Re: ... keeping it simple...
posted on
Nov 06, 2017 11:46AM
kelsee, good points.
I distinctly remember the the point about Don saying he was talking to BP but not getting through to senior levels. I would imagine that the people who attend the various conferences on the BP side would be the junior scouts sent out to keep an eye on developments but I really don't know. Perhaps there are senior people attending, at least on the investment side.
On the credibility side of things I would have thought that factors that would offset Don and the lingering aspects of the ASSURE failure would be things like the quality of the scientists on the steering committee, 5 DSMB positives, FDA approval, the significant post hoc research including insights gained re the MOA, the positive, independent scientific papers on other indications, the New Zealand trial and the list goes on. But the offsetting uncertainties like financing, LOC, ownership structure, delays in the FA and BoM trial, etc seem to be holding back demand for the stock. No worries for me because I remain long on the science.
True innovation in any area is always a hard sell and by the time most investors see it they are looking at the tail pipe. That is just human nature. For most comfort and security comes with predictability. I believe that epigenetics is breakthrough science hence not quite yet in the relm of predictability. In addition it is impossible for the vast majority of people to comprehend.
A positive FA will help and then it is just sitting back for 18 months or whatever it turns out to be to complete BoM. Lots will happen in between.
This is a great time for the quick buck, high risk types to pick up 10, 20, 30 thousand shares and then cash in when the financing and FA are resolved.
It's Nov 6th so it is going to be an interesting time between now and the AGM, Dec 26th (or before) and an FA hopefully n Q1 2018 or sooner.
Cheers to all. Enjoy the ride!
Toinv