RE:RE:RE:RE:Futureboazklinghorn wrote: Thats a lot, wow. I would just say on thing in reponse. Scoreboard dude. It all comes down to the SP and the market has spoken. 5 years ago before I first invested it was 66 cents and 5 years from now it will still be 66 cents. The market will move if and when it is merited by actual progress past the much loved base business and all the hopium in the world about things that might happen wont change that.
Past performance in the last 5 years should not be used to predict peformance over the next 5 years. If you believe in any of the progress the company has made in the past year and what the goals are for the next, 1, 3 and 5 years, you can assign probabilities of success as the company transforms itself, do you really think it'll still be at these levels? In the short term, the share price can go up also on simple supply and demand dynamics, perhaps a more focused IR program during this transformational year can create buying interest as the company awaits a licensing agreement, phase 1 AV results, potential start of a Y-BG clinical study, etc.
PGX is a disruptive bioactive delivery system, and that is what the experts doing the reserarch tells us. The bioavailability results with CoQ10 that showed absorption at 3 - 4X higher (at 8 hrs) than the gold standard shows proof of concept and how valuable this tech is. It's one thing to criticize the pace of developments or the pivots taking place, but if you believe in the tech, there's a great story here. The first out-licenising agreement with a life sciences company will be the commercial validation that you've waited 5 years for.
If you understand the challenge of making bioactives (drugs) water soluable and permeable to tissues, then you understand how disruptive PGX tech is as a delivery system, as increasing bioavailability (esp. for non-water soluable drugs, or using lower dosages, or targeting tissues directly) leads to increasing efficacy.