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Hmmm, a “shell game”?
Great perspective and thanks for sharing. Many of us have been holding, building and adding to our positions for a long time and look forward to seeing how this all plays out. Cheers!
Curious sir, why 2 years? Enough time to afford RVNC to roll out Daxi and establish significant sales that could help in the sale of the company? Or some other reason?
Great news!!
Potential FDA approval by end of July?
Nicholas Wade, an excellent write up IMHO. The origin of COVID-19.
https://thebulletin.org/2021/05/the-origin-of-covid-did-people-or-nature-open-pandoras-box-at-wuhan/
Sorry Joe, didn’t mean to ruffle your feathers. You make a very salient point.
Best regards,
Rich
Point taken albeit I would suggest your word “penalty” could be replaced with “risks” associated with this opportunity. Penalty to my limited way of thinking has a negative connotation and suggest RVNC made a bad business decision. We investors may disappointed, but the reality is this simply is a result of the pandemic.
I guess I was incorrect when I initially suggested Labor Day being the timeline for FDA approval.
Very good summary. Thank you Dew for the write up.
In my opinion, “No”. I like the new word and the perceived meaning behind it.
Factor V Leiden should be looked at for those with clots IMHO.
Thanks sir! Hoping for something new in the pipeline yet to be disclosed to the public.
Are you of the opinion there remains a buyout opportunity or more likely the company will venture forward independent of big pharma?
“Curious”......
How so sir? Would you be willing to share your thoughts? TIA!!
Thank you for sharing. Have a great weekend.
Thank you both, I appreciate the exchange this morning. Admittedly I’m at a loss what this all means. Thanks again. Rich
Fascinating and thanks for sharing. The only reason I suggested around Labor Day timing for FDA approval is Daxi is not critical for medical care and well-being. So from a priority standpoint it’s probably close to the bottom of the list for the FDA.
And FWIW, I suggested approval by September (Labor Day) I believe. Other stocks I follow I’m less inclined to add presently sir.
I had the proceeds from another transaction. Looking at my investments, I thought it appropriate to add to my investment in RVNC.
Bought a few more on this dip. GLTA!
hyperhidrosis - a friend of mine treats patients with 100 units of Botox for this indication (armpit treatment). Apparently health insurance in some cases cover the treatment. Maybe an opportunity down the road for RVNC.
Thank you kindly mouton29 for sharing this paragraph. TGIF!!
Thank you for sharing this article sir!
I still maintain that given the market that Daxi is going after, RVNC will be very far down the list apropos an FDA inspection from a priority standpoint. I still believe timing for approval is Labor Day as previously shared. It is what it is.....
Didn’t they just do an IPO in the last 12 months? Nice return for those folks.
Very disturbing. Perhaps a strategy to overcome this would be to hold until this administration is out of office?
Thank you kindly sir!!
Thanks Mike for referencing that paragraph I missed sir. I retract my comment accordingly. Take care
Thank you for sharing the job posting! Conversely, if an inspection did take place as you suggest, this could be a deficiency identified by the FDA audit suggesting a possible delay. Always two sides to the coin sir.
Fascinating data and projection for GMDA. I sincerely appreciate the information you’ve funneled to us all on this opportunity. Thank you!
Totally agree. I would imagine that those that work for the FDA would have at least their first vaccination by now. Also to consider, past due FDA inspections I would think are prioritized based on current medical needs. That said, perhaps RVNC given their candidate for approval “could/may” be a lower priority to the FDA as a result. None the less, exciting for all that have followed/invested in this opportunity.
Thank you very much sir!!
Query sir. Are there any models out there that you can share with this board to help us understand the potential revenue stream should GMDA’s proprietary product be approved for use by the FDA in the EMEA? Thank you in advance sir!!
Congratulations sir! I may look to start building a position when things settle down.
Following up on this. At a price of $35 a share, the market capitalization would be $1.75 billion. I’m curious how you derived this valuation based on what specific metrics. TIA
Thank you and appreciate the opinion sir!!
Thank you for the update and reminder on the upcoming event this Tuesday, February 8. Are you of the mindset that GMDA is a potential buyout candidate sir? If not, would you mind sharing your long term expectations for this very intriguing company? Thank you kindly for your insight.
Thank you kindly for sharing. I’ve adjusted my expectations on approval of Daxi based on the criticality as prioritized by the FDA for a site inspection and review. Based on this I suggest we hopefully will hear from RVNC by September 1 that site inspection and pending approval will finally take place. Only 9 months later after the original date of November 25. GLTA
Interesting volume today....
Great question!!
Very impressive as you cited. Based on this, we may see upgrades in those covering RVNC and generate new/renewed interests in larger pharma looking for novel compounds.