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Monday, 01/04/2021 12:06:38 PM

Monday, January 04, 2021 12:06:38 PM

Post# of 2860
January is Go Time for VODG. We'll know soon. FWIW, I was appalled at Vitro’s new web site after I looked at it a second time (just before the YH board disappeared). So I sent them a lengthy critique with specific suggestions. A couple days later they did a major revision. I don’t think the two things are related, but I’m glad they appreciated and fixed some (though not all) of the issues. The current site is “OK”, although it is bush league for a “News” link to go offsite, in-tab, to an ad-supported YouTube video. It also doesn’t help that the E-Mail address for the new CEO is bad. But whatever. The other point of concern to me personally is that they have not been responding to my (infrequent) E-Mails. But I guess they are busy. All that said… Hey, it’s go time, finally. They promised audited reporting and refiling this month, so let’s see if Zamora’s word is as good as Musick’s has always been. We’ll know soon enough. And let’s see if there are no games played with legacy stock holders – I do not expect any such shenanigans, other than the necessary dilution that happened, which was reasonable as stated. If those issues play out favorably, and we can stay out of the financial instrument lawsuit business, then we can all sit back and see if they execute …or if the company ends up being a neglected artifact of Zamora’s sizeable ambition. I don’t think that’s what’s going on here, but I don’t know these people. Overall, Zamora strikes me as the hungry, aggressive “face” that the company needed. I will take integrity over those qualities, but if we can have both, then it’s a win. Re Mesoblast’s hiccup with the ARDS trial, I think it’s overblown. I never really expected that stem cell treatments would go mainstream in time for widespread COVID application. I think the more important issue, that IS a big deal -- and the thing that will affect Vitro someday -- is that they signed a deal with Novartis. That is a HUGE crack in the armor, and I believe the event that will one day be viewed as the turning point for cell-based therapies. As I have been predicting for a while, there will be a run on legitimate stem cell companies, once the tide turns and all the major pharma players decide that they need this in their product suite. That’s the end game, to me anyway – the mad, incoherent rush to overpay and not be left behind. Until then, my hope for Vitro is that it continue to improve its image, hopefully continue to make progress with the Big Three alphabet soup agencies (USPTO, FDA and SEC), avoid any further major stumbles (hopefully last fall was it) …and survive long enough to be an attractive acquisition candidate when the time comes. But let’s get past refiling first big smile

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