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The same gentleman pushing SVB a short time ago if I have my facts correct. Should be “interesting”. Thank you for the heads up!!
Interesting perspective and thank you. I hope you are correct on all accounts.
Following up on your sentiment apropos a potential buyout, where things stand today, have you reconsidered your initial position? TIA
“In my opinion FDA approval will be obtained, followed by a raise (at a price of $3-4 at very best)”
Incredibly dismal where things stand this morning. I too believe Gamida will gain FDA approval. Unfortunately the cash situation has them in a VERY vulnerable situation and I now envision a raise at the $1.50-$2.00 range given all the disclosures announced yesterday. This executive team really botched things up with respect to managing their finances IMHO.
I will be holding all my shares until the FDA renders their decision. GLTA
Will be adding today below $1.30. I consider this a buying opportunity.
Good question. From all I have learned, they are not required to disclose the results/topics discussed with the FDA. From what I understand, the meeting is an opportunity for Gamida to answer any remaining FDA questions about the application. From here on out to May 1, I would not expect any official disclosures from the company. Just my take on the overall situation.
Very possible. Management changes this close to the FDA decision date don’t give investors, including myself a “good feeling”. Perhaps the meeting with FDA highlighted deficiencies in the application. Only a guess on my part. Going to be an interesting five weeks.
My SWAG, nothing to do with pending FDA decision. Someone holding a significant position is de-risking their portfolio and liquidating. The next 5 weeks could be incredibly volatile. JMHO
Thank you mouton for the explanation. The color and context of the transaction make more sense now. Much appreciated.
Mark J. Foley Sells 70,390 Shares of Revance Therapeutics, Inc. Stock
https://www.defenseworld.net/2023/03/11/mark-j-foley-sells-70390-shares-of-revance-therapeutics-inc-nasdaqrvnc-stock.html
Certainly some interesting volume today. Perhaps the meeting with the FDA went well (IF it took place). Otherwise perhaps people finally woke up to the opportunity GMDA presents. Time will tell.
IMHO, we will start to see the share price of GMDA slowly move back up albeit very modestly for the near term. I agree with your assessment, May 2023 is a huge month. Good luck!!
“Perhaps the schools should have to underwrite student loans with the risk of default held by those institutions. That would be a real incentive to perform and provide a cost effective education.”
One of the best proposals I’ve read and considered. Now how to get this type of practice applied across the educational institutions.
Thanks for sharing. Very interesting article.
My two cents for what it’s worth is investors “might” have higher expectations than what was shared last month. If the company reports exactly what they did a month ago, I suspect we will see a mild selloff. Of course, I would enjoy being wrong.
Wholeheartedly agree on all points. Additionally it will be critical to hear what their OTIF score is to their customers. This element “should” give investors an idea how well Operations is managing the significant jump production of Daxi. It’s all about running trains on time. Cheers!
Totally creepy! In some ways reminds me of HAL 9000 from 2001, A Space Odyssey.
Wow!! Thanks for sharing Randy. Best
Added significantly at $1.47. GLTA
LMFAO!!!! Absolutely priceless!
Thank you sir. Much appreciated. (eom)
Anyone please. Will Revance need to raise anymore capital before they finally break even? Has anyone modeled this into their equation? TIA
Thank you. I appreciate the guidance. Will be fascinating to see how this all plays out. I may add here to my original position ($2.68).
Thank you sir for sharing. Do you and others here believe raising more capital will take place before or after the pending PDUFA target action date coming in May?
TIA
Synonymous with the terms “Xerox” and “Kleenex” perhaps?
Thank you. (eom)
Thank you. Curious, based on what metrics? Was this datum by word of mouth or perhaps published/communicated that you can/may reference? TIA
Congrats sir. It’s nice to see so many longs here finally start to realize “paper” profits. Selfishly I hope it dips a few more times before big pharma buys out Revance. Cheers.
n4807g; thanks for the PM note and appreciate your perspective. I’ll be ever so mindful. Have a great day, thanks again.
Likewise Randy!! Perhaps some of this upside is shorts having to cover their position(s)? Regardless it’s enjoyable to watch.
I respect and embrace everyone’s opinion. That’s exactly what makes the world go around (hopefully). I am a “traditionally” a Republican, vaccinated (COVID 4 times now), Flu shots every year, Shingles vaccinated, you get the drift. I don’t own a gun, I don’t get in others faces when we disagree. I respect and listen to opposing points of view. Please be mindful that some respectful professionals that read this board enjoy the board for its conceptual intent. Thank you kindly.
In my humble opinion, n=5 is a silly waste of time and serves only to distract.
Perhaps an opportunity to help the homeless people in the Bay Area? Conversion into residential facilities? I suspect it’s a complex problem but yet here is an opportunity to address what sounds like a crisis. Just a thought. Happy New Year to all.
Noted Dew and thank you. It comes down to executing on all facets of their business. Clear and concise communications needs to take place between the sales team, the operations team and the executive team sans any “quality” issues of Daxi production lots. Perhaps Wall Street is betting on mistakes and miss steps as we move into 2023.
Thank you for sharing and pointing this out. I lost track of this company only because I don’t consider them a threat to Daxi long term. I wouldn’t be surprised if they go bankrupt in the next few years.
A 39% pull back IMHO is bizarre. Perhaps my personal expectations are not aligned with reality.
Interesting for sure. Wasn’t a fan of Dan Browne myself for a myriad of reasons discussed here and on the BV board.
Hilarious! Thanks, I needed a good laugh today. Rough week and it’s only Tuesday.
Wholeheartedly agree!! Was the best game I ever witnessed. Those athletes are incredible and truly inspiring.
With this current Enterprise value (EV) of ~$95 Million, does anyone following this company think they could be purchased for a ridiculous amount? TIA for anyones opinion.