True analysis of ACT
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Thread: True analysis of ACT

  1. #1
    stemdynasty
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    True analysis of ACT

    I have a few simple questions that investors need to answer themselves:

    1)Would Lanza ALLOW Rabin to potentially destroy this company after over a decade of his work was about to come to fruition within months?

    2)Would Langer even consider a position on our board if:
    a)he didn't believe we would be successful
    b)ACT was teetering on financial ruin
    c)He wouldn't be an asset in FDA NDA process

    3)If we were desperate for mone why didn't we increase the AS earlier this year?

    4)Why would Rabin intentionally choose the words, "very pleased," and "surprised, " if the results didn't show efficacy?

    5)Why would Rabin say we hope to show that we can replicate the results seen in our preclical studies?

    Then refer to my earlier posts on upcoming milestones for the company and forget about the day to day. To put in terms of risk reward (we are all in concensus that there is .01% chance of bankruptcy) we are looking at a another loss of .03 - .04 max worst case scenario with an upside of dollars. The massive loss was already done going from .27 to .10. Timing this will turn out to blow up in many people's faces. Trust and patience. Good luck to all.
    Last edited by stemdynasty; 11-03-2011 at 09:51 AM.

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    Stem, You couldn't put it any better.. I say the same thing to myself, and I say the same thing to friends when they ask "whats going on".. I won't even answer any of those cause the answer couldn't be anymore clear.
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  3. #3
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    My responses:

    I have a few simple questions that investors need to answer themselves:
    1)Would Lanza ALLOW Rabin to potentially destroy this company after over a decade of his work was about to come to fruition within months?
    Of course not and I agree thus why he extended his contract.

    2)Would Langer even consider a position on our board if:
    a)he didn't believe we would be successful
    b)ACT was teetering on financial ruin
    c)He wouldn't be an asset in FDA NDA process
    Definitely agree, his reputation is always on the line especially with someone of his caliber. He doesn't jump on any boat which promises a blockbuster.

    3)If we were desperate for many, why didn't we increase the AS earlier this year? I don't know about this one, there could be dozens of reasons why they choose to not increase the A/S. As you can see by the many threads on the shares and lawsuits it gets very complicated.

    4)Why would Rabin intentionally choose the words, "very pleased," and "surprised, " if the results didn't show efficacy? I agree, but its pure speculation at this point and learning from my past experience I tend to ignore looking to deeply in people words as it changes daily thus can mean anything. Very pleased = things are on schedule and going well or he is happy with the execution of the trials or happy the patient gave him a hug..etc. Surprised = he just received a bday present or twenty went to visit him or safety results are good or efficacy..etc....can mean anything IMO.

    5)Why would Rabin say we hope to show that we can replicate the results seen in our preclical studies? What else would he say? I don't think he would say anything otherwise. I seen dozens of biotech and pharm. companies who used the same line, its all a PR statements and def. not usual.
    Then refer to my earlier posts on upcoming milestones for the company and forget about the day to day. To put in terms of risk reward (we are all in concensus that there is .01% chance of bankruptcy) we are looking at a another loss of .03 - .04 max worst case scenario with an upside of dollars. The massive loss was already done going from .27 to .10. Timing this will turn out to blow up in many people's faces. Trust and patience. Good luck to all.
    I think its a VERY SLIM chance of bankruptcy, probably maybe even .0001% but its still a possibility if these lawsuits start to snowball even worse. I agree with trust and patience, but i'm not going to let my money ride down in the mean time. I rather take advantage of the situation and get more shares and save my money at the same time. IMO again.[/QUOTE]
    Last edited by DonV; 11-03-2011 at 09:51 AM.
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    Quote Originally Posted by stemdynasty View Post
    I have a few simple questions that investors need to answer themselves:

    1)Would Lanza ALLOW Rabin to potentially destroy this company after over a decade of his work was about to come to fruition within months?

    2)Would Langer even consider a position on our board if:
    a)he didn't believe we would be successful
    b)ACT was teetering on financial ruin
    c)He wouldn't be an asset in FDA NDA process

    3)If we were desperate for many, why didn't we increase the AS earlier this year?

    4)Why would Rabin intentionally choose the words, "very pleased," and "surprised, " if the results didn't show efficacy?

    5)Why would Rabin say we hope to show that we can replicate the results seen in our preclical studies?

    Then refer to my earlier posts on upcoming milestones for the company and forget about the day to day. To put in terms of risk reward (we are all in concensus that there is .01% chance of bankruptcy) we are looking at a another loss of .03 - .04 max worst case scenario with an upside of dollars. The massive loss was already done going from .27 to .10. Timing this will turn out to blow up in many people's faces. Trust and patience. Good luck to all.

    I agree that the hints from GR appear positive with respect to the early results from the clinical trials. But, I wouldn't give too much credit to either Lanza or Langer's participation as an endorsement of ACTC's financial outlook per their understanding of the business or financial matters that affect the company. Most scientists that I know have little understanding or care about corporate finance or legal issues.
    stemedga likes this.

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    Thanks for sharing the info. However, those articles don't convince me of Langer's business prowess. It seems like it's Terry McGuire of Polaris who's the business person that's commercializing Langer's research. It could be that Langer's just a rock star that has a good record label and manager to promote and sell his songs.

    I agree that Langer's installment on the BoD is an endorsement of the technology (and perhaps his relationship with Lanzer), but it's not clear to me that it says anything about the financial outlook of the company.
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    michaelbrom,

    Thanks for posting that story, I pulled the video link from it and posted as a new thread.

    I don't expect that Dr. Langer comes with much in the way of business prowess, but his name and reputation and connections in the business world should be valuable for ACT.

  9. #9
    stemdynasty
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    Langer is here to stamp his name on our technology, and without a doubt here to walk us thru the FDA when we are ready to present for our NDA. He is an iconic figure that people look up to, because of his contributions to the world.

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    Dr. Langer a legend in his own time.

    Vibrating Gel May Give New Voice to Aging Rockers, Throat-Cancer Patients

    Bob Langer may be the last, best hope for aging rockers. Just ask Roger Daltrey, The Who's lead singer.

    Vibrating Gel May Give New Voice to Aging Rockers, Throat-Cancer Patients- Bloomberg
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    Thank you Rikker nice reading..!!!
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    I think the BOD position is about Dr Langer's connections and his network - he can connect ACT to the people who move and shake the financial and pharma world - JMHO
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