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Teddy KGB's tell was that when he had nothing and was bluffing, he would only break open his Oreo cookies, but not eat them. But, when he would have a winning hand, he would not only break open his Oreos, but he would also eat them.
What's K's tell?
It is immaterial, the shelf.
The material changes made to investor options and ATM withdrawal indicate the furtherance of K&M strategy to think bigger. A clear message was sent to Wall Street the company wants a bigger chunk of capital in exchange for creative equity. Thats about as material as it gets.
The speculation about good or bad, what's the timeline, size of offerings, etc are altogether separate questions. That's the conclusion of that thought process. Good line btw.
Heck, the prior regimes made a small fortune out of this. Trouble is they started with a large fortune.
Can someone please tell me the secret to landing a job where I can wipe my behind with gold plated tissue.....
One thing to avoid is defining right leadership like this;
IMO, Ken has handled ADXS the best to date with all of the negatives coming out and with all of the mess up by LomBADo
Trust me on this one. Good luck.
Maybe cervical is doable. Honestly I'm viewing the concept, not the specifics. But having a new and likely improved version certainly relegates the old tech to the back seat as the most likely outcome.
You know K didnt say anything like that. It's all speculation, but I remain certain it's being shelved unless bundled, any scenario not monetizing the asset directly, but possibly swaying a deal that otherwise might not happen. To be clear, that is best case in my view.
My initial reaction to KB pr was that AXAL was done. Then, I thought what is the best possible outcome. In my view it was a sweetener to a bundle with HOT or NEO. But, going from Euro rights to the likelihood of worldwide or hemispheric rights per lombardo comments, before EMA withdrawl, obviously there were no takers. So, I believe it was KB attempt, lame as it was, to let pharma know it could be had for the taking. At this point, I see no reason to change that view.
I never passed Alg 1, despite several tries, but ended up making my living in large part estimating project costs. Fricking ironic. Truth be told, the origin of my observation stems from a comment I made to my Dad to the effect what's the big deal of a postage stamp going from. 02 to .04, only .02, whole number difference. Dad response, But its 100% increase. Never forgot that lesson.
Hey ub, the total decrease in tutes was actually more like 61%, not the 27.5% you cited. The 27.5 was the actual number of tutes decreased,if I'm reading your post right. Clearly, the number is significant no matter how you view it.
1st, being short is a hedge, risk mitigation for me. Not to be confused with averaging down, eg., increasing exposure.
2nd, absent a deal, my guess is dilution occurring as that is the easiest way and its incentivised contractually for Mgmt to do it, and likely the only option available. Its going to take time to draw the value out of HOT. A raise, while screwing existing investors, provides for runway to HOT data. Do I think it happens in 2018? It makes sense, absent a deal.
Facts are a minor detail, that may or may not be used, in their entirety or a revised version, in the pursuit of narrative support.
Most 70 yr olds run the risk of serious injury throwing anything heavier than insults.
No question poc would alter the equation. That's the sizzle for sure. Hope kb knows how to fish.
What do figure the timeline is based on 4Q18(not fy) trial start. Dont know for sure, but I thought I saw that somewhere.
If you're a betting person, throwing down here may have merit, on the other hand, anticipating a flood, and making sure you have the bucket brigade on the ready would be prudent as well.
For sure that's part of it. The lack of volatility implies risk avoidance on all sides.
By backtracking, not hard to see the fork in the road where it went bad. By managing risk, eg., knowing that things can and do go wrong, and once realized that is the case most always, not putting all your eggs in one basket would be the #1 rule to adhere to. Otherwise, not sure what you're talking about. No worries though, sounds like your lifestyle is well insulated.
Provide a hungry man a fish for dinner. Though sated for a time, the same hunger arises in a few hours. Teach a man how to fish and he has a lifetime of being sated. That's called a solution. I'll never go hungry, unless by my own incompetence or design.
"The volume says otherwise."
The low volume says there is absolutely 0 interest in making a new bet on the future at this point, subject to news of course. A 6th grade investing club model would support that. That same 6th grade class would then study why, providing a lifelong lesson in managing risk. Be smarter than a 6th grader.
I agree, but it is a reason to remain hedged. My guess is with deals, the upside can be significant from here. Likely a spike from which retracement will occur. Affording an opportunity to regain equity and do what you will with it. The downside to dilution, without news to justify it, likely to be well below 1. Though the net numbers are not huge, the % moves are significant.
Well, the 185 million barrels of beer sold in 2017 worth close to $25 billion would suggest many dont agree with you. As for headaches per capita, clearly some drink too much, and others shouldn't at all. Cheers??
Forgot to add, 1.3B Chinese and 340M Americans would be a helluva guest list. Let's party like its 1999.
It is the most unlikely of scenarios we're getting a milestone they cant disclose other than being buried in a 10Q. It is far more likely there was none. But, if there is a milestone, that's a good thing, sabe?
Its the little pleasures that take the edge off the daily grind. Grab a Starbucks whatever and feel the love. KB has his work cut out for him. Wouldn't give ADXS that much control to influence my coffee jones. But. I'm positioned to benefit if KB gets it done.
My least thoughtful post today, and it made the cut. I have a plan now.
That would be Bob the maintenance guy, still using the potted palm has cover from the alien blackout op, during the days of silence.
Something to chew on. Didn't know the Chinese FDA is evolving. In fact, didn't really know how they operated, but its increased in size from 100 people to 1000 since 2014 according to the article. We could use some Chinese $$$ too. KB speak Mandarin?
https://www.bloomberg.com/news/articles/2018-08-02/to-get-the-latest-drugs-head-to-china
What do you mean summer time is not a good time to announce a deal? Thats ridiculous. You think kb and crew waiting on the tides, moon, and vacation schedules to optimize the effect? Lol. A deal or dilution, thats what is in the cards nearer term. Can't escape it. Lets hope kb gets it done ASAP.
Well, you sher-manned up in para 1. As for your theory about ADXS trading inversely to the major indices, no shyte. Take a look at 3 year chart. As for your hope that your explanation met my expectations, sarcastic or not, I would offer that my expectations aren't the issue. It was your expectations that gave rise to the thread. My analysis of your expectations, since you asked, is that like all longs, the hope is for the chart to substantiate a long term trend reversal. Good luck.
fairly certain we will see an uptick towards the end of the day - I will explain it later .
Explain it anyway. Inquiring minds want to know. Personally, I liked the close above .40's. But when you start timing short term events like you have a crystal ball, it puts you in the esteemed company of many here who have failed to forecast accurately before you.
I agree some inflection points weigh more heavily than others. Inflection points in the rearview mirror support the chart indicators that reflect the current reversal. So, the volume between .15 and .62 point to that. Speculation fuels the whole concept tho imo. Since there's about 5k people, tops, on the planet who can talk the science, that leaves the speculation to us. But, your mention of the EMA withdrawl inflection point which may, or may not, be considered as a more important trading data point by some traders, is nonetheless a fact. IMO $2, while attainable, is ambitious. But... ones luck can change at any time. Good Luck.
I like the way we got out of .40s today. Traders putting a bit more meat on the bone. Bodes well for a chart reversal as that is the only thing, for whatever reason propels it, creates momo for the ride up.
Roger that gf.
Makes cents to me.
Whats for breakfast?
Bourbon on your cornflakes?
The timeline and reality of a sub 1 bid price is 30 days consecutive sub 1 bid price triggering the non compliance. Then, an appeal by ADXS to Nasdaq for another 180 days is granted. Within that 180 days, a bid of 1 or greater for 10 consecutive days regains compliance AND delisting clock resets to 30 days sub 1 again. If not compliant at the end of 180 days, company can appeal again. While that's being denied, another 30 days tops, usually far less. Then, delisting is enforced, another week or less. So, basically a max 8 months from uninterrupted sub 1 to the OTCBB.
If true that your trades are making money, that's the only thing that matters. Many here see successful swing trading as a threat to the true long concept that is simply the easiest way to buy n hold until/if that strategy pays off. All ways of making money are good. Just have to be lucky enough to call the turn on the swing trades. Nice action today into the close. 2 days and counting to the upside.
Clearly, tho folks say its about the science to justify almost everything, the bio world is about raising and managing money, strategy and execution. I guess KB firing Sara was because she was so very good at her job. Nothwithstanding the non disclosures and waivers she had to sign on exit to get all the parting gifts, she was actually a real treasure. I'll be darned. If we'd only of known.
Sara landed on her feet... Doc picked her up.
In connection with her appointment, Ms. Bonstein received a one-time inducement award of 625,000 restricted shares, of which 312,5000 (50%) are fully vested as of the grant date. The remaining shares vest quarterly over a two-year period.
I see it an issue of FDA being 50% funded by the feds, 50% from pharma last I knew. The agency has a political appointee as Chief. Then, we have appointees sitting on the committees. The FDA infrastructure is comprised of lifetime employees, who don't succumb to the private sector at some point. Not unlike prosecutors who end up in private practice. So, out of this spaghetti bowl of overlapping self interest is the one axiom that justifies every action they take, do no harm. In my view they should add "to my career" to the axiom to make it official. So, making a call about FDA behavior from a total vacuum of information eg., the hold, and trying to decipher all factors is futile. Dems da rules and da process. I wish it wasn't so.