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Am I the only one who thinks it's suspicious the link dissapears right after we start talking about it?
I see that, I tried to get a screen shot to post but I can't keep the side window up and open the snipping tool at the same time.
Skip to 2 minutes! QuantumOnTV
Sorry this response is slow, I was away on vacation for the past 8 days. You should continue to read about Quantum imo. Have the consideration to search through here so you don't rehash covered topics. I do apologize for mistaking you for a total newb, it was the first the post for your user name on iHub and you asked a question that would have been much better suited for IR at Quantum. Just FYI public companies will answer most questions you have.
I sent your question to Quantum's management. (Who would purify the niobium.) It will be neither Molycorp nor China. Obviously the interested companies would be responsible for mining the niobium but they would also be responsible for building a facility to purify it in house. So more good news, in house purification if a deal is cut.
Walter, I think you should send him a case of America's finest
Boons Farm
Thank you for taking notice ProActiveTrader. If you don't mind could you shoot me an email? inversor86@yahoo.com
iHub will not allow a private message to go through.
Thank you,
Michael
Sometimes no news is good news. I didn't expect to hear anything within a month from the SHM but I thought the pps would hold up a little better. But most of the investors are over saturated by now. This time last year I remember shares were .76 cents. Considering how lwlg has evolved since then I took the opportunity to add some shares this week. The potential upside from .85 is very appealing.
Several points are made in that article. It starts with stating that the Department of Defense financed Avita's FDA trials. The exact amount the U.S. Gov gave Avita was 1.45 million. They did it to speed up the time frame in which it would be available in the US and A, greatest country in the world. Thankfully that spared us dilutive financing. It is great indicator when the U.S. Government gives money to a company in a foreign country to get the technology here.
The author criticized the method in which Avita is bringing Re-Cell to market. It's approved in 40 countries which is great but they've spread the marketing thin. The alternative would be set up in a limited amount of countries with heavy focus on use. I think it's more strategic and long term focused to go wide and thin in this instance. I believe Avita made this move knowing that the FDA trials would be a success. As anyone who has invested in a medical company going through FDA trials knows it's the Holy Grail. A make or break. It doesn't matter how many other countries accept it, if the FDA shoots it down it will hit your share price hard. When Re-Cell gets FDA approval it will create a huge jolt of positive global interest and since it's already available practically everywhere there will be no downtime getting in the hands of doctors and onto the bodies of patients who need it. That's the way you do it.
Re-Cell compared to Skin Grafting is like comparing an iPod full of music to a record. Something this good will make headway with or without marketing. Everyone I've showed Re-Cell to has been impressed, but no one considers how horrible skin grafting is. Watch this and then consider Re-Cell as an alternative. Also consider what they took off his head to repair just a small amount of damaged skin. A sample smaller than an eraser head would of taken care of that if they were using Re-Cell. This is like using Penicillin instead of leeches in my mind.
Last topic, Wilson HTM has a target price of what would be $7.80 in the U.S. This is pretty close to the $8 I was expecting with FDA approval. Wilson's been in business for over a century and manages around $11 billion. I'll take that.
Hopefully someone reads these, if not, more shares for me. I picked up an extra 500 this week.
Thanks Buz. Thumbs up for the Nucky avartar.
Avita's U.S. Trials May Hold Key To Re-Cell Adoption.
From lifescientist.com
Clinical trials funded by the US Department of Defense could give Avita Medical (ASX:AVH) the data needed to stimulate take-up of its ReCell spray-on skin product, says report.
Major US clinical trials of Avita Medical's (ASX:AVH) ReCell spray-on skin could provide the impetus needed to stimulate adoption of the technology in the medical community, a recent report suggests.
A feature published in OzEquities today questions why mainstream adoption of the ReCell technology – which involves using a patient's own skin cells to create a skin graft analogue without the risk of rejection or scarring at the skin graft site – has been such a long time coming.
OzEquities stipulates that rapid regulatory approvals and the immediate success and application of the technology may have hampered more widespread adoption.
The company originally set up to commercialise the skin culture technology, Clinical Cell Culture, pursued a strategy aimed at maximising the product's commercial availability. The underlying CellSpray technology has been approved in 40 countries.
ReCell has so far been used on more than 4,500 patients, including on victims of the Bali bombing in 2004.
But OzEquities suggests that targeting 40 countries at once with marketing efforts “rather than seeking out the approval of the handful of prestigious surgeons in a few leading hospitals in the developed world” could have been detrimental to take-up of the technology.
“The product was officially accepted in 40 countries. But take up by the medical profession, in the absence of trusted leading professional opinion, did not happen,” the report states.
Investors became disillusioned with Clinical Cell Culture's progress, and its share price sank. This led to the merger of the company with Visionmed and its renaming to Avita Medical in 2008.
Certainly ReCell has advantages compared to traditional skin graft surgery. The method requires just a 1cm2 sample of a patient's skin, can be performed within 40 minutes, and there is no danger of infection or creation of a secondary wound.
Yet the technology is yet to hit mainstream adoption in the surgical setting, perhaps due to the lack of formal trial data.
But major clinical trials on the horizon could provide the robust clinical data needed to stimulate adoption, OzEquities suggested. Avita Medical has received funding from the US Department of Defense to conduct trials of ReCell in burns and scar repair to support an FDA application for the technology.
Success in these trials, scheduled for 2013, could help Avita meet its goal of achieving critical mass for ReCell by 2014.
Avita Medical (ASX:AVH) shares were trading unchanged at 13c as of 2:30pm on Friday. Wilson HTM has a price target of 39c on the shares.
Keep reading about them. Quantum doesn't have the capacity to do that nor should they be expected to. That will be a responsibility to work out with the partner(s) they strike a deal with.
Another nail in the Vivus Coffin.
Hey surf1944, small world, we co-mod the prana board. I own ARNA and came to check out what the reaction was here. I guess not many VVUS posters on Ihub though.
Sorry, I meant to say names with numbers. I know the purpose of the numbers. I want to know what level of contribution would be required to get your name on a white paper. Did all these people work on this jointly? Or would you end up on it if you gave Greenlee 5 minutes of your time?
Yes.
$2.70 this morning, feels good!
Can someone explain to me what the names and numbers at the top of the white paper signify? I sent an email to the company asking for clarification but it's probably over Steve's head.
Med IT CEO interview. This is a good indicator for what the future could hold for Avita.
YouTube
I want one of those coffee mugs.
I agree with you, this run up is fairly baseless. I wouldn't be surprised if we see it start getting dragged down tomorrow trying to shake more shares from us retails. Either way it's nice to be even more in the green this week.
I would prefer they hold onto the cash. Spending the $35,000 would only shorten the length of time they can maintain themselves during negotiations. 400,000 shares may seem like alot but there are almost 86,000,000 shares outstanding. It's very common in the penny stock world to see shares used rather than cash. Take a couple Maalox and relax :)
I got he same answer Walter.
Thank you very much, some of that was new to me. I would like to see the legal matter resolved but I realize that will be an uphill battle for them.
Yet another use for Niobium.
superconducting niobium cavities
Old but good.
To be fair Apple is extremely secretive about the iPhone and all their other products until it is beneficial to them to release info. To find out what's inside you usually have to wait for a tear down from a third party.
Yea, it's definitely from something he worked on prior.
2011
Every decade has its innovations. That is how mankind progresses. Someone invents something that seems small and insignificant like a transistor or an integrated circuit or a semiconductor in the 50s and 60s that enabled a mainframe computer that enabled the Credit card industry in the late 60s and 70s. Personal computers, disk drives and networking technology in the 80s that spawned the internet build out in the 90s and 2000s. Now cell phone technology that led us to where we are now. Me typing this on my phone. These things change human behavior which creates trends and a ubiquitous demand.
The key to real wealth is to spot the science and the trend before it becomes known by professional investors and traders. By the time the average retail investor usually knows about it most of the growth is over. It is hard work and takes a lot of time.
The interesting thing is that professional investors, traders, and the retail investors are often lazy. They're not knowledgeable in the science, and very uninformed. They depend on information from street buzz and insider information for their ideas. The goal of every real investor should be being ahead of the curve. You must spend the time. Do the work. Have some cash and be willing to take some risk. Risk that has better odds than the casinos and the lotteries. Investing is knowledgeable risk taking.
I believe owning AVMXY is in inline with my beliefs. Below is an article about outside the box investing that I was reading and to my pleasant surprise I see Avita Medical come up as one of the 3 biotechs with promising new drugs and technology purchased by Australian Ethical.
Here is the link, be sure to click Read Full Article. I have also pasted it below. click
Being able to spot mega-trends and the companies that exploit them puts investors ahead of the game. Barbara Drury looks at tomorrow's winners.
Today, Apple releases its iPhone 5, which is bound to cause ripples of excitement around the globe and reinforce Apple's stature as the world's biggest company based on sharemarket value. That's great news if you own Apple shares and a valuable lesson if you don't.
If you had been prescient enough to buy $1000 worth of Apple shares 10 years ago, your shares would be worth more than $500,000 today.
The challenge for today's long-term investors is to identify market sectors and companies that are well placed to be tomorrow's winners.
Steve Jobs was famous for being ahead of trends and designing products consumers didn't know they needed but immediately wanted. Jobs once likened his approach to that of ice hockey player Wayne Gretzky, who said he skated to where the puck was going to be, not where it had been.
Investors can emulate Jobs by looking beyond the daily market noise to think about themes and mega-trends that are shaping tomorrow's world. The difficulty is in identifying themes with ready-made investment opportunities.
Professional thematic investors use themes as filters to select companies with a promising outlook before doing further analysis to find the best-value investments. Money has singled out a handful of the mega-trends identified.
NEW TECHNOLOGY
The invention of the automobile spawned thousands of car makers, but only a handful survived to become global players. This is a lesson investors had to learn anew during the dotcom boom and bust, when investors rushed to buy internet start-up companies only to lose their money.
Just as some of the biggest winners of the car revolution were second-tier companies that used new technology as leverage, such as construction companies that built new highways, the biggest winner from the internet revolution to date is Apple.
While Apple is no longer a bargain investment, an investment strategist at Zurich, Patrick Noble, likes companies such as Google and Amazon that will be winners as the internet transforms business structures.
He also likes second-tier companies such as Visa that will be beneficiaries of internet-enabled payment systems.
Noble is also looking for companies that can cash in on the shift from capital-intensive to information- or knowledge-based industries. He cites London-based Pearson, which has used its print-media strength as a springboard into education, and in the science area US giant Monsanto, which has moved from a dependence on agricultural products to seed technology.
An investment specialist at Deutsche Asset Management, Bill Barbour, also looks for companies that thrive on the talent and intellect of their workforce, such as the US computer technology corporation, Oracle.
LIVING LONGER
By 2050, almost a quarter of Australia's population will be aged over 65, compared with 14 per cent now, a trend that is playing out across the developed world. This has profound implications not just for policymakers but for investors, as older people spend more on health and aged-care services.
A portfolio manager at SG Hiscock, Rob Tucker, says greater demand for aged-care services is already putting pressure on fragile government budgets. He says governments will increasingly look to the private sector to fill the gap.
''The ageing-population theme will be with us for a long time. The older people get, the more they spend on healthcare, hospitals and pharmaceuticals. For certain sectors such as healthcare, this will create organic growth,'' Tucker says.
The chief investment officer of Australian Ethical, David Macri, says there is no pure investment exposure in the aged-care sector. So he takes a step back and targets property developers active in the sector, such as Lend Lease and Stockland.
The healthcare sector is easier to access. In the year to June 2012, healthcare, pharmaceuticals and biotechnology were among the few positive sectors of the local market. Tucker's preferred exposure to the sector is currently Ramsay Health Care.
Macri says the growing disease burden and the cost to governments is a theme with strong investment characteristics. Cochlear and CSL are already global success stories, but Macri says small biotech stocks offer the potential to revolutionise medical treatment on a global scale.
Australian Ethical recently bought shares in three biotechs with promising new drugs and technology - Avita Medical, Alchemia and Neuren Pharmaceuticals. The sector offers opportunities for patient investors with a high-risk tolerance.
Barbour identifies a variation on this theme, which he calls personalised medicine. He says the unravelling of the genome has raised expectations of significant breakthroughs in cures for cancer and other diseases. At the same time, the cost of DNA sequencing per person is falling dramatically.
''We expect medicine to move from a 'diagnose-and-treat' model to 'analyse-and-predict','' he says. ''We think this could be bigger than the internet over the next decade.''
Drawing an analogy with the 19th-century gold rush, in which people who sold picks and shovels to the miners often made more money, he prefers investments in companies that make and sell machines that aid diagnosis.
Barbour says large pharmaceutical companies are already taking over companies that sell diagnostic equipment, pathology labs and breast-screening companies.
LIVING IT UP
Much has already been written about the growing appetite for consumer goods and services among the newly emerging middle class in China, India and elsewhere. And Australian exporters are already benefiting.
In just one example, Tucker says Asian wine consumption is growing at a compound annual rate of 17 per cent a year. This is why one of his favourite stocks is currently Treasury Wine Estates, the owner of the Penfolds wine brand.
''I think we're seeing the investment cycle in Asia slow down but the consumption cycle has a long way to go,'' Tucker says.
But incomes are not only growing among the newly affluent middle classes. Barbour digs deeper to what he calls the ''bottom billion'' in developing nations. Last year, 2 billion people moved from annual incomes of $US1000-$US3500 ($960-$3300) a year to incomes of $US4000-$US10,000 a year.
Large food conglomerates such as Unilever have been quick to respond and are focusing on developing nations, with the sale of large volumes of cheap products. At the country level, Barbour says there are opportunities in companies that are cashing in on these emerging consumers, from Nigerian banks to a Brazilian budget airline.
LOAVES AND FISHES
The first thing people do when they have money is spend more on food. But the combination of population growth, rising incomes and shortages of arable land and clean water puts pressure on the world's ability to feed itself.
There are 7 billion people on the planet, with a projected 9 billion by 2050. According to Oxfam, 900 million people go hungry and 2 billion are malnourished. As Marie Antoinette found, a hungry mob is an angry mob.
Following recent natural disasters such as weak monsoonal rains in Asia and severe drought in the US and Russia, prices of corn and wheat have risen by nearly 50 per cent since June. This has prompted Oxfam and the United Nations to warn of a second global food crisis in five years.
Food-price spikes have a devastating effect on developing countries that rely on food imports. The previous global shortage in 2008 is credited for playing a role in the Arab uprising and social unrest in parts of Europe.
''The demand for food is not linear but will be almost exponential over the next decade,'' Barbour says. He says companies that feed the world are still cheap relative to the rest of the market after being hammered by the belief that slower world growth would reduce demand. ''We're not speculating in commodities but investing in companies trying to solve the problem,'' he says.
Even farmers facing drought will spend on seed and fertilisers from global giants such as Monsanto, Mosaic and PotashCorp.
DWINDLING RESOURCES
The growing awareness that natural resources such as oil, land, water and forests are in limited supply has led to a focus on sustainability and alternative sources of energy.
One trend that has investors excited is the potential for shale-gas projects in the US to help reduce dependence on foreign oil. The US has the largest shale-gas reserves behind China, according to the US Energy Information Administration.
Noble says the US can produce shale gas for $3 a British thermal unit, while other producers sell gas relative to the price of oil at $12-$15 a British thermal unit. As a result, many large US chemical companies are switching from oil-based to natural-gas-based chemicals and investing heavily in plant upgrades and new facilities in North America.
''We are investing in chemical companies like DuPont and Dow Chemical that are energy-intensive but building plants in the US to bring the supply chain back home,'' Noble says.
Closer to home, there is continuing growth in demand for Australian liquefied natural gas (LNG) from Asia.
This is used predominantly for the production of electricity and has a key role to play in global attempts to diversify away from coal.
By 2020, Australia will account for 35 per cent of total LNG supply into the Asian market. Tucker says companies such as Monadelphous that service LNG projects with engineers and contractors are well placed, as is Oil Search, which will have the first regional project to generate cash.
Macri says reducing demand for non-sustainable energy sources is the more interesting side of the supply-demand equation, citing areas such as energy efficiency, recycling and energy storage.
THE UNTOUCHABLES
An awareness of long-term themes can also be used to filter out potential losers. Just as the car replaced the horse, smartphones and tablets are revolutionising everything from the way we shop and bank to how we consume news. Companies that fail to adapt could, like the horse, be put out to pasture.
Noble stays away from developed-world financial stocks, especially European and US banks, which face ''interesting'' challenges.
Banks are under regulatory pressure after the failings that produced the global financial crisis, the more recent Libor scandal, and the looming judgment day when artificially low bond rates return to normal and bank borrowing costs increase.
Smart energy and other world-changing themes
Australian investors interested in tapping into global themes might need to supplement Australian shares with an international share fund. Only two diversified global thematic managed funds are sold locally, the DWS Global Equity Thematic and Zurich/Lazard Global Thematic Share funds.
Australian Ethical's International Equities Trust is based on a single theme of global smart energy and is subject to the fund manager's ethical investment screens.
An Australian fund with a thematic bent is SG Hiscock's SGH20 Fund.
The DWS fund identifies 13 themes that change over time, with about 10 stocks in each and up to 30 per cent of stocks in emerging markets. The Zurich fund invests in 80 to 120 companies across eight to 12 themes.
"There's lots of noise [on global markets] at the moment, so to beat the [MSCI World Index], we don't trade on policy such as quantitative easing or the next possible announcement out of Greece but look at the long term,'' Zurich's Patrick Noble says.
Both funds look for companies that offer asymmetry, which Noble describes as "heads I win and the downside is I don't lose".
Barbour says asymmetric negotiators such as resource companies with ownership of scarce assets have the ability to conduct one-sided negotiations. "Companies like BHP Billiton and Rio Tinto are likely to be there for the long-term and profit from it," he says.
That Cramer article is BS, it reads like something that was written with intent not a rational overall assessment of the stock. I hope a short squeeze unfolds soon.
Good eye Skidos!
Lightwave Logic's Chief Optical/Electrical Engineer Authors White Paper Proving Organic Nonlinear Electro-Optic Polymers Have Potential to Significantly Improve Performance of Spatial Light Modulators
PR Newswire
NEWARK, Del., Sept. 17, 2012 /PRNewswire/ -- Lightwave Logic, Inc. (OTC: LWLG), a technology company focused on the development of a Next Generation Non Linear Optical Polymer Materials Platform for applications in high speed fiber-optic data communications and optical computing, announced today that it has made available a White Paper on spatial light modulators (SLMs) written by Charles Greenlee, the Company's Chief Optical/Electrical Engineer. The paper proves organic nonlinear electro-optic (EO) polymers have potential to significantly improve performance of spatial light modulators.
Spatial light modulators are advanced optical processors used in optical computing applications such as object identification and smart weaponry. The paper demonstrates a working spatial light modulator using an organic nonlinear electro-optical polymer material. Current generation SLMs are based on liquid crystal technology that can only process approximately 60 frames per second. This slow processing speed has hampered the utility of these devices because real-world applications require the ability to process significantly more optical data.
Charles Greenlee commented, "The objective of this project was to prove that organic nonlinear EO polymers can be used to build spatial light modulators that will vastly outperform current liquid crystal devices.
"I am extremely excited to be working with Perkinamine™ based materials. Unlike the polymer used in the research project, Perkinamine™ based materials have previously demonstrated excellent thermal stability and high electro-optical effects needed to operate at extremely low voltages. They also possess other unique electro-optical characteristics that make them particularly well suited for this kind of application."
Tom Zelibor, Chairman and Chief Executive Officer of Lightwave stated, "We have made steady progress to improve our ability to consistently reproduce our materials while we complete the outfitting of our new testing and design facility. This will open the way for Chuck to get our materials into working devices. His vast experience with spatial modulators will complement our previously announced external design effort currently in process with Boulder Nonlinear Systems."
PR Newswire (http://s.tt/1nzhY)
original article
Link to white paper: click
Sell 50% of your holdings and keep the "free" shares. That's what I would do.
I'm looking into Natcore for my next speculative purchase. I like to follow people just as much as ideas. Is Brien Lundin a member of the Lundin family, as in Africa Oil Lundins?
What do you SQNM investors expect to happen with this stock long term? I bought on the advice of someone I respect who has a career in the medical field, I'm in the green so far. It's the only stock I own that I don't know what to expect from it and I find that unsettling. I'm just crossing my fingers for a buyout to keep things simple.
I don't think I saw this bill posted here. http://www.govtrack.us/congress/bills/112/s2673
Three Days That Will Change The World if you follow this link you'll be able to listen to the conference that Prana members were speaking at. insert-text-here
Sorry for these 4 short posts, I want to get a spot as a moderator asap.
Over 400,000 shares traded today. Prana is feeding into this volume. Once they stop raising capital this will really start to move.
Prana and Johnson & Johnson. I was speaking with the investor who turned me onto Pran. He was unaware that there is a link between these two. Here name is Susan Lindquist. Just wanted to make it know. clickandmid way down the page
This board may see increased activity now that Yahoo has shot themselves in the foot with their new board. Any of you regulars here check back more often to help grow conversation.
I was happy to read this. It's not often that companies improve their products and save money. I also suspect these manufacturing changes were put in place in anticipation of a heavy increase in production.
Avita Medical Announces Manufacturing Advances
August 27, 2012 13:32 ET
Continuous Manufacturing Improvements Yield Significant Margin Expansion; Reduction of Greater Than 33% in Cost of Goods Across Company's Product Range
NORTHRIDGE, CA and CAMBRIDGE, UNITED KINGDOM--(Marketwire - Aug 27, 2012) - Avita Medical Ltd. (ASX: AVH), (PINKSHEETS: AVMXF), (OTCQX: AVMXY), the regenerative medicine company, announced a brief summary of recent manufacturing improvements, a direct result of the combined efforts of R&D and Operations and implementation of the company's commitment to a Continuous Improvement Model.
Modifications and improvements in manufacturing have generated a reduction of greater than 33% in cost of goods of the company's products over the past 18 months. Recent manufacturing changes and product improvements will be yielding significant additional increases in margins in the near term. These include:
Respiratory Products - In July 2012 Avita Medical completed relocation of manufacture of its respiratory product line (Breath A Tech® and Funhaler®) to Guppy Plastics, located in Malaysia. Guppy is a high quality manufacturer of plastic products supporting such diverse customers as Flextronics, Raymarine, Continental, McDonalds and Kelloggs. Avita is benefiting meaningfully from Guppy's ability to leverage material procurement volumes to provide a full turnkey arrangement with Avita while reducing manufacturing costs by approximately 11%. The improved manufacturing margins will be recognized over the coming months as Avita commences shipment of the new, higher margin product.
Regenerative Products - Avita has worked closely with its manufacturer to implement a number of recent improvements to ReCell® Spray-On Skin® based on customer feedback, best manufacturing practises and component cost improvements. In addition, R&D work focused on both product and field of use has significantly enhanced the margins across all proposed applications of the proprietary ReCell intellectual property. These changes to the ReCell product have included:
Improved and more customer friendly packaging and ease of use through improved mechanics, software and labelling.
Revised and improved manufacturing process including a Turn Key purchasing agreement yielding significant saving in materials procurement.
Manufacturing of the proprietary ReCell Enzyme has been relocated to a specialist US-based manufacturer yielding significant advances in the manufacturing process and performance. Crucially, the new manufacturing process, while meeting all specification requirements, will provide improved availability and contributes to a significant decrease in the cost of goods.
"The significant improvements to Avita's products and manufacturing process have yielded important and quantifiable benefits in product quality, increased margins and reductions in operating costs," said Dr. William Dolphin, CEO of Avita Medical. "Moreover, the new manufacturing ensures ready availability of the ReCell Enzyme, a critical factor as demand for ReCell grows worldwide.
"The company is committed to our Continuous Improvement model with tight control of our Quality and Manufacturing Systems a prerequisite for efficient operations. We look forward to announcing additional improvements as we continue to reach our key milestones."
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