Read and posted this months ago, I feel it is relevant to your feelings towards institutions. Really outlines the opportunities, possibilities and importance with this Kaiser User programme.
http://kaiserpermanentecarestories.o...ore-it-spread/
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Read and posted this months ago, I feel it is relevant to your feelings towards institutions. Really outlines the opportunities, possibilities and importance with this Kaiser User programme.
http://kaiserpermanentecarestories.o...ore-it-spread/
It's not a 'black swan' given that you have identified/anticipated the event (or possibly its probability), but cannot determine the effect (on SP etc).
I don't actually know how to go back and find my posts but I gave a fair amount of warning (around the same time as Snapititi) that the price was drastically over-valued relative to the historical market-cap trajectory's of comparable companies. I remember it falling on deaf ears at the time, but I guess the market proved me right.
That said, I still think PEB is a great company with a great product and at it's current price it's a more reasonably priced speculative investment. I also think they have made considerable progress in the last year, in terms of both their IP and marketing efforts, meaning that the stock has slightly de-risked. Be warned though, there is still a very high level of risk with this stock..
Yes, the amount of IP is increasing steadily too with a new patent coming every few months, that perpetual access agreement to the University of Otago research has value in itself also, as do the other relationships they have with the likes of the Ludwig foundation.
I don’t know if Pacific Edge are a serious takeover target right now at present, management have certainly suggested that they are, it could happen though in one of two ways, another company may want and desire their biomarker set and general development expertise, or, they could be a takeover target as a going concern, or some combination of both.
Certainly the expanding biomarker set they have across multiple cancer types must be ever increasingly attractive to others, especially the bladder cancer and colorectal biomarkers which have been demonstrated by clinical trials.
It would be satisfying as a shareholder to see the melanoma and gastric products enter into clinical trials within the next 12 months.
That may just double the demonstrated biomarker set, and make them attractive also at that point as prospective diagnostic companion partners.
Everyone is knocking around the same topics over again--the mod had to tell you to stop with your ''banner of great things to come'' after the 3rd? time---Its what happens when there is no news---Everyone knows the product is great--everyone knows what the best case scenario would be for PEB..ie-what they want--but whether it works out--whether they deliver--no one knows that---alot of time has passed and there are doubts...no sense getting worked up about it
Do not agree with that at all.
MAC made a well constructed list of achievements so far with a clearly defined cut off point between past events and future known goals.
Very useful for a quick rundown of progress so far which could be regularly updated if things happen. Especially helpful for those punters who dont have the time to wade through masses of argument.
It was not, nor was it intended to be, a" banner of great things to come".
Hopefully that was a tongue in cheek comment.
Still reckon that list should be made a sticky at the start of the thread.
My point was after the third time I think most got his point --if you need to see it again im sure you can find it
After that amount of time it graduates from being information to promotion--
Should be fairly easy to find - I have a copy printed and sitting on the wall.
There is also a big marker pen alongside for ticking off things as they occur and a smaller one for adding things that come to light as goals.
When the big pen is all used up and the smaller pen has dried out from lack of use, good time to sell.:)