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yea. i have sent similar questions BGs way. dont hold your breath for an answer.
I am sure he did. However, the two issues I have with it are 1) It is not worthy of a PR. You can't use yourself as a subject. That is ridiculous. This should have been grouped in with the other personal accounts in a previous PR. 2) 1 is way too small of a sample size for this company to be releasing a PR about.
I don't. No offense meant. Glad to hear enerjel works. With the drops getting launched in the next few weeks I would rather Fuse not release weak PRs. If the company is going to be releasing a PR i would hope it would have more substance than what somebody could track with Nike+.
im with BG on this one. who gives a crap what one doctor (who works in Durham...where Duke is...and the physician on Fuse's board...) found out by tracking his own activities. this is about as fluffy as it gets.
i agree with the sentiment, but some of those responses have led to valuable DD. it is not the cleanest way to motivate solid posts, but it does work.
thanks. i do love a good confirmation. and the jumps every 6 months.
yup. i was just looking at the same thing.
preliminary results from the safety trials i would think. also, they should be moving along with the FDA approval in the near future.
agreed. neither can i!
jargon as language that is particular to a specific profession, not as in meaningless babbling.
just waiting to see what these guys roll out next.
1. they use a lot of jargon. there are simpler ways to describe what they are doing. from a business standpoint, you should use the vocabulary of your target audience. 10Qs are not targeted at scientists.
2. "complete and enhanced"?? what does that even mean? if it is complete, then it is done. if it is enhanced, that implies that it has not reached its maximum capacity.
3. "can now for the first time, effectively encapsulate and charge many varying molecules." it sounds like they have developed some sort of suspension that makes it possible to deliver uncharged molecules. sounds good to me. cannot wait for some actual evidence of this. i am skeptical by nature. so basically...prove it.
4. "the technology also uses bioelectricity within its matrix and further delivers the matrix utilizing an iontopheritic delivery vehicle that contains a specific charge (its either + or -) to shuttle the matrix through either the buccal or mucosal membrane." this is no different than every other iontophoretic mechanism. basically it sounds like they found something better than salt water to dilute the medication with. again, prove it.
clearly, i missed this earlier mention of an iontopheritic delivery vehicle. thank you for pointing it out. however, there is not enough information or evidence available to assume that Fuse has drastically or significantly improved upon anything that does not already exist.
Keep in mind I think this company has a great future, and I am only trying to incorporate a healthy dose of skepticism in with my very bullish sentiment regarding this company.
because iontophoresis requires a current. a current requires a positive and negative pole. depending on what the charge is on the molecule you put it on the opposite pole.
"encapsulating and charge" are not the same thing as using a current to deliver them. i have not read or heard of Fuse mentioning iontophoresis or electric current at any time. maybe i just missed it. using a current to move ions is a few hundred years old. using it on people about a hundred. there is a point at which bioavailability as a result of increasing drug concentration plateaus, so packing in more molecules really will only do so much. also, the ability to deliver the necessary dose in a single drop is irrelevant when dealing with iontophoresis. you can stick a patch on for as long or short as you need/as long as the battery is designed to last. so at best you get a small (however, highly marketable) decrease in the time it takes for the drug to reach the bloodstream.
because they are going to have more results to release in june.
you raise some great points here. your view is important. as i have said before, a one sided board is worthless.
however, it was a soft launch. please try to keep that in mind when pointing out the sales numbers. if the company were based solely on enerjel, i would leave. also, Fuse is not trying to be J&J or Merck. it is a product that is easy to make and market and will provide revenue to help the company move along.
why have pharma companies not been moving on this themselves? my guess is they are in a state of panic and have to be very careful what they throw their resources at. still, it could very well be they just do not like it.
i am guessing Durschlag is not exactly hurting for cash. "a million dollars isn't cool. you know what's cool? a billion dollars."
JJ and Merck probably wouldn't laugh. that would just be rude. but again you may be right. companies pass on things they shouldn't all of the time for many reasons.
and now i see i should have just given this post a thumbs up. nice job rook.
well, the market is kind of stupid. anytime emotions and group-think run a system, it is going to be stupid. from a trading perspective, why would they invest in an infant company? This is not a tech stock. you do not get swamped in cash regardless of business plan or execution. in fact, it has gotten to the point where small pharma stocks do not even get bumps in share price when they hit their study targets. unless you are in phase three with a chance to sell it out, nobody pays attention.
if i had enough money to be smart i would sit on this stock until the drops either pay off or the flop. no sense risking cash in a market like this in a sector that is anything other than tech.
three different "platforms" that Fuse is developing as I now see it:
1. Pharmaceutical applications:
"By utilizing the skin’s innate bioelectric signaling system coupled with our iontopheritic delivery vehicle, we are able to deliver bioactives efficaciously through both the dermal and buccal mucosal. The technology penetrates the mucosa and epithelium to achieve complete and enhanced absorption. It is the Company’s belief that the technology will facilitate the delivery of a wide range of product formulations such as aspirin, OTC pain, allergy, and cough and cold medications..."
Using a current to push charged compounds through the skin is not new, but it is also only recently being seriously developed and studied. Pharma companies do know about it. Earlier I posted a link with a product from medco which has close ties to pharma and used to be owned by Merck. It is groundbreaking in the sense that it has not been fully developed or marketed.
2. Enerjel and 3. drops:
"as well as energy sources,
electrolytes and other pharmaceutical applications."
The purpose of using this for the OTC drug delivery...NOT with enerjel or the drops...is that it is non invasive (no shots for diabetics) and bypasses the stomach (no ulcers from asprin).
no worries. the measured wording in Fuse's statements is also starting to make more sense. the mission statement mentions energy, medicines, and vitamins and minerals. The energy and electrolyte drops will be just that, drops. put a couple under the tongue and away you go. Enerjel is pretty self explanatory and well known to the board at this point. the otc/medicine picture is starting to come together (as I told BG, I am slow).
i think so, but need to do some deeper digging. it is a very promising revelation though.
http://seeiomed.com/pdfs/marketing/Iomed%20FAQs.pdf (an example)
or more likely something like this https://www.medco-athletics.com/Supply/Product.asp?Leaf_Id=268772#
iontophoresis requires a device that generates a current. it is a bit more involved than enerjel.
it almost seems like the drops being released soon will be supplements that are quickly and easily dropped under the tongue and absorbed. the more recent developments just seem to support the previously stated development of pharmaceutical platforms.
thank you for the thorough breakdown. I was not pretending to have any more knowledge or insight than what the board (largely you) have presented, and I do not offer insight that i do not have (the provider of information was, I hope, appropriately sarcastic). I have just been surprised and concerned by your 180 on Steipp, particularly since you clearly hold a respected place among both those who post and those who track this board.
yea. poorly phrased on my part. it was the first i had heard of Fuse using it. its a device that uses a small electric current to push molecules through the skin (or mucosa for the mouth). it is more applicable to the pharma side of things. not thoroughly proven, but promising. enerjel is a rub. the drops will be supplements. however, the use of iontophoresis adds the pharmaceutical utility that I thought was lacking from the game plan. it would definitely allow administration of drugs without having to go through the GI tract.
first i have read or heard of an iontophoretic delivery vehicle. did not know that was the route they were taking. i underestimated these guys. this really is cutting edge pharmaceutical technique.
Apple paid off the company's debts. I have been reading most of the posts here for the last 2 months (say what you will about being here forever, a lot of information has been shared since the rumor spikes), and it seemed more like a survival response than a business move. Also, many of your posts were quite pro-Steipp. I understand he sheeted the bed recently, so I would suggest caution before jumping on to the next fearless leader.
As far as Rancho Santa Margarita goes...that place is gorgeous. Also absurdly expensive. Time to move.
that is a really nice way to say finding the bottom :)
i hope you are correct.
agreed. my post had the wrong tone to it. your comments were right on, and your post is a great example of factors to consider when investing in general.
I think you overestimate the impact that global economic issues have on Fuse. It is a promising, young company that is progressing nicely. However, I do not think that means it is subject to market pressure any more than other penny stocks. Just because it is not run like one (good), does not mean it does not trade like one (reality).
a poison pill of sorts. its pure speculation, but the large number of shares "in reserve" seems to suggest this. if the board wants to sell the company its a non issue. it just discourages someone from coming in and buying up a controlling stake against the boards wishes.
again. would love to know what is "wrong". should we be disappointed by the 200 new locations? The fact that a soft launch sold over 1000 bottles? Or that the company is hitting all of its benchmarks without diluting past the point of allowing for a takeover (this is why I think the O/S will approach but never pass 200 million)? Maybe the constantly increasing exposure is "wrong"? Any insights would be welcome.
what is wrong here? could you please elaborate? I am not asking what is happening here. I can see what is happening. so what is it that is wrong?
great post. the most important thing is that the company continues to hit its benchmarks. look back to December of last year and all the progress that has been made...in 6 months. i am not talking about the pps. it is irrelevant to me at this point. even top prospects spend some time developing in the minors.
yea, apparently the admins did not appreciate my suggestion of Fuse buying a south american country, so I will try to keep the posts relevant.
i definitely agree that it will not get down to the icy hot level. higher price suggests higher quality. frankly, in this case i think a slightly higher price is also justified.
the higher the volume the better with these types of products. besides, if it costs less people will be less hesitant to repurchase. not bad for the company's secondary product.
which adler is this?
probably everybody other than you. the market is getting hammered.
wouldn't it be easier for you to give a date and time at which you looked up/received the info? if you are going to provide information I would ask that you provide the source of that information. No sources necessary for speculation.
on what date? specifics appreciated.
dragonfly today, drops/confirmation tomorrow?