Witowski Presentation This what we know :
- the abstract for the presentation has not been made public, I am assuming it will be available to attenddees on the day of the meeting
- this is a presentation by the investigator in a scientific setting, it is NOT a presentation by the company to investors
- Sernova will have little control if any whatsoever of any of the materials presented by the investigator
- Tolekis has hinted or alluded in several podcasts to the fact that clinical results will be presented on this date . Tolekis appears positive and his statements are painting a rosy outcome but he does NOT directly state it .
-we do not know how much clinical update Witowski will present . In the 2019 presentation he did state quite a few facts about the first patient . There is well over a year of data on the first patient , and I am assuming at least another two to three patients . They will have easily defined general trends , certain outcomes to measure outcomes .. c peptide , amount of insulin required for patients enrolled etc. But how much will he disclose ?
- since any clinical data is material news for a publically traded company, the dissemination of any information from the clinical presentation must follow regulatory guidelines .
- besides doing some IR podcasts to investors ( most likely credit going to Dominic ) , management had not done much in my opinion . Share price is up because of Sgtx keeps going up , Sva is so undervalued. Management has not taken advantage of the increase in visibility of the company to new investors . Management has failed to keep the momentum going , they should have updated on Thyroid, Hemophilia, Immunotherapy any collaborations imo.
- there are three sets of warrants being exercised potentially at the same time . That's a lot of warrants to be cleared and it is obviously holding sp down. Good news is that there was 7.5 million shares traded in the last two days . But again I dress getting on Nasdaq should be priority for two reasons . There is much more liquidity . Secondly, you can't naked short on Nasdaq like they do on the Venture . This will provide stability to the share price .
- eventually the results will be key but having a strategic business plan and knowledge of capital markets, and negotiations with complex collaborations will require a lot of skill by management .
- this week could be the defining turning point in the history of the company .
Just my thoughts . Please keep the conversation to Sva ( no American politics .... glad I got my parlour App lol)
Elgin