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The company also has an atm type financing scheme in play according to previous filing but of course this is in accordance with Rosalind's approval. This company would better be named Rosalind's Investment Portfolio as this is like calendar A.D. with them
8's are likely a super buy even if around $20 is maybe a tough goal
As I see below $10, it could take a hit with a delay due to cov id, so I am not pawing at the bit to increase my position
I see no reason for excitement until new hire or ending of phase 3, New Years looks like the time for renewed anticipation
On this slow afternoon looking back, majority of investors and probably most employees of the company from the beginning until Rosalind in 2019 were clowns of different stripes. I will give kudos to the work done under Hobbs to design the current version of the filter and hopefully Simpson team designed well this phase 3 but we could be fooled. Rosalind gives me confidence on that though.
If I am right about Rosalind and what's behind stock performance this year, we can do maybe a little laughing with joy instead of being on the wrong end of the former clown enterprises.
I watched the 2 live calls and got the impression this company has got competent people on board, so I don't know if there is a rush. Analysts may control the value of the company over next months and if I was them I would watch closely the completion of phase 3 and start of submission as well as more on whether a new hire for the top. From what I heard on call good chance of an ODAC meeting around November 2021.
first live quarterly call in years today. Lot of interesting, probing questions from analysts and some interesting discussion by management. I don't know if their interest is going to jump at this time or be more casual
Looks like sellers are perking up around $12.90, I think those $19 to $20 forecasts look good so far.
When is the last time people with big money in the company so slowly walked the selling of their stake particularly with a rising price?
This board is one of the perfect examples of many old timers disappeared at just the year that is a candidate for best year ever judging by better financing, better price action, better phase 3 trial, live calls after years of silence
Every reason for optimism except for exceptions, more good news is desirable, market cap is $50 million but the big boys want to sell shares into this
an analyst according to yahoo is predicting $14 million revenue next year, but if they are relying on approval the estimate only makes sense for 2022
Surprising for recent volume this was good but not so spectacular. It is still a confirmation that the interest is genuine, does not have to be extraordinary interest
Well, I believe Rosalind has treated shareholders more than fair so far, it is probably the only way for their own profit. Neal may have some thoughts as he has talked on the phone with them
So Neal, the trading today is another head scratcher. This inconsistent stock performance makes me wonder about the coming new hire and coronavirus impact on operations
1st key is who they hire plus down the line I hope to be all over phase 3 results, I want to see big on that but until I see ...
Part way there. Yesterday surge above $10 on huge dollar volume for this company. It is a milestone since warrants go for $10 and a lot of them so more days like yesterday needed.
So do these Rosalind realists/dreamers? have a dream goal of $20 or higher, otherwise why have they stuck their neck out????
2 gone, 3 new in 2020 of bod. Rosalind is who to praise or condemn in this current chapter
You should concede that crossover lived 100 days longer than the pure CS arm plus the gen 1 filter replacement was seen as an additional problem and the need for gen 2 improvement which was not tested at all in the phase 3 … AND A 16 to 0 vote against. Bottom line is this company should be treated as brand new on the day this gen 2 trial result is released to the public. Safety improvement should then be reviewed, number of treatments per patient will be of great interest, etc..
The next key is probably who replaces Simpson. The replacement needs to give off good vibes, I agree with a post from years ago that one of the responsibilities of the job is cheerleader. Our job is to separate fluff from good, ie phase 3 results need objective analysis. Many of us set ourselves up to flunk analysis last time
My last recent purchase was $8.03, at this time I don't plan to add above that price as I have already expanded beyond play money to a real but small position.
And what I see as spelled out in the new presentation $51.5 million put in company in last 12 months
Excitement is the big question. There has not been excitement of major proportions since 2017 when the company looked close to bankruptcy, an example of how excitement has been misplaced ever since 2010 results. That is what I wonder about, I don't care about the technology much at this point until at least U.S. approval is before our eyes.
Surprisingly new investor presentation is out which presents well share structure, current directors
Somebody was choosing to buy big 180,000 shares driving the price over $9 on Thursday not long after those price targets. There has to be similar days sometime in the future, but it is possible
I don't remember which month, but roughly 12 months ago they were in for I believe most of the $30 million and of course added big recently. I doubt they can turn a profit unless the price exceeds $10 per share for a long period of time. My guess is Roth etc.. will not recommend to clients if they do something unpredictable of an underhanded nature
Today's big time trading supports the idea of $10 warrants being real. If this comes to pass, the obstacle remaining besides money from warrants is getting a good phase 3. Shame on the $50 million boys if they did not do good due diligence on the phase 3
All I noticed is the largest dollar volume day I am sure in probably years
Strange that you put weight on former board members, since you have always said bod is terrible. To my knowledge they never put big money on the company so Rosalind is the story line. They deserve for other reasons the benefit of the doubt, they demanded getting back to Nasdaq, and have brought up market cap and daily trading volume. Before those 2 were dead as a doornail.
For past 30 days, the trading pattern is a confidence builder to me and the next shoe to drop is all about Simpson's replacement. I don't know what to expect about that, I hope is a clear positive catalyst.
$19 and $20 targets, info I picked up from IV Laidlaw, Roth Initiate Coverage on Delcath with Buy, Target Prices of $19 and $20 (06/01, 06/04)
http://thefly.com/news.php?symbol=DCTH
Neal, I am surprised it took you so long to come to this board. I don't blame the bod much as this has been a terrible speculation from phase 3 results in 2010 until now. What I like most now is Rosalind etc.. have put $50 million on the line and may do more thru warrants. I think they are looking to the day when delcath can have over $100 million market cap, so I am interested to see if their vision is true
How does it profit those gone or those that placed $50 million in the last year or so? What is clear is they have established a much larger market cap and healthy trading volume, when both had been dead as a doornail
Interesting 8-K as some of the bonus money has been withheld to former executives so another board member resigned. Legally I have no idea, but ethical dominates in my mind. I believe I speak for all in there would never have been any bonus paid on ethical terms, so I question historically the ethics of previous and remnant board members
Newbies: I have played here since 2003 so many stories but I noticed the 2 year chart shows a big spike, the really big spike in modern times was actually in 2018 when the company wanted to raise up to $50 million and as a desperate acting company misrepresented the hoped success of the offering, but one could talk infinitely about the disappointments that old timers know. I am certainly skeptical that speculation on phase 3 could repeat the market cap of 2010 for $640 million. 7 years has passed since FDA voted 16-0 against and I feel modestly good about the new phase 3, we shall see.
It is too early and maybe wrong to praise what looks like the bosses Rosalind Advisors but from a tight ship perspective hopefully they are motivated
Bullet 2, the past is hopefully ok clinically, but Simpson either way was possibly seen as expendable and the other lady was probably about as important as used Kleenex. The thing about Simpson was investors don't trust her and so the quickest surest way to solve that when you or actually the $50 million guys are boss, ie I should hope for their greedy sake that they are
All is well depends on phase 3. If you think about $50 million is riding on this, just a maybe turning investment sentiment could give value to this and so here we are … trading forward which is a biggie, healthy daily volume and some price stability, confidence anyone?
Of course bad news could be behind this, if so the $50 million boys could be sweating bullets, future price action will probably be predictive
I believe the article was spot on regarding 10 1/2 million shares as I had roughly calculated the same if warrants are done at $10 and the original 30 million is repriced to $10. Approx $30 million dollars plus $30 million dollars of warrants plus $22 million plus $22 million of warrants. If the company raised thus altogether $104 million plus … Lots of conjecture in the face of continued weak stock performance but it is believable to me. My hat will be off to the much hated Simpson if ...
Analyst wrote nice report, they try to get pay or do get pay for such I believe. I agree with bottom line as worthy of speculation, but on the other hand everybody may have their own possibly superior picks.