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The only positive I see is your inquiries at phase 3 sites. One otherwise can be industrious and rather non informative
So many though are trying to bolster your opinion on Simpson, even though you know it is not logical. Only a desire to believe Simpson is exactly as you describe, allows one to believe such. I desire to believe the opposite for the sake of fun speculation.
Such posting as yours never factually talks about phase 3, phase 3 is both a concern and the possible savior. If so, Simpson plans to let phase 3 do the talking
We are in big time guess mode one and all. Everything is on the table. Failure to survive is still in play. Simpson called the first shot, straight and open, $20 million cash. The company is finishing off over $35 million from convertible and previous offering.
Reverse split is not the culprit. Note holders can be a culprit in a sense, but it is always the way, get it as cheap as possible.
Watch and enjoy sidelines
Hobbs made just as much or more and whether he had value or not, he achieved a run for home plate that failed at May 2013 Odac meeting.
During the submission under his royal kingship Delcath topped out spending at $15 million per qtr pace, triple delcath current bleeding
Sometimes we agree. These offering holders and their games may be the death of all or it could be a turning point. It could be a take down of Simpson which may be great if ducks are lined up in an intelligent manner or multiple other scenarios. There is little advantage to getting in early, that has killed ever so many in delcath history
The most important point is there is real speculative value here, there is a real phase 3 imo, and excessively close minded people run amok
You're kidding, as you know full well about 2010
Put up or ... In approximately 1.5 years this could be a 500 M market cap stock, because Simpson has a phase 3 that could conclude successfully.
So put up proof this can't be We all know there are so many opposed in one way or another, why really, really prove stronger merit to the zillion posts
I can't prove most here are terrible analysts other than historical numbers, but it is my assertion. Bad investment choices, bad reaction to choices.
I have made many bad choices on delcath along with some good moves.
Pessimism is better than optimism, but close minded pessimism never impresses. Massive amount of close minded posters
I would like to see somebody with better analysis, IMO
uh, modrica
To be factual I think every investor buying shortly before the last reverse and recently here again used bad judgement. So if I was screening a jury pool, bam.
The message is all posters are fair game, as long as posting rules are reasonably followed
I am judging my fellow posters as much as the company during this slow time. For investing analysis, pure wait mode here
If I was her sole boss, I would want to know about what is going on with current financing. If it passed in my eyes, no changes.
But it has been said that her role is somewhat minor for financing, if BOD has more knowledge and networking ability, that makes it more generic being the company as a whole
I am not fit to judge except as an investor IMO, and that is easy, sidelines.
Look at it from Simpson's perspective. How would you like to draw for a jury of peers from this message board
You are a mystery but clinical trial info, I like. "very complex trial" likely answers why closed. Does bac treatments add complexity or solely due to CS which is complex I think compared to normal chemotherapy?
Double whammy of small populations and complex, but the first phase 3 trial was the same. I am not the mystery made out by some. I am currently in camp this is not a good buy out candidate but phase 3 can be completed, what year is the question
The initial plan was to be fully enrolled by June of this year. All the signs that Simpson has provided are that the enrollment has fallen behind. On to the financing story until we know more.
A change of control in form of a take down might be good, except not for shareholders. This whole topic started at end of 2017 with end of convertible, while the stock is at an all time low.
No I don't care who offering holders are as much as a minimal level of execution on this offering. It makes no sense to believe offering holders are aligned with common shareholders in any way, if this offering goes essentially for zilch
If the company does not raise near $3 million or more on this offering, I am thinking offering holders are out to replace Simpson or offering holders are letting the company run out of money and walking away
So it is a case of total sabotage for their own plans or end of delcath/chemosat or maybe a hard to see path to victory retaining Simpson
We don't know what offering holders are thinking, but why not believe in phase 3 and the job Simpson is doing for it. Fundamentals are phase 3 and financing, and if they call the tune of financing, who can say the future
Crazy advocation of short selling, there is no reason to hold the 250 million
Depends on the jury. The important jury is offering folks, they don't share thoughts openly
If Simpson is credible to the offering buyers as she is to me on the topic of phase 3, financing may be seen as a reasonable risk/reward particularly since they stack the deck in their favor with warrants.
I don't think the volume is great enough to both sell 250 million and short significantly, some serious technical analyst would have to crunch numbers.
I don't see any reason to replace Simpson if the goal is phase 3 completion. $20 million is the massive figure but translate that into market cap support, it is not that large.
Being on sidelines is next to Godliness until this $20 million is whittled, if
You mean like the legitimate company delcath with a poor filter and phase 3 trial that made it up to the home plate and called out as tagged by the FDA odac hearing in May 2013 OR
the legitimate company that has spa agreement for 2 FDA trials and an agreed modification to OM phase 3 to spur enrollment pace
The filings and the math regarding the last offering dispute the role of HB and AYRTON. Ayrton at 7.5 percent then, end of known info.
Logic disputes as well. Unless there is a convertible and there is NOT
Shorting is being exaggerated. Offerings are the issue, all one can is watch and be prepared to shrink against the wall
Simpsons ethics are off topic except it clouds proper risk/reward analysis IMO
It has always made sense to me that offering holders would sell the 250 million. The simplest explanation is usually the correct
Simple that reverse split looming would turn down price from .02. Noteholders voted for reverse split. I think they want company to survive long term due to 1 year plus warrants. Maybe sometime risk/reward will look good
Fiduciary duty is a silly fictional concept for a company that may become commercially successful from beginning to end only with over 20 years of effort at best.
Fiduciary duty means personal investing, learning the right lessons. Ughh, easier said than done
I would not suggest Hudson Bay or Ayrton are ethical, but they generally stay out of trouble with the law.
I don't know who may be shorting, but there were 250 million shares that offering holders could be disposing of before the offering. That may be the hold up for the offering. They don't want to close before they dispose
I don't think people qualify to be ethics police here, not even close. So I would be the happiest person on the message board to see all references to ethics evaporate
The only ethics people in delcath should live by is trade carefully, nothing else will suffice
The July filing was ethical to my knowledge. Same with the filing to announce the vote plan for revenue split this year. Same with indicated enrollment woes. Same with overriding NO votes last year if leading to bankruptcy otherwise.
I don't mind defending Simpson's attempts for success, her execution not so much at this point. I like this reverse split plan, not my initial thoughts, but if all goes well this will be a Nasdaq stock again this year perhaps, and maybe a Roth analyst will pump the phase 3
It makes you happy to see it that way. I see a company that warned about bankruptcy and the delayed reverse split, did not make the fundamentals better but only worse.
As soon as the famous July filing said there would be no buy out, I reacted and saved money.
So who learned and who did not learn
It is fine to be on scene at a 100 car pile up and comment on the quality of the road and drivers with others, medical services, etc..
There is some of that here. Part of the drama of speculation. There is not much to say by anybody until there is news. I tilt at wind mills, as this could make money 10 fold for the open minded, but it could crash and burn as well again
If you never really liked the company, that is okay, in fact it is a shining moment for personal history.
It is a trading stock, useful application sometimes for the sick, money maker some day as a maybe, maybe not.
The stock can go up potentially or down, trade smart one and all
trompete is not giving a full picture unless there is given his reasoning why he was first attracted to company and why his original reasoning should be totally invalid now
Lots of people still holding or used to hold that are too harsh here due to financial loss. I for a time felt Simpson should have let the company go bankrupt when faced with the convertible. That is just not realistic though.
It is indeed legitimately buyer beware but the clean slate formula:
phase 3 has good points, most I claim pay little attention to realistic timeframes on this, watch how offerings go, recognize trading and good timing on buys and sells makes sense
Bad investment choice purposely stifled
The spike was totally unjustified from "a" to "z"
My finances on delcath could be counted many different ways, since I have more purchases likely than anybody in the history of delcath unless they daytraded like mad for a while.
It certainly has zero to do with Simpson thoughts as I have traded under 4 different delcath chiefs, Simpson being the 4th.
Modern history starts with the convertible in late 2016. A very sad chapter which has a strong legacy. I need to let my money in modern history do the talking. I sidelined from the famous July filing until early December. I sidelined again this year when reverse split topic first raised its ugly head. I am a full advocate that reverse split was right, but means nothing if these offerings don't work well.
If somebody does not see potential reward, the great question is why did they ever buy this stock. Some folks should share their thought history on this company.
How about Trompete lead the way.
As for the buy out crowd, I think I was one of the early hopers particularly for partnership. I have parted ways from that thought line, so far that was a money saving idea to part
I see a person that wants to stand on the FDA platform to receive a gold medal, my money sees a company that needs to turn the corner if can be found