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Re: cardnut post# 1636

Tuesday, 10/07/2014 12:53:52 PM

Tuesday, October 07, 2014 12:53:52 PM

Post# of 1673
It's a very complicated story that has over 5 years of relevant data points. Oddly, OvaDx has a better chance than ever of getting to a point it has value but the odds are still a total toss up. But the value isn't in OREO, it would be in ARYC. But ARYC has it's own negative issues so that's a gamble as well. But if you want to play the OvaDx "trade", you would buy ARYC and leave OREO alone. It's so overpriced here it's insane, versus what you could get in ARYC (for OvaDx). I think ARYC is going to have to restate Q2 numbers as well and that's a minor risk. I say minor because I think many understand you can't book $1.5 million in revenue and then reserve it in the same Quarter (and additionally go on Twitter and ramble about the great revenue). So odds or decent (IMHO) that the SEC makes them restate, but I don't think that would shock many.

All IMHO.

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