Fibrocell Science Inc (FCSC)

[scmfinance]

I would not say I am worried about the delay as some are expressing. I am more baffled as to why. I had already come to terms prior to this announcement with what I believe would be the worst case scenario at point, which is another round of dilutive financing. We all know that the money runs out in June. And we all know that there's no way sales will have reached a point where they can sustain operations, so it's hoping for more favorable terms in the financing or a buyout/partnership.

At this point, I think the company should be trying to do as much as possible to encourage investment. To me that means, in addition to continue with promotions of laviv (training of doctors, celebrity endorsement, etc.), the company should get the skin cream to the market and get China launched. I think both of these would impact the current share price positively. With the higher stock price, the better terms we would receive in any financing.

I do not think the company would delay release of any 4Q results on weakness. I think the more likely scenario is due to some sort of financing and/or partnership (though probably not a buyout). Also, bear in mind, it seems we are acquiring more institutional investors, which is never a bad sign. I noticed another 13G was filed on Tuesday.