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  • Cisco, Juniper find "Heartbleed" security hole in products [View news story]
    Incorrect! These devices are remote manageable and there have been confirmed instances of being able to gain SSL keys via the heartbleed attack. Are you really saying that a hacker being able to gain control of your switch or router is not a big deal? Furthermore, if the affected code is not in firmware that can be updated then this is potentially equivalent to GM having to recall most of the cars they've ever made.
    Apr 11 10:01 AM | 1 Like Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    They can't guarantee they'll publish, because that decision belongs to the various journals, not them. Thus the statements you refer to are simply how any professional management should handle the matter and should be viewed in the light of their opening statements about "promising less and doing more." In reality, though, they'll publish, the big question is where. If "top tier" means the same sort of journal they published their MSC work to, that's not a good sign. That's why this article lists the journal as an indicating factor.

    Bankruptcy remains a possibility, and while they would technically liquidate the patents, most likely that would be to whomever continues the work. It hardly matters to stock investors, as they would be wiped out. Ironically, though, this possibility looks less likely than ever now. They have one remaining warrant case, which seems close to resolution, and then all such issues should be clear in just a couple of months. This figured more into my decision to re-enter the stock than anything else as the info from the medical side has been more or less a constant. They've come an awfully long way to get the finish line in sight to turn around and file Chapter 11 now. If that were the plan, I doubt the company would go to the trouble to set up management and operations as it has.
    Apr 10 10:10 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    No stop loss for me. In my opinion this is the sort of stock you only buy if you're willing to lose the whole stake. I haven't had the impression that other market participants in ACTC are particularly good at interpreting news and reacting appropriately. The reaction to the 10-K and conference call is evidence enough on that point. On the other side, I've seen the stock rise above 9 cents on rambling, practically incoherent claims of breakthrough status in 2014 which made me embarrassed to be publishing on the same sight. In return for taking complete risk, you have a chance at multiplying your money many times over.

    I don't disclose my market tools, but If the company sells more shares, they'll have to file to do so and I should see that. I have no reason to believe I'll necessarily see it before others, but as per above, I'm content to lose or multiply the small amount I've put into this. I typically aim to hold positions longer than a year, for tax purposes, and the point of this article is that we should have major developments one way or another in under 6 months.
    Apr 10 05:37 PM | 1 Like Like |Link to Comment
  • Cablevision CEO promotes wife, brother-in-law to senior roles [View news story]
    What a joke. This is a long standing practice from the Dolans, who seem to regard CVC as their personally piggy bank:

    Rutledge left to run Charter instead and took the few capable execs that Cablevision had with him and now all that remains is for Verizon's FiOS to complete the domination of Cablevision's turf.
    Apr 10 10:10 AM | Likes Like |Link to Comment
  • InvenSense Is A Solid Investment, With Or Without Apple [View article]
    It's nice to see an article finally not make the Apple mistake, as I've covered extensively. Analysts have been warning that adoption of OIS may not be as quick investors are thinking, and there's lots of trepidation about the next earnings report around the end of the month. At today's price forward PE is about 30, though, and using Yahoo's list of competitors is just disingenuous. The best comparisons are to other sensor providers, on the legacy side, and to QuikLogic in development. See comments on my last article for that.
    Apr 9 09:48 AM | 2 Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    User15306542 wrote:

    "If I understand correctly, there are 2 more patients to treat for the SMD trial cohort #4 in the UK and 10 more patients to treat for the AMD + SMD trials (cohorts #2a & #4) in the USA. Cohort #4 hasn't yet started in the USA, but the DSMB should finish reviewing the cohort #3 results soon so that the final cohort can begin. Phase 1 should be complete within a few months if all goes well."

    No, the 10-K indicated that 34 out 44 total patients had been treated as of the end of the year. At that point, 4 remained to be treated in each of the U.S. trials and 2 in the U.K. one.

    DSMB review and decision was described by Anglade as "imminent" in the call.
    Apr 8 04:46 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    Yep, that's why I talk about needing compelling results and put it at the end of the list. It's best left 'til later, but not as necessarily ordered as the other steps.
    Apr 8 04:36 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    No, the reverse split enables uplisting, which in turn enables capital from institutional investors, who can't invest in stocks that don't have the stronger reporting requirements of the Nasdaq. So the process could actually help increase the market cap, and thus the terms of partnership for commercialization. Of course, all that depends on compelling trial results.
    Apr 8 02:38 PM | Likes Like |Link to Comment
  • Advanced Cell Technology: A Key Patent Critique [View article]
    Dr. West essentially wrecked Advanced Cell Technology with toxic financing, then went on to do the same by distracting Geron from very promising cancer work into a stem cell research boondoggle. I dumped both stocks as a result of his influences and wouldn't go anywhere near any company he is associated with.

    My article, published yesterday, gives a good overview of the 10-K and conference call, and why they represent a good first step toward recovering from the missteps Dr West began.
    Apr 8 10:20 AM | 5 Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    I'm not saying you're wrong or right, but I note that a 100-1 split would result in a $7 stock price from current levels.
    Apr 8 08:45 AM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    Thanks for that. Here's a link to confirm:

    Note, however, that this doesn't affect the # of shares floating, nor how much they can sell through Lincoln Park. I really think this functions more as a precursory means for the company to implement a partnership, and that they can't realistically push dilution much further. I've taken a very small long position, as I disclosed I might, but if they simply file to sell the extra shares, I'll dump them again.
    Apr 7 09:00 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    I did, and it did. Not so much as it would have if the results from the Nature article had been replicated, but value of the iPSCs patents has degraded, nonetheless. Argue in that article

    not here, if you must.
    Apr 7 08:52 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    I mentioned the MSC program in a comment on my last article:

    It's useful, but not so much as the press release might lead one to believe. Still, as I write here, anything that gives them some revenue and negotiating power will help.
    Apr 7 08:48 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    I've just said, they'll publish within 6 months or they'll cease to exist as a going concern. Maybe we'll get better clues about timing in the quarterly report next month.

    I expect the interim results to be quite positive, and that should certainly move the stock, and might help with uplisting. I put that at the end of the list for a reason, though.
    Apr 7 04:17 PM | 3 Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    There's also this, from page 9 of the 10-K:

    "In addition, our photoreceptor progenitors appear to secrete neuroprotective factors, and have the ability to phagocytose (digest) such materials as the drusen deposits that build up in the eyes of dry AMD patients, and so may provide additional benefits beyond forming new photoreceptors when injected into the subretinal space in the eyes of patients."

    This quote is from a pre-clinical program, rather than the Phase 1 trials, but hagocytosis is very important. In both AMD and Stargardt's the eye loses the ability to support photoreceptor cells because of build-ups. This means that earlier stage patients theoretically stand to gain much more, so you may be right, but the company is doing what's best by not mentioning it at this stage. The fact that the clinical trials showed engraftment and functionality even in late-stage patients was VERY encouraging.
    Apr 7 04:01 PM | 2 Likes Like |Link to Comment