DMX longs,
I've been more quiet lately squeezing everything into
a few chosen posts.
I believe I was correct in assessing this was a time for
quiet; but, as you'll see below my estimates of future
events were consistently clear.
In the last months I have been accused of being a cheer
leader (SH), pumper (SH), and completely wrong (e-mail).
I now formally respond: bite me
I believe we will pass that inspection first time because
both parties are serious and capable
Message 17053289
The inspection said keep
holding and I have reason to believe we did well. Which
moves to 'approvable' and J&J.
Message 17029123
I have real confidence DMX will see its
way through to passing triggering the J&J deal. I feel
just as confident the final decisions will be made leading
to an approval triggering a market launch. This is based
on the numerous readings of FDA procedures and policies.
Despite others' doubts, I read it as nearly inevitable
from this point
Message 17004436
FDA/J&J is the single most important CURRENT play however
and I'm comfortable the inspection pass is the final test
of that aside from marketing/labelling decisions.
Message 16984453
I see 2 possible scenarios:
1. Pass inspection. Get approvable letter. Sign with
J&J. Finalize labelling, marketing, advertising words,
etc. Launch at some future date.
2. Correct errors and pass reinspection. Get approvable
letter. Sign with J&J. Finalize labelling, marketing,
advertising words, etc. Launch at some future date.
According to my reading inspection is the last 'test'.
The following quote posted earlier suggests to me there
is a decent chance of passing the first time - but I'm
satisfied with either scenario.
Message 16967255
...
We entered the chute when the inspection was scheduled with
the FDA.
For anyone that didn't see that, I'm buying the last pieces
of what's not nailed down - including selling other stocks
to aquire more. The reason is that the stock is cheaper
now at 5.50 than it was yesterday at 4.30 because those
that need reasons to speculate will increasingly get them.
I've already had 3 conversations about a J&J deal in a few
days. Forget that. Just realize the criteria for the
J&J deal to become official and the first payment to be
made have been met and start waiting for that Approvable
Letter.
I have no expectations of DMX short term shareprice except
volatility. Not minutely relevant.
Rebecca - Knew you would. You go girl.
Wolf |
