Showing posts with label Godzilla. Show all posts
Showing posts with label Godzilla. Show all posts

February 1, 2013

$PVCT: #Godzilla ($PFE) Vs. #Mothra

A blog reader and frequent e-mailer sent me this article: Is AstraZeneca getting ready to buy a pipeline? by FierceBiotech's John Carroll. Thank you.


The story comes from Reuter's Ben Hirschler's article New AstraZeneca CEO plans to invest through tough year. A notable quote:


After reading both of the articles, I could not help but think of Craig's comments and related presentation slide at the Noble conference.


Godzilla versus Mothra?


Let's get it on!



September 12, 2012

$PVCT.OB Thoughts From Afar

Peter presented at Rodman & Renshaw's conference on Tuesday. If you have not had the opportunity to listent to it, you should (here). I thought the presentation was informative, and provided helpful confirmation (or "re-utterances") of what is in the works.

Wednesday's trading volume spiked significantly (the sixth consecutive day of >100K shares traded) as the share price continues to bounce around historical lows. Reasons may include Dr. Adams, fear of dilution from a PVCTP, concern of an SPA delay, investors losing patiences, Godzilla invading Tokyo again, etc.

While I think Pete did a good job, the presentation itself provided me no new information. Of course, my baseline for measurement is different than most existing and prospective shareholders.

I still am focused on, among several milestones and items in play, an SPA PR in Q3 until such time as management's guidance on this topic has changed.