PhD, I bet the peasants didn’t know the emperor’s plans. I am with you and NSX and all longs who want to see the details. All longs want more info from behind the curtain. You know as much from our off camera talks, but I think we both know Tim is once bitten, twice shy. This board alone tells you there are many that want to see CMTH fail, and in the past have gone as far as call and visit and harass the new offices. We all knew last summer Tim would never again announce a future office, and now he barely announces a completed one.
The update was vanilla for sure, but their is cake in there if you read it IMO. From it we see the long awaited paper is drumming up interest and three offices already opened with more coming. Not knowing if that is 1 or 20 is a bummer. We know FemCelz is gaining ground and the big brother StemSpine is getting super close with documents close the being released. This Q, next Q, this year? Who knows, that’s what bugs the longs and feeds the bears. The medical field can move slow.
More kits have been sold that any other month. Like someone said, 1 more kit is a record setter. Was it 1 more kit, 10 more, dozens? What is their margin per kit? We don’t know those details and it bugs us. But, even if Tim said we sold 50 kits in just one month, would it matter? The bears would laugh all day long saying only 50 people out of 8 billion want this company’s products and make hay, or call it a lie. Longs are just waiting for what we were waiting on in 2019.... watching the offices open and the revs go up. Simple as that. The rest is just want to hear, not need to hear.
What dragged all this out over a year, and caused all the toxic notes to convert was the delay in the paper adding the 100 2.0 folks. No pain, no gain I hope. That will all be worth it if it has the effect it was designed for.
Even without the details we crave, all patents are moving forward and talks appear to be continuing. Let’s hope 2020 is the year we see the Q over Q growth. Waiting on the trial paper is out of the way now, so we will soon see if CaverStem and FemCelz are viable in their space. I think they are and have my money riding on it, others have the opposite opinion. Time will tell soon enough.
