shareholder meeting notes

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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karlwest

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shareholder meeting notes

posted on Feb 10, 2012 05:21PM

I attended the meeting today and here are some of my key take-aways (in no particular order):

leckrone was there and feels confident we won the markman
ptsc strategy is not to go after m&a but return equity to shareholders (divy's)
apple bought a MMP license but there was no further comment
we're close to spinning off pdsg
the entire BoD was gracious, genuine, thoughtful and respectful of shareholders
greater licensing activity should follow a positive Markman
judge ware will give defference to judge ward's Markman
tpl currently in active negociations with 100+ $1B infringers
leckrone stated he owns ptsc 3M shares

All in all it was a positive meeting but everything at this point is hinging on a positive Markman outcome (not new news, but that was the concensus take-away). I also want to point out that I remain optimistic about ptsc and our leadership. I believe Cliff and our entire board genuinely has shareholders best interest in mind.