Sernova Corp T.SVA

Just Wondering II

[donkeyfeathers]

Hey Red,

I don’t think we’d be changing the "auction effect” of Pharma’s eventual offers (plural) if it was announced that a compensatory aspect to these new collaborations existed.  Something along the lines of “there is a net positive valuation to the company, as a result of these collaboration agreements” if that is the case.  That shows nothing to potential suitors, and does provide material information to investors (legacy and potential) now.  I’m not sure who vets these NR’s that I think Dominic writes, and maybe the nature of these collaborations does not include either a cost or profit to SVA shareholders.  But as a shareholder who has a history with the share value behaviour post announcements, I think there is info that can be provided that doesn’t risk company strategy, while coloring in some of the money-in, money-out piece. 
As far as Rixpix observation goes, the (eventual) announcement that insulin free and anti-rejection free have both been confirmed, across patients, may or may not happen after a take out offer has been submitted.  Again, the board’s responsibility to shareholders is to get full valuation for our patience.  And the take out bids will be much higher if both the current study and these new collaborations prove the islets work and there is no need for anti-rejection drugs.  The rest is just filler which won’t boost the daily price variations very much.  I just don't want to try and time that "windfall" announcement.
DF

[BioTeck]

How much money were you expecting Donkey? Divide that number by the number of shares outstanding and I bet the amount is negligable. Sernova doesn't have what it takes to take this to the finish line themselves, they need partners and they just signed 2 of them. This won't cost sernova anything and they will gain experience and intelectual property and possibly open doors to many 

[donkeyfeathers]

I think the only things I've call out were your "weird" math applications, and an inability to be civil.  But because you were civil, I will cut you some room, but only briefly.  No, the information they could provide would not be significant from a dollar amount (how ever you define that), but it would tell shareholders a little more about how the relationship between SVA

[BioTeck]

Try calling the company and asking. You will probably get the answers you are looking for.

[rixpix]

Well said, DF.  On another note, could you please post in a larger font next time? I had to squint reading, even wearing my reading glasses.  :)

[Redbaron2211]

Agree DF more details would be appreciated but my take is this NR isn't for investors.  Feels like it's more tactical, not to be patronizing but I think about it like buying a home.  If it's a slow market and you know you're the only one looking, you are going to sit back and think about it.  If the realtor tells you there is alot of interest and potential