Investment and Other Letters

Why I'm Long Provectus Pharmaceuticals: Seeking Alpha, September 24, 2013
PV-10, a novel oncology compound being developed by Knoxville, Tennessee-based Provectus Pharmaceuticals, Inc. ("Provectus" or the "Company") (OTC:PVCT), exemplifies innovation over incrementalism, meaningful over marginal, productized technology over hypothetical, and changing the world over accepting the status quo, with not an insignificant amount of serendipity over contrivance. In sum, these form the quintessential essence of a paradigm shift in the treatment of cancer. 
This is where my investment thesis begins and ends: a novel drug compound with a pristine safety profile, a treatment well tolerated by and easily administered to patients, a readymade product inexpensively produced at scale, and a vast addressable market of unmet need that should be fully and very profitably met over time.
Why I Remain Long Provectus Biopharmaceuticals: Connecting the dots, March 28, 2015
My investment thesis is intact. Up until this point FDA regulatory clarity had been lacking and therefore commercial validation was absent despite compelling clinical and business value propositions of Provectus’ Rose Bengal-based investigational oncology and dermatology compounds PV-10 and PH-10, respectively. Company management achieved regulatory clarity. Commercial validation should follow. Thus, I remain long the stock. 
Reproducibility, the Hallmark of Western Science: Connecting the dots, June 13, 2015
Provectus Biopharmaceuticals Chairman, CEO and co-founder Dr. Craig Dees, PhD frames outcomes of PV-10 use — preclinical or clinical, study or trial, generated by the company, a clinical investigator or a third-party medical researcher, affiliated or unaffiliated with Provectus — in the context of reproducibility, which he calls the hallmark of Western science.

He says (paraphrasing) if a scientist cannot repeat an experiment’s outcome and another cannot replicate the result, one should be skeptical about the veracity of the original work and claims made from it. PV-10’s track record of reproducible therapeutic features as well as preclinical and clinical results by multiple parties in multiple cancer indications in multiple species is noteworthy.
The Risk-Reward of Provectus Biopharmaceuticals: Management: Connecting the dots, July 1, 2015
When I wrote my follow-up investment letter Why I Remain Long Provectus Biopharmaceuticals (March 2015) I did not include a treatment of risk (like I did in my initial letter Why I'm Long Provectus Pharmaceuticals, September 2013). I see our investment's singular risk as the company's management team; more specifically, their ability (or lack thereof) to put Provectus in a position to be monetized at or near a value commensurate with their drug's worth.