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13/12/15
11:22
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Originally posted by railroadman
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While we all reflect on the current SP position we have come to the folk in the road. To the right, hold and await the anticipated positive outcome. To the left, determine and accept that the outcome is not what was expected. Sediment is emotional and financial.
The unknowns are many. The indicators, are confusing, blurred and masked by a defining silence. But there are other metrics that may indicate the future may not as dim as the current SP situation portents.
A few thoughts and questions:
Did we lose any programs? Is it 20 0r 12 ? Actual number of supply agreements? Any on hold?
Have we run into production issues? IE Quality, cycle time/ defect rates/ cost? Flextronics?
Any social issues with customers? FDA
New Competition for improved devices?
Any customer issues that have effected the projection/timelines that the company and Orbimed didn't expect?
Any milestone delays?
Relationship with Orbimed?
Cash position, Salary restrictions
internal cultural issues/ uncertainties?
Low Market cap?
Share count.
Analyst relationships?
No product revenue.
A few other thoughts:
Company has been very successful raising cash.
Succeeded in meeting the initial requirements for Orbimed.
Attracted the new CFO, Ryan, DR. and others
Full product line or portfolio of devices.
Two PFS supply contracts.
Two Wearable supply contracts
One Ocular supply contract.
These are the key revenue generating supply agreements that can really be identified to future cash flows.
Others IMHO are still a work in progress.
Novartis, one ocular and Abbvie.
Flextronics
Blue tooth Informatics
Interest in Imperium? Where does it stand?
Biodel dead or alive??
Number of patents IP 180 plus 200 in the Que.
MS process. Who, what and when?
A product
More than one
A platform
The company
A equity stake?
A group of Equity Partners?
Many avenues to be considered.
Total JPM ownership.
The MA area is very active.
Just thoughts and please add the items.
We wait.
RRM
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The only thing stopping me from dumping is:
- Orbimed waved their earnings requirement
- sharks converted their shares
So the shares are worth simethung and i dint think it will be a total sale...i thinknit will be a case of handing over your first born cheap but even with 300-400million shares in offer i hope the management gets a shake up (Ramin booted) and they get on with trying to be a credible company by 2018. A player by 2022 and a force by 2025