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  1. #17311
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    Quote Originally Posted by davflaws View Post
    Thank you. That is a useful opinion. So how does the end game go?
    dav, do not listen to Bal, he is always doom and gloom, the instos will always front up for any C R always have and always will as the upside for Biotechs is 10 fold when and if it comes, they know how the game is played in the U S it can be 10 - 20 years for all of the approvals to be granted , they recgonise, realise and WHEN they go bingo, who would want to miss out on a 10-20 bagger after holding for 10 years !!
    Last edited by whatsup; 03-10-2019 at 06:20 PM. Reason: additional info.

  2. #17312
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    Quote Originally Posted by whatsup View Post
    dav, do not listen to Bal, he is always doom and gloom, the instos will always front up for any C R always have and always will as the upside for Biotechs is 10 fold when and if it comes, they know how the game is played in the U S it can be 10 - 20 years for all of the approvals to be granted , they recgonise, realise and WHEN they go bingo, who would want to miss out on a 10-20 bagger after holding for 10 years !!
    I tend to agree. Unfortunately, I suspect Balance has lost a bit of objectivity over the years and for him (her?) it has become a personal crusade....most probably due to over indulging when Swanny blurted the "10's of 1,000's of tests" line...and then deciding to crystalise his (her?) losses.

    I just think it is safer and more prudent not to necessarily analyse the certain details of a start up biotech in the way you would analyse those same details in a well established blue chip company.

  3. #17313
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    Quote Originally Posted by whatsup View Post
    dav, do not listen to Bal, he is always doom and gloom, the instos will always front up for any C R always have and always will as the upside for Biotechs is 10 fold when and if it comes, they know how the game is played in the U S it can be 10 - 20 years for all of the approvals to be granted , they recgonise, realise and WHEN they go bingo, who would want to miss out on a 10-20 bagger after holding for 10 years !!
    Maybe they should go seek some funds from Softbank.... they know how to pick em.....

  4. #17314
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    Quote Originally Posted by Dentie View Post
    I tend to agree. Unfortunately, I suspect Balance has lost a bit of objectivity over the years and for him (her?) it has become a personal crusade....most probably due to over indulging when Swanny blurted the "10's of 1,000's of tests" line...and then deciding to crystalise his (her?) losses.

    I just think it is safer and more prudent not to necessarily analyse the certain details of a start up biotech in the way you would analyse those same details in a well established blue chip company.
    Rubbish.

    Anyone following this thread will know I sold out profitably.

    And anyone who decided to bail out after realising the deceitful ways of the company (where do we begin?) has saved himself/herself a lot of grief.

    And here’s the beautiful part - if they are so inclined, they can buy back now to obtain several multiple of the shares they sold!

    Meanwhile, the holders are defending the deceitful ways of the company to justify their folly! How pathetic is that? !!! ?

  5. #17315
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    Quote Originally Posted by davflaws View Post
    Thank you. That is a useful opinion. So how does the end game go?
    CFO and director with investment banking expertise resign (one abruptly and with immediate effect) during the midst of a capital raising (imo) - endgame will not be positive for shareholders.

    Recall what PEB said when John Duncan was appointed as a director?

    Well, everything has changed within the last 48 hours seemingly.
    Last edited by Balance; 03-10-2019 at 10:49 PM.

  6. #17316
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    Quote Originally Posted by whatsup View Post
    dav, do not listen to Bal, he is always doom and gloom, the instos will always front up for any C R always have and always will as the upside for Biotechs is 10 fold when and if it comes, they know how the game is played in the U S it can be 10 - 20 years for all of the approvals to be granted , they recgonise, realise and WHEN they go bingo, who would want to miss out on a 10-20 bagger after holding for 10 years !!
    Classic greed and hope at play.

    10-20 years? Then we all know that PEB’s management are totally and completely clueless and incompetent in the commercialisation strategy!

    And there are those here who still think it’s all the fault of others!

  7. #17317
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    Quote Originally Posted by Balance View Post
    CFO and director with investment banking expertise resign (one abruptly and with immediate effect) during the midst of a capital raising (imo) - endgame will not be positive for shareholders.

    Recall what PEB said when John Duncan was appointed as a director?


    Well, everything has changed within the last 48 hours seemingly.
    I understand why you think we are approaching the endgame (or in it), but what I would like to know is what you think will happen next, and what happens after that .... and so on.

    You are clearly very experienced and have seen the "end game" before. I haven't. So it would be useful for me to understand what the "end game" consists of. What do you think will happen?

  8. #17318
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    Holders....and I was for a while. Here is my perspective for what it is worth.
    PEB have been going at it for too long without much success. Technology will have moved on and when this type of test is adopted....it is unlikely to be PEB’s variant.

    There are a lot of decisions in the USA made around liability, it is a litigious society. With PEB, if something goes wrong, there is no large company for their customers to sue. No JnJ or Roche. This will put off potential customers. They don’t want to deal with a small start up NZ company going from cash raise to cash raise.

    I think the best holders can hope for is that someone buys the company. But it’s been to long for that. And getting longer. So unlikely.

    Anyway...that’s why I decided to exit. To preserve what capital I had left.

    I’ll be pleased to be wrong, but am not hopeful.

  9. #17319
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    Dont give up bal, dogged determination to save people losing their shirts on this one may not earn you a knighthood though.

    When shareholders decide enough cr is enough, there will be someone offering peanuts to takeover peb, even if it is only to get this thorn from their side.

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    Quote Originally Posted by RTM View Post
    There are a lot of decisions in the USA made around liability, it is a litigious society. With PEB, if something goes wrong, there is no large company for their customers to sue. No JnJ or Roche. This will put off potential customers. They don’t want to deal with a small start up NZ company going from cash raise to cash raise.
    And those few sentences there clearly demonstrate what such a sad and unfortunate society the mighty US of A has become. Their society can be likened to most of the charts that Technical Analysts stare at ... and that is the problem ... they lag behind! The benefit PEB's Cx Bladder offers is too futuristic for their society to get their heads around - especially when all they seem to be worried about is "who do we sue if something goes wrong?".

    In the meantime, their poor suffering population suffers unnecessarily...

    Actually, if something went wrong wouldn't they just put a tariff on NZ?
    Last edited by Dentie; 04-10-2019 at 01:50 PM.

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