Investment 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.