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  • 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 | 1 Like 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:

    http://bit.ly/1oC23DU

    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

    http://seekingalpha.co...

    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:

    http://seekingalpha.co...

    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
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    See the latest article for documentation on the shelving of the platelet program:

    http://seekingalpha.co...
    Apr 7 03:34 PM | Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    Graphene would be used in the filters, which would not where ERII specializes. Such filters could bring about a surge of desal business, which would be good for Energy Recovery without graphene actually being directly involved in their products.
    Apr 7 09:54 AM | Likes Like |Link to Comment
  • California green car incentive program goes dry [View news story]
    I think the incentives are a pretty minor factor for Tesla at this point anyway. The biggest what-if here is whether or not there will wind up being a gap in incentive funding. If so, that could produce an anomaly in quarterly sales #s.

    At any rate, as I explain in my most recent TSLA article, if you're buying the stock these days, it's not because of how many cars they sell.
    Apr 4 12:26 PM | 3 Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    ER has scheduled their next earnings report for after market close on May 7. Analyst expectations are for a 3 cent per share loss, but it's comments from the conference call the next morning that should matter most.
    Apr 3 03:41 PM | Likes Like |Link to Comment
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