Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
yes... love managment which simply does what it says it will do... makes a solid plan... and delivers in a timely manner... sounds simple and old-fashioned... but surprisingly difficult to find today... loving the look of the landscape for 2014 with XXII...
the impact of a reckless campaign of naked shorting over a decades time, if i understand the process correctly, and if those shares are never forced to be accounted for... would be for the stock to trade as though the float is much larger than it actually is... with many "fictional" shares of stock trading the inflation effect on the float could be substantial... if so, then the uplist will gain an almost automatic gap up in pps simply by the forced accounting for all outstanding shares... it would essentially result in a reduction in the float right beside the likely increase in volume from new access to institutional investors and retail investors who won't touch otc stocks... uplist for this little company, could be very, very good...
I believe the uplist would do the same thing... essentially forcing an accounting of shares... which would explain why someone with an exposed naked short position would be committed to prolonging the process as long as possible...
enjoyed the link you provided... if this really is the case of a decade long attempt to ruin the company through naked shorting... and the end goal was its bankruptcy such that the shorter never would have to account for the shares sold... then this will likely have a very ugly ending for the shorter... who can say how big a position the shorter may have established over that length of time... or how reckless it may have become believing it would never have to account for those shares... this is otc ugliness at its worst... there are criminals and sociopaths drawn to this sector... retail investors need to remember that...
Will be very glad to see this company leave the murky world of the otc and find its way to a serious exchange... glta...
There are hopeful signs of efficacy to be sure and the slide you post a link to is certainly a big one... you have mentioned before that quite a bit of data is now likely available at significantly higher doses... would love to see p21 data for these later cohorts at JP Morgan... not counting on it, but would love it...
In the end the only efficacy that will truly matter is stat sig efficacy from a properly powered p3 trial which leads to FDA approval... so it is technically correct to say that this level of efficacy has not been demonstrated... and in fact will not be for quite some time... however, it is equally appropriate to point out as you do that hints of efficacy at suboptimal doses are very encouraging... if increases in p21 biomarker activity track with a positive correlation to increased doses of K, that would be excellent... by JP Morgan that data should be avaiable through cohort 6... wonder if Leo will give it to us... fingers crossed...
"If you look carefully at the data presented by Polymedix for Brilacidin in it's phase 2 study, its imperative to note that only Brilacidin in the high dose of 1.0 mg/kg day 1 + 0.35 mg/kg days 2-5
produced equal results at day 28 compared to daptomycin."
????????????????????????????
at 28 days...
Daptomycin - 98%
Brilacidin (high dose) - 95.6%
Brilacidin (low dose) - 95.7%
ABSSSI patients with MSSA or MRSA...
Daptomycin - 7 days of treatment
Brilacidin - 5 days of treatment
The reality of antibiotic resistance simply means there is a great need for new treatment options... Brilacidin does not have to beat Daptomycin to address a great medical need... it simply needs to be comparable and at 28 days in the p2a it certainly was at both high and low dose...
I wrote 1.5 billion authorized shares, not outstanding shares... there is a difference... authorized are the number of shares that could eventually become outstanding without any further authorization... doesn't mean it will happen... depends on management and the shares they choose to issue from this pool of authorized shares... I would simply say be careful... and watch for indications of ongoing dilution... this one isn't far from needing an RS in my opinion... if they do an RS without lessening the authorized shares that becomes even more of an issue... at least for me...
The two big issues I would want management to address before investing here is 1) discussions with FDA regarding clinical trials... I am not convinced at all that the old p2 trials will be sufficient for the FDA to authorize a p3... it doesn't appear that the these discussions have occurred yet... 2) how will any clinical trials be funded... 1.5 billion A/S... and the need for funding clinical trials could make for a lot of dilution... moving forward...
The problem with this endless stream of NVLX prs... is that material issues are never addressed... they drop the names of other companies... and hint at what could be... but never appear to get any closer to actually starting a clinical trial... there is a lot of pump action going on here... each person must decide for themselves... I would simply counsel you to be careful... its your money... good luck...
"I unquestionably believe them"
That's one way to do it...
LOL... that Santa pick is even more disturbing than content of the post...
So based on your advice I sold my wife today... and everything else... gonna put the cash in my investment account Monday... will take three days to clear, which is okay to avoid that parabolic move you forsee... then all in CTIX... till the end of time... I am going to miss her though... oh well... one last question oh wise one... how many zeroes in one gazillionbillion... calculator in hand awaiting clarification... many thanks...
I will surely endeavor to "not never" embarrass you regarding the use of the English language...
Keep one foot on the ground and two feet in the clouds (SPIHF & DSNY)... but then we would need three feet... which would be quite a feat for a two-footed mammal... virtually impossible... but with Van's help maybe we can navigate these clouds to find the treasure at the end of the cloud's rainbow... glta
156 days in promotion... 128 paid touts and climbing... impressive campaign to be sure...
http://www.pumpsanddumps.com/
just shy of 1.5 billion authorized shares... hmmmmm.....
Three paid commercials without a single material element is more like it... the pump continues...
I think CTIX pps crosses and holds $2 and above sometime in January 2014, if not before... thereby meeting one of the requirements of the uplist... very nice multi-day run here...
Pepsi... I posted a reply to your private post... elsewhere... it can be found by going to my profile and looking for the post which begins "So a poster I know"...
The valuation investor in me knows that daily fluctuations in pps mean little to nothing regarding the long-term investment... but even though I know this... green days are still more fun that red days...
So a poster I know and respect from another board sent a private message to me asking what is up with SBFM? I don't have PM services so I am writing this for that person... others may or may not wish to eavesdrop on our conversation...
SBFM is something of an enigma... I wrote this post as a reply to an earlier post in which I offer a valuation for Adva-27a as a treatment for breast cancer in the U.S. where SBFM holds the exlusive rights from its parent corporation Advanomics which wholey owns the patent. So if you want to see that valuation exercise just click on post # 11858 above.
Here is what I like about SBFM... Its lead product has performed very well in preclinical studies and has demonstrated efficacy in four different types of treatment resistant cancers. As we know, when a cancer indication demonstrates efficacy in multiple forms of cancer in preclinical testing it raises the probability for success once it enters the clinical stage of development...
I also like the fact that management has not diluted the crap out of this one... share structure is well managed, float is low, inside ownership is solid... most small cap bios at this stage of the game have much larger OS... and then one has to worry about constant dilution and eventually about an RS... Sunshine's management (so far) has done a good job of protecting shareholders from dilution...
SBFM puts out very few PRs... the ones they do are generally material and important... so far in 2013 they (Advanomics and SBFM) have raised almost a mil and a half in grants... specifically to move the research forward regarding Adva-27a... and have purchased a lab to produce Adva for clinical trials... they have also named the medical facility where the clinical trial will be hosted... it appears to be a well-respected and prestigious facility in Canada...
I am anticipating/hoping for an IND to move Adva-27a into clinical trials sometime in Q2 of 2014... if we don't get that I will need to re-evaluate... if we do get it... I expect the pps to move towards dollar land fairly quickly... and cross over with the announcement of first dosing of a patient...
What I do not like about SBFM... management does a poor job of keeping investors informed... this is run more like a privately held company than a publicly traded company... maybe it is because Advanomics is a privately held company... the pps has remained suppressed in part because of this... which is frustrating, but has also provided buying opportnities... for some...
This board has some great posters as well as an excessive amount of gibberish... the trick is to wade through the latter to get to the former...
Read post 11858 on this board if you want to see my valuation... I think it is quite conservative... always know there is potential risk as well as reward in stocks like these... good luck...
I'm with you. I took a position I'm comfortable with in all three and am looking forward to seeing how it plays out in 2014. I loaded up on XXII first because the value of that was just so obvious to me... took me a little longer to catch to the value of DSNY and then finally SPIHF... if any one of the three fulfills its potential, I will be quite happy... if all three do, then I am golden.
As funds are available I would buy any of the three on dips as they are all undervalued at this time... bought a little more SPIHF yesterday... it's pps may look high... but based on market cap and share structure... it is not at all... I am thinking this little gem will need to do a forward split one day to improve liquidity as it moves forwards... the float on this one is insanely low... expect big swings... saw a spread one day this week regarding bid and ask of 53 cents... crazy...
That would be a mistake. The stock would lose too much liquidity... not nearly enough shares to justify an RS... plenty of catalysts on the way to do the job anyway... so unnecessary as well... imo
How old is your dad?... I'm in my 50s and I didn't get it either.... fortunately I have a background in business... and Van did a great job breaking the business side down for us... but I totally get your dad not getting it...
Yeah... run those valuations... then figure a share structure a little over 20 mil... calculate it... and hope your heart doesn't explode glta
Well that would certainly be a material event... and sad...
How do you know these things about the CEO? If these things are true I wouldn't worry about the pps... one pr will turn this around instantly... it is sbfm filed IND for adva... I'm thinking q2 2014...
Doc, just curious... who do you get when you call?
Someone on here wrote sbfm acts more like a private company... I think they were right...
As I said not shareholder friendly... I agree with you on that...
Sbfm prs no fluff... they barely pr material events... what they have pr'ed in 2013 demonstrates plodding progress to the IND... this company is not shareholder friendly in any way save one... that is they have managed dilution well... for that I am pleased.... plenty of pr happy bios that delete the heck out of their stock... great science... low float... if the IND ever gets filled... should be fun to watch....
Sbfm prs no fluff... they barely pr material events... what they have pr'ed in 2013 demonstrates plodding progress to the IND... this company is not shareholder friendly in any way save one... that is they have managed dilution well... for that I am pleased.... plenty of pr happy bios that delete the heck out of their stock... great science... low float... if the IND ever gets filled... should be fun to watch....
Sorry guys... went through this last January with CL-N... so I know your pain.... dismal result... I sold same morning of results in that one... walked away and didn't look back... those still in it have received more pain... best to walk away and move on.... imo...
Exactly... if our veterinarian is who we think he is... and he is excited about that pipeline... then i too am absolutely giddy over it... give it to Menon the mouse whisperer and see what treasures he uncovers... the few months of downward pressure on the pps generated by those decisions will be long, long forgotten by this time next year... in the meantime we have plenty of other great catalysts to look forward to in 2014... and hopefully an occassional visit from our friend in Wonderland... hey Orion... say "Hi" to Alice for us, will ya...
I wouldn't worry about pps today... I definitely don't see it as make or break... we have seen the run-up to the news and yesterday we saw some selling in front of the news... so typical for this type of otc stock... today or soon we will hear the outcome of the warrant initiative...
Regardless of pps movement... this was an excellent business move with a clear and concise purpose... it is a great material event... how the market reacts today, and in the short-run, is irrelevant imo... the fundamentals and valuations are very strong here and setting up for a terrific 2014...
thanks for the rabbit hole diaries... please visit again soon and share what you see... you always elevate the discussion up here on top of terra firma...
Indeed, if Menon is who we think he is... then the PolyMed pipeline is also in great hands and its potential valuation will one day be measured in multiples of PolyMeds highest prior MC... time will tell...
The name at the end of this ridiculously long post should have been Keynes... as in John Maynard... I discovered it too late to edit, but could not let it stand without correction... y'all probably already figured this out... nice day regardless... enjoyed being up 12 cents at the end of the day... go CTIX...
Thanks... mostly just summarizing for myself... glad to have others read along with me...
Can't take much credit though... I only see these things in hindsight with the help of many others on this board... too bad to... if only I had the superpower of foresight... I'd be rich...
I always like hearing from those superpower posters... you know the ones who just sold at the high... or just bought at the low... and never seem to get caught in the middle like us mere mortals... glta
CTIX' triple whammy...
Plenty of optimism on this board to be sure and plenty of pessimism too... one man's pessimism is another's realism and the same can be said for optimism... probably reality is most often found somewhere in the middle...
So CTIX pps was hit by a triple whammy to create this sustained period of what I consider to be an irrational pessimism...
It started, of course, with Leo's big 12 to 6 round house curve at R&R... I agree with a recent observation from BK that it appears there were a great many traders looking forward to taking the POC ride before unloading into the rise for a nice profit... those traders were understably frustrated and abandonded ship to move on to more active stocks with shorter catalytic events... whammy number one...
Dilution was whammy number two... I like the PolyMed acquisition, others may too or not... I think the dilution here is quite acceptable considering my valuations of what has been acquired... others may too or not... nonetheless with dilution one (PolyMed acquisition shares) and dilution two (the end of Aspire 1.0 and the beginning of Aspire 2.0)... dilution does what it always does... puts downward pressure on a stock price...
Whammy number three... tax strategies... we must remember here that it has been a remarkable year in the stock market... quite a few folks are sitting on some fat gains... now if you want to access money without spiking your tax obligation you need to find some losses to add into the equation... since the stock market hit record highs there are many more winners than losers... CTIX, strictly from a pps viewpoint, is a loser to this point in 2013... one of the few... so it becomes an understandably attractive sell to save some tax dollars... and that too is real money...
So wave after wave after wave of downward pressure has exerted itself on CITX stock over the past 3+ months... at the same time management has continued to move the pipeline forward... the downward pressure began to subside here in early December... maybe there will be more tax strategy selling before the end of the year... but my guess is most of it is over...
Catalysts for 2014 are beginning to line up one after the other... before long the traders will return... SA articles will be written... conferences will be presented... new clinical trials will begin... data will be discussed... and so on and so on... I believe sometime within Q1 or Q2 we will be talking about irrational exuberance once again... in the short-term the market is seldom rational... in the long-term the market gets it right... but as Keyes once said... in the long-run we are all dead... good luck in 2014...
Hmmm... good point... hadn't considered that... so I need to watch volume on tsx too... and the trading symbol there is ANY? Correct?
No worries... all that would do is create a temporary buying opportunity... sure it would look ugly on your computer screen... but it wouldn't last... as long as the technology is good.... as long as these guys can deliver... don't sweat the small stuff...
Moves up on only 20K volume... that is absolutely crazy... what happens when a ridiculously ill-liquid stock collides with large volume??? Hoping to find out in 2014... sounds like a perfect storm...
thinking about this stock with NASDAQ volumes... simply makes me giddy...
probably right... but wouldn't it make more sense to sell the ascending stock and lock in the profits, and then use those funds to buy the descending stock to lower average cost basis... ???
gotta love 800K plus volume... now just imagine what will happen following uplist when volume will be measured in seven figures instead of six...
P has been largely discounted by the market because of changes in the timeline...
B has been largely discounted by the market because it was acquired from a company that went bankrupt...
K has been largely discounted by the market because the p1 trial at DF is taking a long time...
These are the foundations of irrational pessimism in regards to CTIX... the good news is that none of these things... absolutely none... are material...
Prurisol's future potential value is not less because it has taken longer to go to trial... sure its present value is less... but for some of us that is entirely irrelevant...
Brilacidin's future potential value is not less because the company which discovered it went bankrupt...
Kevetrin's future potential value is not less just because the trial is proceeding with utmost caution...
The day will come... and imo it will not be long in coming... when the market once again wakes up to the true value of CTIX and its pipeline... when it does the pps will make a run... there is an entire year of pent up material gains in the value of the pipeline that have yet to be realized in the pps...
A lot to look forward to in 2014 to be sure... this prolonged period of irrational pessimism is almost over...
Intiated a position today... that is the one thing I am a bit wary of... they really are in a room full of elephants... hope they don't get trampled... kind of thinking one of the elephants may very well pick them up and give them a nice ride...