are you telling me
- there hasn't been musical chairs since the new lot came in
They have hired positions to increase the sale pipelines (now doubled) sale have been increasing they hold the 1st and 2nd postion in sales since Q122, not including the bogus print in Q423 , reduce sale lead time from 9 months to 6 months, have 50% of the workforce focusing on sales, removed executives that are not related to the above ( overpaid executives not focused on above )
- there isn't time and cash burn
Tine frame indicated is similar at Dec 2025 with cost around $30M vs $35-40M
- there's not much progress on sales other than tweekng revenue recognition
See first comment
- cash flow positive as published by the new lot was not goal number 4
Execute toward BE July 2025 Goal 1 was completed and BE moved to position 3 and see second comment. Chicken & egg.
- the share price isn't 5.5 cents down from the capital raise of 15 cents noted as a bad thing and reason for the spill.
Reasons for the spill Annexure A.pdf see below comment.
- that very capital raise hasn't saved IPD from a much worse problem (if it hadn't happened)
My opinion is rushed thru as the company had no plan in place to action NCCN release, they needed to keep the doors open and only had 278 pipeline. The company indicated they were in a better position, as we see they were not even close to been ready, market revalues accordingly.
- that not investing in R&D was not prudent
Improving on existing systems and indications helps retain customers and keeps competition on the back foot, vs going after heart and renal and having nothing to show for it.
- that the published forecast revenue stream means IPD will be cash flow positive without another capital raise ? because it's not saying that to me !
RLJ keep an opened mind & modeled, could be possible. More information is required, Q2 results to get conformation. A bit more time required and patients for the Q2 results.
what have I published or pointed out isn't factual ?
Would be appreciated if your post where more refined rather than a dart throw to see which rant to post. example BE now position 3.
just run the ruler used for the spill over the new lot and keep your eye on that capital raise - dilution ! well it looks to me like it's coming.
I don't think a CR is on for BCRL, but could be a possibility for lower limb, BE pathway will come first.
My dilution table below not updated recently.
USA sales table.
Embrace the better way.
In the meantime, accumulate. Wyckoff.
Acclivity
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