Sunday, September 07, 2014 7:35:28 PM
Thx.
Look - I have several „reason”:
- First of all, I have time
- I do not think that anybody trying to think up a way to expose that any of my post as incorrect. It’s normal to check it, since except few most of the posters do not know anything about me top of my posts. If somebody challenges me with different assumption, I am fine with that, since I do not like Yes-Men and I do not think I am the only one who know the truth.
- Most of the posters add a value to the board (except three moderators, post like “As we are on this board.....hence, give it a rest re: scripts.”) and it is not a problem for me to accept different view, especially if I am not familiar with the given area. On the other hand I have experience in several area and I try to help others to understand the different topic. Yes, the situation looks gloomy now , however I just write down (translate) the facts, not generate.
I agree with most of your view, except: Pharmakon / BioPharma deal is (was) better than dilution, especially with this low (10%) Quarterly Cap. In case of other company BioPharma takes 25% of Net Revenue. If they made a mistake, it was that they did not dilute in the 10's - top of BioPharma deal – but I do not want to be back seat drivers, especially when I do not see (know) everything. I see one real mistake by the management only: they tried to approach OND immediately after SPA rescission. It was amateur / naive, since they could not work around the official way, so we lost 1-1.5 month, they had to try it simultaneously with appeal to DMEP. (I do not like the 2012-2014 Notes conversation - it was premature - but I do not know all details behind it.)
Hopefully, we will see the light in the tunnel - during the upcoming 1(2) week(s) - and it won't be the train (I still think).
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