"Those who want to hold for the long term are holding; others are optimism, there was nothing of substance offered in the conf call. I am long on ccsi, so I only sold a portion of my holdings."That was your post I believe.
May I comment on your post? I think I know this story better than most people,only because I have been following the stock for 18 months.Don't misinterpret this remark,please.But,I learned a few new things from this call,that I was unaware of.That is the potential for ALL babies to be tested at least twice.According to figures from the World Health Organization,there were 148,000,000 births last years in the devloped countries. That could mean 296,000,000 clicks + disposables annually,without considering the preemies,which would increase those numbers.That makes the market bigger than I thought,and I have been bullish for awhile.
I am sure that some listeners were expecting a multimillion dollar deal,with a rollout tomorrow morning.The real world is we have had approval for 2 weeks,we have an incredibly important asset in FDA approval,we have interest from a number of multi-national firms that would like to team up with us.Does it not make sense to carefully review all offers in the best interest of us,the shareholders?In every day life all of us have had dealings in real estate,business,buying a car,their is a negotiation process in order to strike the best possible deal.Rest assured Darby will get us the best deal she can,and she will inform us all when she does,so if we are looking at a worldwide potential of very significant numbers,I am willing to wait. |
