Post by
BayStreetWild on Dec 08, 2021 11:08am
Under promise and
Over deliver. It's the name of the game. Any management worth its weight in salt knows that.
Comment by
Domino55 on Dec 08, 2021 11:17am
It seems to me that dead money for a year at all time lows is the new narrative. A Phase 3 confirmatory trial that is fully up and running and performing better than expected could be sold as over delivering but sounds like you guys think they'll make the worst of it and bite the bullet at 2% NPV for another year.
Comment by
Accountprince on Dec 08, 2021 1:53pm
So you're happy if there's no performance, time drags on, nothing much achieved, the share price stays low, management and the board are given more options at $0.22 per share, new capital is raised at $0.20 per share with warrants to support liquidity so long as they're straightforward/sincere about it? Man those new meds are really powerful.
Comment by
Domino55 on Dec 08, 2021 3:19pm
Hmm what do you think of the current valuation at 2% NPV? Do you think they'll decline their 2022 options at these levels?
Comment by
hmmmmmmmm on Dec 08, 2021 5:18pm
Anyone who's inside this story would want shares at these prices, but I do agree that we'll be closer to the mid/ high .60s of last Feb. If news of DaVita partnering with a Home Dialysis Pump Co. hits the news first- I could see the options being higher than that. If you're even casually paying attention to DaVita's situation you know what their number one need is.
Comment by
Domino55 on Dec 08, 2021 7:52pm
The share price has managed to drop to near worthless with the Baxter relationship in hand. What is to say it won't be the same with a DaVita deal? Since the inception of the company what milestone has led to a sustained share price increase? None...It is 23 cents bud. BTW You forgot to comment on the 2% NPV valuation or if you prefer all time lows.
Comment by
BayStreetWild on Dec 08, 2021 9:10pm
you can throw more money to fix a delay but you can't throw more money to fix stupid or a lie.
Comment by
hmmmmmmmm on Dec 08, 2021 10:16pm
If I felt like you I'd get out bud. And I did mention how I felt about lows- I buy them.
Comment by
Revten on Dec 08, 2021 10:30pm
Oh I will get out ....with Millions tooooo! Bud! Cheers
Comment by
hmmmmmmmm on Dec 08, 2021 10:35pm
You'll be fine. I was answering our mad friend- BSW.