| | | I understand your frustration with PVCT investment you may have, but wonder why you are also not looking for more objective assessments of company performance as well.
For myself; while I am intrigued by the predictable hypothesis that PVCT presents as the basis for their work (no a novel hypothesis, they just suggest that RB does it different) I have been quite clear about what an investor should be looking for to objectively assess PVCT progress in developing their clinical story and business model. I do draw a distinction between doing a study and doing a study well, and always assess new data on its own merits rather than accepting the company interpretation of their results, particularly for companies with as little experience with drug development as PVCT. You can accept or reject those assessments as you see fit.
My disappointment with recent poster presentation is a matter of record, but I remain intrigued by one or two pieces of data, and look forward to seeing the human MAO study results. My overall assessment of PVCT performance to date has not changed much from my initial predictions in 2010, they are struggling to find a path to product license with the least amount of data they are obligated to develop. I am more confident now that they have no intention of developing PV-10 or PH-10 on their own, and are wiling to wait (comfortably for them) for as long as the salary and bonus money holds out.
You are right that I have a low tolerance for individuals who spam message boards with third party reports, insights from friend of a friend conversations, those who attempt to borrow well developed stories from other productive research programs to suggest that PVCT is on the right track, or suggestions that they have talked with MGT and gained some sort of divine insight that they can now share with the public. I am not a faith based investor, for sure
I suggest that your characterization of 'ill intent' is a bigger reflection on your views of PVCT than my interest in understanding what PVCT is doing as a company. |
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