Celsion Corporation (CLSN)

[cameron12x]

Nice rally today. I just read QTR's SA article.

It's a nice spin, but I'm proceeding with caution. It's clear that certain individuals, hedge funds, and other entities (perhaps big pharmas vested in competing technologies) do not want CLSN to succeed, for whatever reason. And it worries me that it may start to trade like a ADR, especially if China is the only way to market the technology (e.g. LDA). Where does CLSN stand with regard to the FDA?

It is encouraging that Hisun is continuing its relationship with Celsion, but a MOU represents nothing new from what the companies had in their relationship six months ago.

As for catalysts? I'd hardly call the August 14th earnings call a "catalyst." There won't be any earnings. (But maybe a reduction in cash burn rate?) Unless profoundly new information is presented, it's doubtful that anything earth-shattering will be presented in D.C. in a couple of months? (One can only re-package the presentation of the same data so many different ways.) The DIGNITY Phase II Results "could" definitely be a catalyst, but "when" in 2014 will that study be completed and the results known? In short, I see no tangible "near-term" catalysts for the stock.

I write this without knowledge of what was presented at the shareholder's meeting today. We may see more information and press releases in the coming days which could be legitimate catalysts. I'm reasonably confident that the technology will work when implemented with the right parameters (e.g. RFA times). However, it may take more than my belief to get this approved for millions of suffering HCC patients.

Ultimately, the only true "catalysts" are approval by the relevant governmental agencies, thereby allowing this technology to realize the potential it might show for millions of HCC patients.

Let's all hope that CLSN gets to that stage.