Monday, March 02, 2015 1:16:44 PM
1) The CEO was brought down by the SEC because of the publication of (apparently) misleading statements about the parent of parent Nanobeak, MSGI. My guess is he'll be d**n sure of anything he states at this critical juncture, in spite of the (deserved) heat he receives on these boards. I would do the same.
Sort of relatedly, I think that it's interesting that Scripps has opened its own hospital, just this year. This allows amazing patient access for research purposes that the paperwork and cost and time could easily kill at 3rd person hospitals...it's a perfect set-up to run the breath sensor examinations, and the results, if the sensitivity can be measured and analyzed properly, could be unfathomably valuable.
Breath signatures would also be a less invasive person identification mechanism than DNA, or at least another option, if the channels are as sensitive and number so many in 2.0, to collect the uniquenesses. It's like the diagnostic business is going into the people business without the middle man/hospital. Imo that bodes well for us at this tech juncture on the earth lol...
2) The other issue is that while this is a critical time, research NEVER happens at the speed or on a timeline that investors want to hear about-- in pioneering areas, as well as applied and refinement areas, the result can often demand much work that is unseen and time-consuming. A perfect example of this is the water-removal mechanism that is needed for proper reading of the VOC signature. I'm sure that took time and engineering and money in some amount not expected etc. Once some basic diagnostics are possible, though, every iteration and refinement adds serious value and market to this device. Wow.
Still bullish in spite of the loooooooong wait.
MSGI Nanobeak VNTH long
SD
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