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

Free
Message: Why Would PTSC Make This Statement If It Was Not True?

Compared to other investments, say big board conglomerates or NASDAQ giants, there is relatively little news or transparency with PTSC.

We know now from the recent PR that many conpanies broke off negotiations and were awaiting the outcome of the USPTO re-exams. Do you think that this fact had anything to do with the gap of time with very little news reported? That is there wasn't much news to report during this timeframe? As far as transparency imo PTSC has provided transparency when there has been somthing to show us. PTSC did not know what the USPTO process would leave them. Were the patents going to be strengthened, weakened or even rejected, they did not know. So what transparency or news did you think they should have been reporting during this timeframe?

Slow down there, my point here was that I have little else to go on so for PTSC so I spend time at Agoracom where with other more active companies I am satisfied with more traditional means.


Of course I have equity positions in other (non-competing, non-related) companies. But PTSC is the only substantial OTC/BB holding. My main strategy is not OTC/BB stocks but "blue chips" and larger growth companies.

Looks like you also recognize the potential of PTSC.

I don't like the OTC/BB, actually, but PTSC is an great exercise and an intriguing holding. Don't misconstrue the fact that I hold PTSC to mean that I endorse or recommend it.

So I can't regularly sit down with 10 pages of news and data with PTSC like one can do with say, UTX or CBI (and believe me I do). So for PTSC I sometimes stop by Agora. There are good nuggets here occasionally. And often there is plain bad information or dangerous speculation. While I can't always provide new insights on new developments (because they are often few and far between) I feel I can still contribute by refuting the bad and dangerous.

And just what makes you so special that you know what is bad information and dangerous? All big companies grow out of little companies. I used to work at a fortune 500 company that started as a side business in a garage. They have to come from somwhere. Why is it such a stretch to believe that PTSC can't be one of those companies some day? You said this is the only OTC/BB company you have a substantial holding in so obviously even you see potential. Just because someone else may see more potential than you does not make their beliefs wrong because you may be the one that's wrong and they may be right. Time will tell.

I know predictions of "$1 by Friday, woohooo!!!!" are bad. I know improperly parsing PRs to indicate any number of things is dangerous. I'm not special. I'm somewhat unique, apparently, in that I don't root for PTSC like Domer roots for Notre Dame. Blindly, loyally, and fanatically. It's the only OTC/BB because I don't like OTC/BB and only feel comfortable one substantial holding. It is still a rather small % of my overall portfolio.

Someone who sees potential because they want to see potential and because they have "beliefs" isn't basing their decision in fact. I am only comfortable with fact and reasonable conclusions. I don't deal in belief, hope, faith, or charity when it comes to stocks. I don't advise anyone else do it either.

Groener and his penny ante acquisitions? His PDSG pie chart? Does anyone really believe that PDSG has more potential for the next 10 years than the MMP?

This pie chart was made prior to the revalidation of the 336 by the USPTO. licensing had stalled and the license fees came down as a result. RG's pie chart imo was based on what he had to work with at that time. If the 336 patent had been rejected by the USPTO, would this pie chart be probable? Now that the 336 has been revalidated and PTSC can now put a value on the MMP, I believe we will see a new pie chart in the near future which shows a large increase in revenue as compared to PDSG.

So are you saying he had given up on the MMP?

It's sleight of hand. A shiny bauble for the faithful to oogle. And at the time he presented that chart I argued here that it didn't indicate a larger PDSG share but rather a greatly diminished MMP share. I was shouted down. I was told that PDSG was the hope of the future and would far eclipse MMP. I argued, and still do, that the MMP is the only thing investors should be paying attention to. Take away the MMP and PTSC is way overvalued.

On this I will admit I'm not sure nor do I have the legal or EE expertise to judge. The fact that they haven't been granted a decisive victory to date is worrisome but the fact that it has gone on this long indicates more than just smoke and mirrors.

The Markman was in our favor but we know that the reexams hampered TPL's ability to take the J's the distance. Again don't you think the lenth of the reexam process has had somthing to do with how long this has been taking?

Meanwhile everyone else has been waiting. The question I was answering was about the muscle behind the patent. I think I answered it. You actually support my answer; the re-exam and subsequent wait continued to weaken the PTSC/TPL position.

However, most worrisome is that it seems that with decreasing licenses and the ho-hum rate of signings (to date) far more qualified agents (corporate legal counsel) aren't convinced.

Perhaps you missed that the 336 patent was recently revalidated and strengthened by the USPTO. This just happened a few weeks ago. Since then they just anounced three more signings in one day and the PR stated that the license fees are going up and some companies are electing to make payments over time due to the increase in license fees. Also that hundreds of companies are reengaging licensing talks. So does your statement above in bold qualify as outdated and bad information? We shall see.

Unless you have different information, rather than speculation, no, my statement is not outdated. Three licenses at once does not mean three every day. And there have been "hundreds of companies on notice" for years. PRs have ALWAYS promised escalating license fees. Same old story. Forgive me if I wait to see some real numbers before declaring victory and buying my moon suit.

I answered some thoughful questions from biajj in a manner I thought was appropriate and I hope helpful. I don't want to go tit-for-tat with you. It is like arguing religion.

Best to you as well.

Share
New Message
Please login to post a reply