: Integrated Healthcare Information Solution

Comment: Same, no changes

Slide 16: Integrated Healthcare Information Solution

Comment: Same, no changes

Slide 17: Patriot’s Other Product Aras of Interest

Before:

- Other data sharing/security software applications

- Video content delivery software

After:

- Data sharing/security software applications

- Government /healthcare software support and services

Slide 18: PTSC Board of Directors

Before: Assessing new board members with strong industry experience

After: Assess new Board members with strong industry experience

Slide 19: Finance Update – End FY2008

Comment: Same, no changes

Slide 20: Strong Cash Position (Bar Chart)

Comment: Same, no changes

Slide 21: PTSC, a Company in Transition (Side by Side Pie chart )

Before: Today/Future

After: Past/Future

Slide 22: Conclusion

Removed: - > $240 million in IP licensing (removed because it is mentioned in Slide 6 now)

Changed: $100 million market cap is now updated to say $90 million market cap.

Before:

- Initial transactions underway:

· Secure data solutions

· Data and information sharing technologies

After: Initial transaction completed:

· Secure data solutions

· Data, and information, sharing technologies

· Healthcare, government, public sector focus

- Imperial Capital engagement

- Aggressive institutional investor IR effort

StormKing



Share
New Message
Please login to post a reply