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Looking forward to getting on a Telehealth/Telemedicine ETF sometime next year. They have been hot this year.
https://www.google.com/amp/s/www.etftrends.com/thematic-investing-channel/the-demand-for-telemedicine-can-help-fuel-the-edoc-etf/amp/
THEMATIC INVESTING CHANNEL
The Demand for Telemedicine Can Help Fuel the “EDOC” ETF
BEN HERNANDEZ SEPTEMBER 9, 2020
Something to consider.
The number of retail investors have exploded in the last year and they certainly to contribute to stock volatility, along with seasoned traders.
.However, they don't move the needle much because the real money lies in the institutional investors (greater than 80% of the market).
It’s only a matter of time for us to be on a big board, and when that happens, the kind of growth CVLB has had will attract big Tute money and share price/valuation will increases dramatically
Thanks for the insight. I was wondering what was the underlying reason and was just about to do some DD.
I’m certainly anticipating another blowout quarter.
Look at the chart. Higher highs and higher lows.
This is a brilliant thought, DarthYoda: "Whenever someone tries to trap you into problem, reaction, solution, it is always their solution that is your actual problem."
A VACCINE WILL NEVER BE A SOLUTION FOR US. No matter what happens, my wife and I will find a way to avoid it. While they say it won't be mandatory, mark my words, it will be. They'll require a certificate of some kind to travel, to work, to go to school, etc. Fortunately, we are mostly retired and can disappear into the woodwork. I do feel for other anti-vaxers who won't be able to avoid it.
Too many OTC traders continually scalping will dampen any sustained momentum UNLESS we get significant positive news - new big contracts
Thanks. Much cleaner.
Hey, what was that 342k share uptick at the close?
This is one sharp guy. What an incredible addition.
"Mr. Yecies regularly speaks and publishes about intellectual property law, including guest lecturing at the University of Pennsylvania."
Looking forward to finding out who our female rockstar is who'll be promoting NavaMD
Happy Investor ~
What are your thoughts about the huge shareholder compensation? House-cleaning in prep for Nasdaq?
Was A new customer service center mentioned on the conference call?
Inflection Point
All the small and large day-to-day progress made to get the company to this point and all the effects of their positive execution lead to an approaching inflection point. .
Nasdaq is the inflection point and a sign that the must make certain fundamental changes in order to continue to operate at a higher level. They’ve so far demonstrated that they are capable of attracting institutional money
I’m in total agreement with you. CVLB has all of the necessary pieces in place to uplist soon and is one of the best put play OTC companies to make Nasdaq I’ve ever seen.
IMO, management and IR has already started courting institutional investors.
It’s a gamble a lot of traders take given that the majority of OTC stocks that say they’re going to uplist, never do.
Great question. I woke up asking myself that same question.
I can’t pretend to know- too many variables. I’m certain Justin and team are working hard to get uplisted ASAP.
I assume you’ve been here a long time. I’ve been tracking and trading WEYL/LGIQ for at least two years.
Do you realize how long this “naked short” narrative has been going on?? At least two years. Some kind on Twitter was posting everyday how the naked shorts were toast. I’ll believe it, when I see it. And as long as I’ve been investing in otc companies I’ve never seen naked shorts get roasted. Maybe this will be a first. But I doubt it.
The one issue I have in going long is that their gross margin is deteriorating with growth over time. It went from 40% (FY2016) 4 years ago to 16.9% TTM now. It could come back but it will take time. So they remain a good trading tic given their really low float
Seeking Alpha article out.
Conversion Labs Offers A Big Opportunity Here
Oct. 22, 2020 7:56 PM ETConversion Labs, Inc. (CVLB), CVLB6 Comments1 Like
https://seekingalpha.com/article/4380802-conversion-labs-offers-big-opportunity
Thanks to jefra for catching that
Check the main page of the company’s website. A new brand is launching. NAVA MD
Clinical Skincare
Great analysis, jefra! Appreciate your analytical skill set. All the pieces of the puzzle are still coming together. If management continues to execute the way they have, Next year will prove to be exceptional in terms of continued phenomenal growth. AND the share price should easily triple from here.
Exceptional addition to the Board
https://ir.conversionlabs.com/article/?article_id=2111775
Conversion Labs Appoints Former White House Physician and U.S. Navy Rear Admiral, Dr. Connie Mariano, to Board of Directors
NEW YORK, Oct. 21, 2020 (GLOBE NEWSWIRE
That high, and growing higher, ARR gets plowed right back into OPEX and maybe reduce expense going forward which I think was around 65% (average) of revenue and now a bit over 90%. I now realized why it increased given these new roll-outs as well as acquiring new subscribers. Maybe after uplist, an analyst will ask how their S&M expense works (lifetime, efficiency indicators, thresholds). What S&M expense ratio (from revenue) can we expect going forward?
Great find, jefra!!!
I had not see this piece before:
"Rex MD plans to soon offer treatments for longevity, strength and endurance, hair loss, skin care and other indications."
Imagine the announcement of these new product lines (possibly brands) in conjunction with Nasdaq listing?
I also like that Dr. Toll takes a holistic approach that "provides highly personalized care that caters to each patient’s whole health, including mind, body and soul."
Listen, the greatest issue we face and have faced for decades is that the medical community STILL treats the symptoms and not the causes. I'd love to see Conversion eventually provide product/services along the holistic continuum.
Agreed. We’re still undervalued here. Maybe, just maybe we show break even or even a profit this next Q and that’s the ace in the hole Justin is holding and why he’s pushing to uplist ASAP - as well as our main competitor, HIMS, heading to Nasdaq via Oaktree with a ridiculous valuation
OPRX is slowly replacing the pharmaceutical representatives that largely do the selling to physicians. This was a declining practice pre-covid and post covid pharma reps are even less in demand. OPRX accomplishes this by creating an ecosystem for each party involved.
-Big pharma gets direct access to patient data and trends
-Physicians can learn about new medications in one portal and access the most recent clinical data
-Insurance companies are better able to view how doctors are deciding to prescribe treatment (and perhaps even guide it in the future)
-patient will receive better medical care as their physicians now have better access and availability to real time treatment options.
-OPRX then takes a small cut of each prescription sold and can offer messaging directly to the ecosystem about how the patient is responding to the treatment; this will improve treatment over time.
Its a win, win, win, win, win. I'm actually surprised they pulled it off but kudos to them. ALso, this is a great place to build in pricing transparency in the future; which allow for a much better cost-benefit decision for the patient and physicians.
I was thinking of OPRX. On it's way to profitability in a couple of quarters just like CVLB. No debt, an OK gross margin of 57.5 - 60% (I believe CVLB is around high 60s right now) and an Opex than seems to be stabilizing. Estimated revenue for this year of $36M (46% growth YoY). P/S under 10. Check it out.
CVLB is a healthier company IMO. OPRX is making as much as CVLB ttm but growing slower with a smaller GM.
Would you like to share with us the numbers you have run to warrant that kind of valuation? Saying more than justified is a totally general comment and not based on fundamentals. I have my ideas of what a fair valuation would be relative to their peers and at this point, it certainly isn’t that high.
Nice overview, jefra!!
There are some great benefits to getting the SP higher. No matter how you look at it, there is a negative stigma attached to penny stocks traded on the OTC. For the company to getting better financing on better terms with less dilution, they need to draw attention from analysts and influential investors: Higher-priced stocks attract more attention from market analysts and a favorable view from analysts is excellent marketing for the company. They are also more likely to pop up on the radars of big institutional investors and mutual funds, many of which have policies against taking positions in a stock whose price is below a minimum value.
Vanity Dude! I'm so so disappointed the sp hasn't go down like you promised it would. What happened? If you have access to the Stock Gods, please please tell them the sp is going in the wrong direction.
I really want to buy more shares of this extremely undervalued stock at lower prices. Dang! Where's that ice berg our Titanic ship CVLB is going to hit?
Hey gang! I'm no longer needing to be a moderator here. Anyone know how to unsubscribe from being a moderator?'
TIA
You mean that IGEN with a 900 plus million float at a penny and a half?
And I completely agree with you in terms of never seeing this kind of OTC company before. And I’ve been investing for 20 years and know the OTC market really well. Getting in now below two dollars is still an amazing deal going forward. I was fortunate to start getting in at $.50. My last buy was at $1.69. And just waiting for some more cash to come in to make some more purchases. Take care!
Let's not even go to $50/sp let alone $10/sp.
Let's see them post positive numbers for August and September and if the growth continues at this rate, we could easily see a fair market conservative price of $4. I say conservative in the context of solid growth from their current sales channels only. NOW, if there's a new product or service that's promising to add significantly to growth OR there's a solid acquisition with positive cash flow, then that would change the situation and we could see much high sp by EOY.
CV Sciences, Inc. Experts Contribute to Journal of Dietary Supplements First Special Issue on Cannabinoids
August 13, 2020
SAN DIEGO, Aug. 13, 2020 (GLOBE NEWSWIRE) -- CV Sciences, Inc. (OTCQB:CVSI) (the “Company”, “CV Sciences”, “our”, “us” or “we”), a preeminent leader in hemp-derived cannabidiol (CBD) products, is pleased to announce the publication of two papers in the Journal of Dietary Supplements’ first Special Issue on Cannabinoids.
In this issue, CV Sciences’ team of physicians and scientists took the opportunity to contribute to the growing body of scientific evidence on hemp-derived CBD as a non-prescription product.
Dr. Douglas Mackay, N.D., Senior Vice President of Scientific and Regulatory Affairs for CV Sciences teamed up with Cannabis expert and academic Dr. Igor Koturbash, M.D., Ph.D., Associate Professor and Vice Chair of Environmental and Occupational Health at the Fay W. Boozman College of Public Health, University of Arkansas for Medical Sciences as co-editors of the Special Issue on Cannabinoids and provided the editorial, “Cannabidiol and Other Cannabinoids: From Toxicology and Pharmacology to the Development of a Regulatory Pathway." The editorial outlines the intent of the Special Issue on Cannabinoids, which is to address key scientific questions related to benefits, safety, and composition of popular hemp-derived CBD products.
Dr. Osvaldo Marinotti, Ph.D., Senior Scientist, CV Sciences, and Miles Sarill, M.Sc., National Educator for CV Sciences, co-authored, “Differentiating Full-Spectrum Hemp Extracts from CBD Isolates: Implications for Policy, Safety and Science.”
Both papers intended to add peer-reviewed scientific evidence that supports FDA’s request for “data that may help to address uncertainties and data gaps related to CBD, including real world evidence to address safety questions”.
Joseph Dowling, CV Sciences Chief Executive Officer, stated, “Observations from the food, supplement and cosmetic industries suggest that consumers expect a responsible, transparent, and science backed industry, that is fully FDA regulated. We agree with consumers, and that’s why we continue to lead the industry in advancing CBD science and regulatory compliance. We are proud to contribute our team’s expertise to this important cannabinoid report in the Journal of Dietary Supplements. These efforts help develop a framework for an FDA regulated industry that consumers can trust.”
The same Special Issue on Cannabinoids in the Journal of Dietary supplements also published the two previously announced research studies demonstrating the safety and health benefits of PlusCBD™ products:
Published on May 25, 2020, “Post Marketing Safety of Plus CBD™ Products, a Full Spectrum Hemp Extract: A 2-Year Experience,” this study adds to the growing body of literature that supports the safe use of hemp-derived CBD as a dietary supplement. The data confirm a low rate of adverse effects in millions of consumers taking PlusCBD™ products over a two-year period. A noteworthy finding was the absence of any reports of liver toxicity, which has been described in studies using high doses of CBD as a prescription drug.
Lead author Stephen Schmitz, MD, MPH and co-founder of Supplement Safety Solutions, stated, “This is the first longitudinal study of a CBD dietary supplement being used in real-world conditions. This study represents two years of data and daily product use from millions of consumers and demonstrates that CV Sciences’ products are safe and well tolerated.”
Published on May 27, 2020, “Effects of Hemp Extract on Markers of Wellness, Stress Resilience, Recovery and Clinical Biomarkers of Safety in Overweight, But Otherwise Healthy Subjects,” this study used PlusCBD™ products to determine their benefits on stress resilience, perceived recovery, mood, affect, body composition, and clinical safety markers in healthy human subjects.
Lead author Hector L. Lopez, M.D., CSCS, FAAPMR, FISSN, commented, “In a first of its kind study, participants taking PlusCBD™ products had significant improvement in HDL cholesterol compared to placebo, while improvements in measures of stress response, life pleasure, wellness and sleep were also observed. We also found an excellent safety profile, with no adverse signals in liver or other biomarkers of health in the group treated with PlusCBD™ products.”
Duffy MacKay, ND, Senior Vice President of Clinical and Regulatory Affairs for CV Sciences, stated, “These studies add to the growing evidence supporting the safety and benefits of hemp-derived CBD by tracking participant experience and health outcomes while taking CV Sciences’ proprietary CBD products. In 2018, CV Sciences achieved self-affirmed GRAS (Generally Recognized as Safe) status as a result of our extensive non-clinical testing program. Now, I am proud to say that CV Sciences is the only CBD company that has published toxicology studies, randomized, placebo-controlled clinical trials, and a systematic evaluation of post-market safety data of our products.”
The peer reviewed manuscripts created an opportunity for scientific and policy debate from a variety of expert viewpoints, including the article by P.S. Cogan, Ph.D., “Reality and Legality: Disentangling What is Actual from What is Tolerated in Comparison of Hemp Extracts with Pure CBD,” which suggested that hemp products with CBD are more appropriately regulated in alignment with current tobacco regulations. CV Sciences advocates that hemp-derived CBD products are dietary supplements, and we recognize that transparent public debate regarding these important issues are a critical component for sensible hemp-derived product regulations to be enacted.
Thanks. Your link got me started on a deep dive into management history and their connections.
Can you provide a link to this "breakout board?" I don't follow any of these BO stocks. Just curious to see the folks touting it.
I’ve been holding since March 2018. Have averaged down a little but not enough. Starting to feel positive about the future growth with this new contract.
For those who haven’t seen this news.
PRESIDENT TRUMP SIGNS EXECUTIVE ORDER TO PERMANENTLY EXPAND TELEHEALTH BENEFITS FOR MEDICARE RECIPIENTS
BY JACK O'BRIEN
AUGUST 04, 2020
Additionally, CMS released a proposed rule to reduce the clinician burden in rural communities.
https://www.healthleadersmedia.com/innovation/president-trump-signs-executive-order-permanently-expand-telehealth-benefits-medicare
Good try, matey!! You have one post and absolutely no credibility AND more than that, you have absolutely no understanding of just how undervalued this company is based on their growing revenue.
Jeez, at least make a cogent argument based on facts and there are plenty of facts that demonstrate what a healthy company this is.
I ain't doin' your DD for you.
Read the 10ks and 10qs.
Oh wait, you probably wouldn't be able to understand them anyway.
We’re still only probably 2x sales. There’s a long way to go before fair valuation for a company like this with top management in this space at this time
Link?