My Thoughts On Itonis' Emesyl And PPS-
Let's assume Itonis Holdings is telling the truth and being accurate in terms of all their developments so far (many of which we have evidence per records/federal docs and filings/pics/etc). And let's assume that they only are doing the stability testing because it is required or was requested by a retailer before making an order (why else spend extra time and money if one doesn't have to?)....
First, no small Mom & Pop shop is making a bid deal about stability testing and shelf life. If Itonis is doing a stability testing process for Emesyl, and per their knowledge of such process I believe they are, then that must be to satisfy a large corporate type of entity - the type of entity that has guidelines that all product-submitting-companies must have completed in order to have a saleable product on their (the retailer's) shelves.
Second, assuming my first assumption is correct (which if you apply math to behavior then it is), then we combine that knowledge with *assumption of truth in Itonis's statement that they have "letters of intent" from purchaser(s)", and you come to:
Third: Itonis Holdings has an order of some size (unknown) pending the finalization and outcome of the stability testing. The most important unknown is not what retailer(s) (because remember any retailer requiring stability testing is not a small one), but rather - how large is the first order? I would not imagine the first order to be very large as it would be a test order, but this leads us to:
Fourth: A-Once Itonis can publish that they have their first order concreted, pps will be effected immediately, regardless of size of order; and B-If the initial order is purchased by consumers fast enough then there will be an expanded re-order, which hopefully will tree-branch off from there; Lastly "B" is mostly a matter of marketing effectiveness, not product effectiveness. Think about how much garlic/vitamin C/vitamin E/fish oil/acai berry/etc. products sold due to hype and placebo though they had undetermined degree of effectiveness in lab tests much of the time. Packaging sells products even better than results do often times, and luckily Emesyl does have some pretty attractive packaging.
Final thought: I'm not expecting anything big fast, but I am expecting something very big at some point. My guess is that if I never looked at the pps of ITNS for the next 60 days I probably wouldn't miss much, but come early 2015 we could be in for a real ride. All imo.
*Assumption of truth - This, to me, is the only valid leap of faith an investor needs to take regarding that which has thus far been reported by Itonis in regards to Emesyl. I believe all else that they have reported in regards to Emesyl steps have been honest and/or are actually verifiable. It is this leap of faith that some here may choose to argue whether to take that leap or not, but that arguement can only be proven or dis-proven by time, not discussion. My advice to an investor would be: Definitely invest in ITNS, but modestly for now.
