Posted On: 01/29/2015 12:29:32 PM
Post# of 5066
Good morning! I'm laughing to myself as i feel validated by the fact you had chased that lead already. As i noticed Dr. Ichim in these two companies (and with specifically the other one mentioned), i wondered how these two (one being public) companies would benefit from having a designer with a foot in each company. Like if Suburu and lexus both designed an SUV claiming to uniquely deliver luxury and 4 wheel drive with high fuel efficiency, and the designer worked for both companies. I would view this from the street as having an awkward conflict of interest as prescribed in the 10k's as "a going concern" when highlighting the fact that there is competition in this market. Building a product claiming to deliver a unique combination of highly beneficial comfort and safety with influence in both companies HAS TO raise questions, even if they do not amount to any answers.
Now, the wait-and-see makes sense to me if i were to imagine them waiting for phase one trials to engage in a collaboration. Both have provisional patents, both have submitted IND for very similar immunotherapeutic products. To collaborate now would be too risky incase (using example above) the car designs have safety issues or any issues at all. I guess my understanding would be, a collaboration or partner ship would make more sense when putting eggs into one basket meant BOTH companies having a more crystalized perspective on how these therapies are working in human trials and when a perspective of value being added is one that was more certain.
BUT, all this is my ramblings and thought with no experience in that market. However, i am still VERY interested in this dynamic of Thomas Ichim being so intimately involved and at a "helm", so to speak, of two companies with all too similar goals. What is his bigger picture? And i wonder what David's position on this is.
Either way, Still encouraged by the PR's and Filings spread out over these last 2 years. If one takes a step back and looks at this, a picture CAN be seen. May not see "what" it is, but the some of the detail has been put in the edges and corners. I Can see this is going to be an impressive picture. Success to be illustrated will come over time IMO. Part of whatever happens will likely include strategy to increase number of investors in concert with adding value by share structure and milestones achieved. This will likely, hopefully one day, provide a pathway for up listing. All in good time though. And nothing is really guaranteed of course.
PS I know I already said this in a previous post, but I really like those vesting schedules!
And thanks, as always, for chiming in. I know there are many readers that look forward to your insight and opinions here.
Now, the wait-and-see makes sense to me if i were to imagine them waiting for phase one trials to engage in a collaboration. Both have provisional patents, both have submitted IND for very similar immunotherapeutic products. To collaborate now would be too risky incase (using example above) the car designs have safety issues or any issues at all. I guess my understanding would be, a collaboration or partner ship would make more sense when putting eggs into one basket meant BOTH companies having a more crystalized perspective on how these therapies are working in human trials and when a perspective of value being added is one that was more certain.
BUT, all this is my ramblings and thought with no experience in that market. However, i am still VERY interested in this dynamic of Thomas Ichim being so intimately involved and at a "helm", so to speak, of two companies with all too similar goals. What is his bigger picture? And i wonder what David's position on this is.
Either way, Still encouraged by the PR's and Filings spread out over these last 2 years. If one takes a step back and looks at this, a picture CAN be seen. May not see "what" it is, but the some of the detail has been put in the edges and corners. I Can see this is going to be an impressive picture. Success to be illustrated will come over time IMO. Part of whatever happens will likely include strategy to increase number of investors in concert with adding value by share structure and milestones achieved. This will likely, hopefully one day, provide a pathway for up listing. All in good time though. And nothing is really guaranteed of course.
PS I know I already said this in a previous post, but I really like those vesting schedules!
And thanks, as always, for chiming in. I know there are many readers that look forward to your insight and opinions here.
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