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Founded and wrote the first Internet based investment newsletter. Stock picks were reported on Dow Jones News Wire as news. Developed technical analysis trading system. Contributed to Technical Analysis investment books. Co-developed formulas used in technical analysis programs. Improved chart... More
  • Innovation And Extensive Patent Portfolio Make ARRAYIT Future Look Bright 15 comments
    Mar 18, 2014 2:23 PM | about stocks: ARYC

    Innovation And Extensive Patent Portfolio Make ARRAYIT Future Look Bright

    Arrayit Corporation (ARYC) leads and empowers the genetic, research, pharmaceutical, and diagnostic communities through the discovery, development and manufacture of proprietary life science technologies and consumables for disease prevention, treatment and cure.

    The Science

    The global healthcare industry is witnessing a paradigm shift, skewed towards point-of-care diagnostics, cost-effective treatment modalities, and personalized medicine, which not only offers efficient early diagnosis, but also treats cancer conditions in order to reduce the healthcare cost and disease burden. Cancer/Tumor profiling is one such technology with the exact potential to revolutionize cancer diagnostics and therapeutics in the healthcare industry.

    Genetic testing has potential benefits whether the results are positive or negative for a gene mutation. Test results can provide a sense of relief from uncertainty and help people make informed decisions about managing their health care. For example, a negative result can eliminate the need for unnecessary checkups and screening tests in some cases. A positive result can direct a person toward available prevention, monitoring, and treatment options. Some test results can also help people make decisions about having children. Newborn screening can identify genetic disorders early in life so treatment can be started as early as possible. The physical risks associated with most genetic tests are very small, particularly for those tests that require only a blood sample or cheek smear.

    In Arrayit's microarray technology, 100,000 individual patient samples can be placed on a single microarray substrate slide and then immersed in a solution that contains known markers for specific diseases. The results are evaluated based on the signals - red spots confirm the presence of the disease and green spot show a lack of a particular disease. This simpler unique cutting edge technology can be used to study both genetic variations and biological functions in a larger scale.

    Genome testing is hovering around $1000 more or less which limits the field of patients opting for the testing but for those patients with known family history of serious disease it is many times a necessary test. The innovation of 100,000 tests on a slide and a little creativity in the sample preparation source plate, the time is reduced from eight hours to two hours

    Practical uses of this technology. Imagine sitting in your Doctor's office with a headache on one side of your head. Migraine, sinus infection, stroke, cold or flu all the same symptoms? The nurse swabs inside your cheek or pricks your finger for a blood sample and places it on a slide. In less than 20 minutes the results. This is not a genome evaluation but a smaller scale diagnosis. Today many similar tests take 14 or more days for results. Hope it wasn't a stroke.

    Arrayit is developing a ovarian cancer monitoring and screening diagnostic test, As of now there are no approved ovarian cancer tests, an approval could lead to a profitable new line of diagnostic

    products.

    Who are the customers? Arrayit has a worldwide marketing platform with sales in many countries. Research labs are always looking for the best technology with reliability a main concern. The Grandaddy of all biotech Genentech purchased Arrayit's NanoPrint™ LM60 Microarrayer Platform including a manufacturing robot.

    Steve Jobs would be proud of the marketing and placing of products and services in colleges and universities. Jobs invented the idea of selling to schools and giving teachers a discount on their products. Every student in Apple schools learned on Apple and most are now loyal customers. How many people drive the brand of car they learned to drive in?

    Why I like ARRAYIT

    ARRAYIT is poised for explosive growth and premium evaluation starting in 2014

    The view from where I am sitting sees this undervalued stock with a bright future. The patent portfolio of intellectual property alone should be worth in the neighborhood of $100 million.

    Revenue reported 3rd quarter 2013 10Q shows an increase over the same three months a year earlier of 51 percent with profitability and a $1.48M net income improvement over 2012 for the first nine months of this year. The nine month comparison show a 28 percent increase. This business is moving forward. Market Watch lists P/E ratio of 7.42 with EPS at .05

    My personal interest was tweaked when ARYC popped up on a technical market scan that I do weekly. Usually looking at mid-cap stocks however the technology and business plan is so compelling especially with the next generation of healthcare. The marketing efforts are paying off especially the Arrayit Amazon.com store that offers easy worldwide access to products and services offered 24 hours a day. Imagine the sales department opening their Amazon account being greeted on Monday morning with a $100,000 order. The "Affordable Care Act" has a greater focus on testing and preventing disease and that's the business ARYC is transforming.

    Anybody else interested ?

    Recent inquires are pretty impressive for a small cap stock and dispel the myth of Wall Street not interested in sub-five buck stocks.

    Analyst calls and coverage in Jan 2014 pretty impressive group I would say.

    Jefferies Co.

    Maxim Group

    Canter Fitzgerald

    Murphy Analytics initiated coverage

    Goldman Opportunity Research report

    Recent offering participants include a partnership that includes the legendary Dr. Mark Frost who is well followed on the street.

    This report was prepared using public information from various sources including but not limited to SEC documents, Arrayit Co. reports, newsletters, conference calls and documents pertaining to competing companies.

    Stocks: ARYC
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Comments (15)
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  • filoblack
    , contributor
    Comments (23) | Send Message
     
    Thanks for your instablog. Hope they can really become diagnostics company. Seems they are headed that way with the new move to a larger facility.
    19 Mar 2014, 12:32 AM Reply Like
  • 966
    , contributor
    Comments (71) | Send Message
     
    There is no evidence the Dr. Frost is involved as an investor and the source of that rumor has recently stated on his Seeking alpha page that he has sold what appears to be 1/3 of his unrestricted shares in ARYC.

     

    As to the analyst, there is only coverage by the last two and that is paid stock research.

     

    The others mentioned are just statements by the company that they have talked to people from that company on conference calls. This happens all day on Wall Street.

     

    Their market cap at 20 cents is about $14 million and they have a balance sheet with about $7 million more in net liabilities. The family running ARYC has preferred stock that equates to an additional 30 million shares of common stock.

     

    Their IP is what somebody will pay for it or the net present value of future cash flow. At their best, they generate nominal to modest operating profits.

     

    Their EPS is $0.00 for the last quarter and last 9 months and their fully diluted shares are over 61 million. They have issued over 6 million more shares since September 2013.

     

    Their 2012 full year results include a large accounting adjustment to the upside related to their no longer including a subsidiary in their consolidated financials due to only having a minority interest in them.
    19 Mar 2014, 02:49 AM Reply Like
  • Delfin
    , contributor
    Comments (25) | Send Message
     
    966, I've read the article you refer to on Seeking Alpha, and the comments, and the author did not "state" how many of his shares he may or may have not sold. After you ask him there for that information there , he told you specifically that he is not legally required to tell you that.

     

    That author of that other article is the one that brought to the table a couple of billionaires to invest in the fund raise that netted $2.1 million for Arrayit last year. And he has strongly hinted that Dr. Frost may be one of the investors. Arrayit is using that money to expand to a new lab (already done) double its previous size, seek ISO and CLIA certification, bring OvaDx for ovarian cancer early detection to FDA for approval (which the company has said they plan to do by June 2014)l, and more.
    19 Mar 2014, 09:34 AM Reply Like
  • 966
    , contributor
    Comments (71) | Send Message
     
    That person stated last week on his Seeking alpha pages that he now owns about 1.5 million unrestricted shares. The 13D's filed in November 2013 disclosed ownership of over 2.2 million shares.
    19 Mar 2014, 04:56 PM Reply Like
  • Delfin
    , contributor
    Comments (25) | Send Message
     
    He did not say "about 1.5 million unrestricted shares".
    He said "well over 1.50 million unrestricted shares".
    To me well over means a lot more than.
    19 Mar 2014, 05:17 PM Reply Like
  • 966
    , contributor
    Comments (71) | Send Message
     
    That person also said this on November 29,2013:

     

    "mister misery i own several million shares and look for every opportunity to add on dips ..please please short some to me at .65 ish ..would love to burn you"

     

    I take him at his work then, meaning he apparently ought a lot more shares beyond the 2.2 million unrestricted shares he had previously reported owning. And circumstantial information suggest he sold ARYC shares largely in the 35 to 40 cent range and mainly in the first half of January (but that is a guess).
    19 Mar 2014, 07:47 PM Reply Like
  • Thecontrarian.
    , contributor
    Comments (7) | Send Message
     
    My guess is that clinical trials and approvals for cancer drugs take years to develop and the fact that ARYC has been able to make money during all of this makes it a safe investment. I'm buying up the lows. waiting to cash in on the highs.
    18 May 2014, 09:17 PM Reply Like
  • mo'money
    , contributor
    Comment (1) | Send Message
     
    The stock may be a great buy or not but the analysis is sooo wrong on so many items - or its importance -its not funny.

     

    There is no real non paid for analyst coverage.
    Amazon store is a bad joke
    There is no marketing for the last 3 years till just now
    Dr. Frost is not involved
    The company has never executed on anything - they just make promises and hope you forget.
    Does the company have any in-house sales reps? No
    The rest of the stuff is generic to the industry - what other diagnostic tests do they have ? why don't they have any partnerships if they are any good?
    20 Mar 2014, 03:32 PM Reply Like
  • Dilligas44
    , contributor
    Comments (65) | Send Message
     
    Author’s reply » Actually the Dr. Frost connection is public record if you know how to find it.
    23 Oct 2014, 11:47 AM Reply Like
  • Delfin
    , contributor
    Comments (25) | Send Message
     
    In my opinion, at the current 0.15 price this stock is very much under valued. Good time to add.
    22 Mar 2014, 01:15 PM Reply Like
  • CBOE Trader
    , contributor
    Comments (114) | Send Message
     
    As a large shareholder,this author believes that there are people who do their due diligence for their posts and are factual ,and there are people who are not telling the truth and should not be listened to... so i would suggest that everyone do their own research, and draw their own conclutions . But after years of investing i have learned that only one thing counts
    PRICE, and to me its the BEAR story that seems to be right . The stock has been straight down since the 60c range , and management hasn't said boo about the 2/3 correction in the stock price. If management can not stop the bleeding in the stock price , it is my opinion that they should be replaced > btw has anyone asked the company or the IR guy , if a board member resigned --there ws a rumer posted awhile back
    23 Mar 2014, 08:50 AM Reply Like
  • Delfin
    , contributor
    Comments (25) | Send Message
     
    CBOE - I'm sure you've seen the 8K filed last week that the board member Sid Taubenfeld resigned. I agree with you that management has to step up to the plate and put out some PRs with significant developments news to stop the bleeding. The have said in the past that news is coming out "shortly" but hey have to get it out already!
    23 Mar 2014, 12:46 PM Reply Like
  • Thecontrarian.
    , contributor
    Comments (7) | Send Message
     
    It sounds like you are happy about the price dropping? why would that be? This 966 and CBOE both seem indifferent or supportive of the valuation dropping. Are 966 and CBOE working together?
    18 May 2014, 09:17 PM Reply Like
  • schall82
    , contributor
    Comments (2) | Send Message
     
    CBOE - Given your experience it seems odd to have to point
    out to you that OTCBB is like the old west with very little
    regulation and less enforcement. If you watch level 2 you
    can see the mm's move the price with ease. Despite all
    the negative posts by one obsessive person with multiple
    personalities all company goals remain on target.
    25 Mar 2014, 08:40 AM Reply Like
  • Delfin
    , contributor
    Comments (25) | Send Message
     
    Hope to get some updates on the 16th!
    Tweet from ARYC today Apr 2, 2014:
    "Arrayit schedules FY-2013 earnings conference call for Wednesday April 16th at 11 AM EDT. Looking forward to speaking with all of you soon!"
    2 Apr 2014, 01:57 PM Reply Like
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