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TOPIC: Quarterly Call

Quarterly Call 26 Jul 2018 10:16 #12108

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What spin can they possibly come up with to counter the disaster RO?
Fas must be in total shock, he’s been low profile since it became public.

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Quarterly Call 26 Jul 2018 12:36 #12109

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No amount of spin can cover for this fiasco. As the saying goes.... You can put lipstick on a pig but it's still a pig.

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Quarterly Call 26 Jul 2018 17:16 #12110

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b767cpt wrote: What spin can they possibly come up with to counter the disaster RO?
Fas must be in total shock, he’s been low profile since it became public.

/

B-7, what do you want Fas to say when the ballgame is likely over on a stock that for him over the last 12+ years has been more than just an investment, but rather a part of his life - however, he is strong person and will be just fine - hopefully, his health will continue the improvement and he will find a new outlet for his efforts - all the best to Fas!

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Quarterly Call 26 Jul 2018 19:49 #12111

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Yes, all the best for Fas and appreciate his efforts in starting this board.

I know that you are into this heavy also as I am. Everything now is hanging on the French data being good and reported prior to Nov. My personal belief is that they tried to put too many coals in the fire. BARDA appears to be the most promising and should have focused on that. BARDA will most likely be their best shot at preventing folding their cards.
RS has been an absolute disaster with the market value knocked down from 18 mil to 4 mil in three months with it still falling. I feel they should have just let it fall to the pinks and kept the stock at what it was to avoid the shorts from capitalizing on the RS. I don’t see the advantage in keeping it on the NASDAQ unless that was a condition on the loan.

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Quarterly Call 26 Jul 2018 20:38 #12112

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b7
If they do survive it will only be by means of more massive dilution.
The debt is (imho) the only real focus . No matter what happens, time is up on the debt before anything else of real value.
Sad.
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Quarterly Call 26 Jul 2018 22:21 #12113

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I know Hedge, massive dilution is their only way out but as evident from the response of the last RO, generating investors interest for the massive dilution is very questionable. I’m doubtful that they will be able to generate enough interest to buy this risk to carry them through to 2020 where they may be able to generate some revenue unless they produce some meaningful and significant news. If they miss on the French data like the U.S., goodnight.
I remember you once said when I believe you were still positive on the stock, prior to the U.S. data release, that you would be horrified to see a market cap of 5 mil on this, well as you know, we’re there.

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Quarterly Call 27 Jul 2018 02:55 #12114

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b767cpt wrote: What spin can they possibly come up with to counter the disaster RO?
Fas must be in total shock, he’s been low profile since it became public.


B7- no I am not in total shock, but yes- very disappointed on the amount collected in the RO- net proceeds of 5.7 on gross of 6.7 seems also rather heavy. The key thing is also that - in my recollection- the Oxford deal was dependent on collecting minimum 12 Mio gross. That one seems to be off the cards now.
I am also chewing on the 8K that came out Wednesday - I do not get that one on conversion of Preferred C, but have at present no time and it is bleeping hot out here. Another point would be that they have the experience in PPS change from 2 former RO´s and could have predicted this- surely they must have sold some stock through Riley. We will know soon enough.:whistle:

Anyway- life is sheer fun at present with following my A´s - I get up every morning at 4-5 am local time, to see their magic live on MLB.com. Awesome. :yep:
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Board moderator and Site-owner. I still regret the day I started analysing the prospects of MacroPore (now Cytori) back in 2004- a left-over from the tech-bubble at that time from the century change in my portfolio- and became addicted to Cytori´s fat cell technology. :cry:
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