Today is just another example of propaganda disgui
Post# of 11803
(Total Views: 641)
Posted On: 09/05/2019 10:13:32 AM
Today is just another example of propaganda disguised in a press release.
Really, how so. Yesterday's press release appears to be a follow-up of two smaller disclosures, the description in the 2Q 2019 MD&A posted on August 14, and a description posted on the company's Web site last week and apparently updated earlier this week. Neither of these smaller events appear to me to be propaganda. Please explain how that it is.
The reality is the test strip market is highly competitive with large pharmaceuticals dominating the US markets because they have the trust of doctors, prescription pharmacies and patients.
Well here we go with that special expertise that tends to show up on message boards. For the life of me I have no idea what this "expertise" is trying to explain away. The industry has, and has always had a Big 4 of pharmaceutical companies. But the Big 4 is no longer as big. In 2012, the Big 4 controlled 91% of the domestic market (including Canada). The same Big 4 now control just a hair over 70% of what is, according to weaver, a moderately growing market. In fact there is no longer a Big #1 since the J&J division has lost over 15% of its share since July 1, 2013 (an important date).
In a best-case scenario penetrating market share is extremely difficult. This Company has limited cash and that chokes the supply chain and marketing. Scaling will be very difficult. Without a Joe Montana throwing a bunch of Touchdowns this game is very difficult to win.
Actually, since the FDA has deliberately dried up innovation in North America, and seems unwilling to hold the technology stealing Koreans, Chinese and Taiwanese to the same high standards that U.S. companies face, a survivor company like DECN has a wonderful opportunity, if it is properly capitalized. DECN has not been properly capitalized. The gamble that KB is taking, as the market for the wheezing OneTouch Ultra declines, it that a late in life-cycle major (even unprecedented) technology improvement that the legacy manufacturer has been unable to bring to market or get through the FDA, will be acquired (one way or another) by either the legacy manufacturer, or by a well heeled competitive company that wants cheap access to the 3 million legacy users of the former J&J product.
I have developed and brought to market many successful products over the last 40 years, but my goal was always to build a better mouse trap, not to dramatically improve the existing older mouse trap, or to rebuild the existing mouse trap and sell that same trap in a cheaper and different wrapper. That's what GenUltimate does. So what KB is doing with his technology, and I am sure he would explain the technology to everyone, including to the consultant that the entire industry.
The wild card is a small chance that the Company's appeal is successful and management can get a licensing deal where they can sit back and collect royalty checks.
That is your opinion. In late 2011 through 2014 the message boards were clogged with this same nonsense. Here we go again. The old story was that DECN was too small and too unimportant to beat J&J. Former DECN played into that narrative by offering their services on several public forums. So what. Stock traders and flips (the service offerers) tried desperately to help J&J. The rationale was, these helpers lost money on DECN stock and if they couldn't make money nobody could -- and they would see to it. There is a legal case kicking around in Pennsylvania where the helpers will at some time answer for their business torts.
I think if you want people to take you seriously stick to facts instead of name-calling and acting like a grade-school bully.
I don't care what penny stock traders and penny stock flips think of me. My mail from investors and those into DECN stock for the litigation play is overwhelmingly positive. I have spent almost 44 years in this industry, and typically the only people who question me or attack me are those who lost money in a stock and take no personal responsibility, and those who are penny stock traders masquerading as "experts" looking for an audience.
Just MHO.
Really, how so. Yesterday's press release appears to be a follow-up of two smaller disclosures, the description in the 2Q 2019 MD&A posted on August 14, and a description posted on the company's Web site last week and apparently updated earlier this week. Neither of these smaller events appear to me to be propaganda. Please explain how that it is.
The reality is the test strip market is highly competitive with large pharmaceuticals dominating the US markets because they have the trust of doctors, prescription pharmacies and patients.
Well here we go with that special expertise that tends to show up on message boards. For the life of me I have no idea what this "expertise" is trying to explain away. The industry has, and has always had a Big 4 of pharmaceutical companies. But the Big 4 is no longer as big. In 2012, the Big 4 controlled 91% of the domestic market (including Canada). The same Big 4 now control just a hair over 70% of what is, according to weaver, a moderately growing market. In fact there is no longer a Big #1 since the J&J division has lost over 15% of its share since July 1, 2013 (an important date).
In a best-case scenario penetrating market share is extremely difficult. This Company has limited cash and that chokes the supply chain and marketing. Scaling will be very difficult. Without a Joe Montana throwing a bunch of Touchdowns this game is very difficult to win.
Actually, since the FDA has deliberately dried up innovation in North America, and seems unwilling to hold the technology stealing Koreans, Chinese and Taiwanese to the same high standards that U.S. companies face, a survivor company like DECN has a wonderful opportunity, if it is properly capitalized. DECN has not been properly capitalized. The gamble that KB is taking, as the market for the wheezing OneTouch Ultra declines, it that a late in life-cycle major (even unprecedented) technology improvement that the legacy manufacturer has been unable to bring to market or get through the FDA, will be acquired (one way or another) by either the legacy manufacturer, or by a well heeled competitive company that wants cheap access to the 3 million legacy users of the former J&J product.
I have developed and brought to market many successful products over the last 40 years, but my goal was always to build a better mouse trap, not to dramatically improve the existing older mouse trap, or to rebuild the existing mouse trap and sell that same trap in a cheaper and different wrapper. That's what GenUltimate does. So what KB is doing with his technology, and I am sure he would explain the technology to everyone, including to the consultant that the entire industry.
The wild card is a small chance that the Company's appeal is successful and management can get a licensing deal where they can sit back and collect royalty checks.
That is your opinion. In late 2011 through 2014 the message boards were clogged with this same nonsense. Here we go again. The old story was that DECN was too small and too unimportant to beat J&J. Former DECN played into that narrative by offering their services on several public forums. So what. Stock traders and flips (the service offerers) tried desperately to help J&J. The rationale was, these helpers lost money on DECN stock and if they couldn't make money nobody could -- and they would see to it. There is a legal case kicking around in Pennsylvania where the helpers will at some time answer for their business torts.
I think if you want people to take you seriously stick to facts instead of name-calling and acting like a grade-school bully.
I don't care what penny stock traders and penny stock flips think of me. My mail from investors and those into DECN stock for the litigation play is overwhelmingly positive. I have spent almost 44 years in this industry, and typically the only people who question me or attack me are those who lost money in a stock and take no personal responsibility, and those who are penny stock traders masquerading as "experts" looking for an audience.
Just MHO.
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