SHARE PRICE I wouldn't consider this a liquid stock till we're...

SHARE PRICE
I wouldn't consider this a liquid stock till we're doing $10 mil of trades a day, last night $250,000 approx. I that low an amount anything can happen. In this elevated game of "Tea Leaf Reading" on leaf in the bottom of the cup is not enough to go on.

COMPETITION
Nothing?
MYDICAR? 86% improvement? p not good. p in supporting measurements not elucidated because all within margin of era. Small sample. Mid dose no response? Always the chance of starting cancers. Just doesn't look good.
Lot of hype around stem cells but nobodies results come close to C-Pulse, and the results they have from what I've seen are open to question. One super responder, but otherwise only positive is some improvement in time to adverse events. Just doesn't look right.

CP2
Pressure must be building to move this forward.
PILs gave problems in trials, not just infections.Plus diarrhoea from antibiotics. Plus falls damage them. Add complications and time to surgery.
Cohn keen to implant.
Surgeons must be pressuring for fully implantable. No tunnelling for leads.
Cardiologists NO EXIT SITE INFECTIONS.
Im taking the delay for CP2 to mean that the company is doing further rounds of development to get CP2 to a product that can immediately replace CP1 with.
Whats the degree of problem with the TET system?

ARRHYTHMIA.
Does repairing heart muscle cause short term problems for the heart? Expect the company is getting on top of this and other problems on the learning curve.
(Drops blood thiner and diuretics meds, keeps beta blockers etc.)

FINANCE
Got options, hasn't been pretty in the past.

TRIALS
?

COMMERCIALISATION
Depends on trials.

TAKEOVER
Need to get to a major milestone?

SUMMARY
We have a device that works and proven efficacy.
We have a growing body of knowledge on how to use device.
Device is not an end in itself, it provides valuable support, a possible pathway to cure or a bridge too/does not exclude other therapies.
The device has reached the edge of mainstream medicine (JACC article)

Otherwise from Stem Cells and the like, big announcements questionable results, CP2, Finance, Trials, Commercialisation etc. its all confusing.

No consensus that in the medium term Stem Cells/ Gene therapy and like won't have a breakthrough. (Although I haven't seen anything yet to make me think they're more than hype at this stage and that they need several more rounds and many years of costly science, but thats just my opinion and an opinion exposed to the equivalent of black swan events)

I can understand the wait and see at the moment.

Although I expect good movement in the trials and CP2.