RE:RE:RE:RE:RE:Trying to answer some of your questions Frznth,
Thank-you for your thoughts.
I do not post often, but think deeply about equities, and will accordingly take a major position when I am convinced, as a long only investor.
The point in bringing back the thread, was to educate and shine a light on the analysis and thinking patterns,
This can improve our abilities as investors.
I stood alone in the debate, and left the board to the promoters.
I could see that my opinion wasn’t favoured, and I am not a “basher” so I left the room.
I didn’t come back to boast, but again to ask folks to reread the debate and carefully think about what was said, as it can improve your skill as an independent investor.
If you reread the entire debate and analyze the FDA papers, I believe you will see that evidence and the scientific approach to data, is important and profitable.
To me it is clear:if you use evidence to support your decisions, you have a higher probability of success.
When someone uses emotion or persuasion to make a point, go back to the data, and interpret the data with a rigorous framework.
I was able to be financially independent at a young age doing this, although I still choose to work.
why should you care?
Your questions now, relate directly to this approach.
I can give you my opinions on the path forward with HSM but to be honest, it will take me several weeks to analyze all the information, and decide, as I need to review all the documents from the FDA, EMEA, and Australian authorities, and put it in context.
I could give you a quick gut reaction, but that would have a lower probability of success.
To me, I haven’t committed any capital to this company as I stated in the earlier thread, but I haven’t given up yet.
There may be a play yet.