Unicorns and GunDrops. The reality of investing in unproven science.
by, 09-27-2011 at 04:41 PM (11702 Views)
Reality of being an Advanced Cell Technology Long ShareholderMy intention for building www.InvestorStemCell.com was to ensure that the flow of ALL information remained open. The PGG was a small place and we quickly out grew it. www.InvestorStemCell.com is growing and that is why I am building www.StemCellCEO.com it is needed for CEO's of StemCell Companies to engage its investor base and deliver information whilst maintaining brand, SEC mandates and utterly important to shareholders delivering information to the entire base in one swoop of the "send" buttom..... I am trying to imagine how many emails Mr. Rabin has received today from shareholders? 190? 249? 609? Blogging will save him and other CEO's an incredible amount of time as well as providing a platform that adheres to SEC requirements. IMO it will actually lessen the exposure to CEO's emailing shareholders individually..
I saw a genuine need for the niche for philanthropicapproach to life science investing in regenerative medicine in early 2010 with the PGG. Sure was great to see some much information and totaly new thought stages going on. I have learned a great deal from the experience.. Stem Cell Investors want to make money, secure great returns and also be apart of the evolution of RegMed science that may reshape healthcare as the world knows it. The demographic of Stem Cell Investors on iCELL is reflective of A to Z in our society. It is difficult to understand how the science of a particular company will translate its clinical science into a product worth investing in? I hope that iCELL has assisted many of you in gaining a better understanding of what it means to be a Stem Cell Investor.
Here is reality as I seen it today for ACT, the Company has 35,000(at least) individual shareholders. Of those IMO ACT has 20,000 longs that will never ever sell shares for the price of a ham sandwich.(myself being one of them) Unless ALL 35,000 ACT shareholders are coming to ACT-iCELL forums they know nothing of what is going on other than the price per share has dropped "again". Because iCELL has assembled the SMARTEST/Most Engaged retail stemcell investors in one place we sometimes forget that not everyone has found iCELL, Unfortunatly some people buy stock set a mental sell limit and a due date for expecting return and then shut it out, place it on a shelf and leave it be.
From previous volume averages it is appears that Midsummer Settlment is dumping 4-7million shares a day. They will be done on Thursday IMO. This reminds me exactly what happened with Bristol in 2010 Nov. The timing of it is well ironic in that the DSMB approval to continue towards the next cohorts is expected along with a 3 month clinical report due from ACT per FDA protocol in October. All midsummer cares about is getting that money out of those shares now IMO.. I was thinking today about Bristol in that two weeks after Bristol dumped 50million shares at 5 cents they could have sold those same shares at 25cents 3 weeks later LMAO.... IMO Midusmmer will feel the pain of "shouldawaited as they place its teepee next iwasgonna river".
For those angry about Mr. Rabin doing this and NOT doing that etc. I want to remind the longs that feel this way to keep in mind "FULL DISCLOSURE" The Company told shareholders the worst case scenario in an 8k last week. Would you rather NOT know? Would you rather have a CEO that flaps his hands against the keyboard and violates Section 12(a) with making false and misleading statements and subsequently the FDA halts the clinical for 20months? That would be REAL GREAT huh? Imagine the 100million blind people in the world suffering from MD? Real great for them?
I am thankful that ACT shareholders have a CEO that informs and returns emails, does not jeaparidize the Science/Company by "pumping" the science and trials of which could cause severe ramifications at the FDA and SEC level. Is he is perfect? Is anyone? yeah exactly.
Regardless everyone's opinion and comment matters. In times like this where shareholder anxiety is very high it is paramount to keep the flow of information and shareholder street feel going.
Right now the Doom and Gloom is heavy. ACT is a two sided coin, one side with a garbage capital structure and the other side of the ACT coin is a science that "may" possibly lead to a treatment for the 1# unmet medical need in the world. From the conversations I have had with eye Docs, injecting 50,000 healthy/perfect RPE cells is going to lead to something of clinical change in the condition when compared prior to the injections. What is that something? Will ACT's hRPE cells attack the drussen that has blocked the cones and rods? Will the cones and rods except nutrients from the RPE cells? Will the RPE latch onto the Bruch's membrane? None of them know for certain, just educated guess' on a technology that has never been used prior and thus why it is pennies. I place little merit on the market cap and or that ACT is trading at a market cap, nobody knows what the value is for a company that "may" have a treatment for the 1# unmet medical need in the world, but they sure as hell know the value of a company that carries 1.7Billion o/s and has alot of "what-ifs" pending. Only Clinical Validation will provide a true market cap.
Only ACT and UCLA know for certaintity today if the ACT hRPE cells are working.... Odd's are they know 100% right here and now/today. I say this because the Casey Paper indicated that maximum visual rescue occurred at Post Sixty days after injections. Did it work? I do not know. I do know that if it did not work the pps will not be 14cents as much as I know that if did work the pps will NOT be 14 cents! LOL. This is WHY the pps is 14 pps because investors do NOT know what the players are holding for cards!
Disclosure: If investing in RegMed Clinical Stage Companies was easy everyone would be doing it. Removing the Drussen from a MD sufferer is validation if linked to visual rescue.
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