govmk
Posted - 5 hours ago
@Brandon_321 @Maineman5 @trout290zzaam He was at $AGRX before joining $PAVM . One disaster to another.
LPlates
Posted - 1 day ago
@Ironbow @RetiredMD The only difference between you and me is I have been right all along since $9+ and you have been wrong. Why don't you come up with a projection of how $PAVM can fund itself and or $LUCD , while losing in REAL cash $6m a quarter. Lishan, Dennis etc can say pretty much anything in Events, and fireside chats. But say them in an SEC filing and they go to jail. So SEC filings are the truth, without spin. So please layout how $PAVM &$lucd can find themselves and how much would they need to raise? It's really REALLY ugly.
dmscott2008
Posted - 1 day ago
$PAVM
wd122
Posted - 1 day ago
@OkMario Quick, jump over to $PAVM and establish a giant short position.
LPlates
Posted - 1 day ago
@Ironbow @oaksapollo So you don't disagree that $LUCD and $PAVM will run out of money by the end of the summer? So that means you lied when you said that the $18m that LUCD raised means there will be no more raises. Because PAVM and LUCD need approximately $18m every quarter as they burn that in real cash. You don't (can not) disagree that PAVM can NOT raise anymore money as PAVM along with a going concern warning said they are not able to raise any more money and need to be funded by LUCD in Marchs 10k.
LPlates
Posted - 2 days ago
@RetiredMD Another Dr. on here agreed that part of ColoGuards success was the alternative of a Colonoscopy motivated men to use ColoGuard instead. He also said that the same motivational factors don't exist for EsoGuard. The article on the CEO of EXAS that turned EXAS around is a good read. It's his Sales and Marketing background that allowed them to succeed. EXAS was floundering much like $PAVM and $LUCD until Kevin Conroy joined. So there are two parts. The test. But even more importantly is the ability to market that test to consumers. Direct to consumer marketing is as hard as creating EsoGuard and EsoCheck. But it also costs VASTLY more money in the order of losing an additional $50m a year for 5 years to create a brand that is both known and trusted. Lishan and Dennis have failed 5 times to successfully launch a product. Not a single success. And they have no money and no possibility of getting more $$. FACTS
Brandon_321
Posted - 2 days ago
$PAVM new Director of IR — Matt Riley.
dmc4321
Posted - 2 days ago
@PAVM_Millionaire @oaksapollo @Ironbow @LPlates So you are saying the SEC filing is wrong? I'm goingh from Public information. So I am right. You believe that there is a "special relationship" between Lishan and Dennis and Ayrton. And there maybe one. But .... That relationship is NOT with retail shareholders of $PAVM so expect Ayrton to do what they have tried to do before. And that is get $200M worth of stock for a $18M SPA.
dmc4321
Posted - 2 days ago
@Ironbow @LPlates @oaksapollo @PAVM_Millionaire Its not interpreting it when in the $PAVM 10K that was filed last month PAVM said "they can not raise money" and that they will require $LUCD or Veris to fund them going forward. That's not an interpretation. Thats what PAVM management said in the one medium (SEC filing of their 10K) where if they lie they go to jail. So that's where they must tell the truth in amongst hundreds of pages of filler.
dmc4321
Posted - 2 days ago
@PAVM_Millionaire @LPlates @oaksapollo @Ironbow My Ayrton assessment is correct. Ayrton have earned but have not been issued about 2X of the current supposed outstanding share count. When Ayrton has them issued they will have complete control of $PAVM and $LUCD Ayrton don't operate companies. Show me one example Ayrton was called a predatory lender for trying to get $200M for an $18M SPA just over a year ago. They settled immediately which suggests to me they did not want to disclose "things" in discovery. The same Dennis that told me that "We have studied the ColoGuard launch and while it was good they made mistakes". That one afther they have blown through circa $100M for less then $5M of revenue and test numbers are shockingly bad.
Jswizzle
Posted - 3 days ago
$PAVM $LUCD any guesses on when you personally think coverage is coming?
LPlates
Posted - 3 days ago
@oaksapollo that's a lie. $PAVM has control of $LUCD PAVM in it's recent 10k said they CAN NOT raise anymore $$'s and will need to be funded by LUCD or Veris. Obviously Veris has no $$, so it's down to LUCD. That $18m is enough cash to run the group for 3 months. The group, according to the 10k filed earlier this month, started 2024 with $20m and they lose about $6m a MONTH. So that $20m is gone. The $18m will be gone by end of July. So id LUCD have no money and PAVM has no money what can they do? RESTRUCTUTRE and Ayrton who has a stealth holding of about 70%+ of PAVM will decide what happens. But Ayrton only wants it's money back. Ayrton doesn't operate companies and as they effectively own both PAVM and LUCD they would be diluting themselves by investing anymore It's all in the 10k
dmc4321
Posted - 4 days ago
@drock123 I would have a different take from the fireside. To talk at such great length and specificity about a competitor reeks of fear to me. All along I have said the value is in EsoCheck not EsoGuard. The OncoGuard test, and EXAS, imo, will only launch it after there is full coverage in place, doesn't have to be as good or better than EsoGuard. All it needs if FDA approval. Most people dont know or have any interest in learning about the specificity of a test. They will recognize the ColoGuard brand and that will be enough. It would take $100's of millions to educate the average consumer. What wasnt addressed was both $PAVM and $LUCD running out of money this Summer. Remember the figures PAVM released included LUCD as they consolidate LUCD as a subsidiary. PAVM in the last 10K said they can not raise $$ and are dependent on LUCD to give them $$ to keep the lights on. Do the math as they both run out of $$ in the Summmerlast
drock123
Posted - 5 days ago
$PAVM $LUCD just listened to the whole fireside chat. My opinion is this:
The exact science Mayo study was by all accounts a failure. 60% for reading the most prominent type of BE is dwarfed by esoguards 88%. Sponge detachment occurred. And the test itself takes 8 minutes because of expansion time.
Esoguard is many years ahead of other competitors right now. Massive growth is a switch they simply need to hit once they get MOLDX approval. This is a sleeping giant. Adding more after listening to the chat. Really really implore others to listen
UncleJuniorrr
Posted - 6 days ago
$LUCD $PAVM https://wsw.com/webcast/needham138/lucd/2243696 fireside chat from today
TD_
Posted - 6 days ago
$LUCD $PAVM Highly recommend a listen to the Needham "fireside chat" once the replay is up. The fireside chat will be webcast live and can be accessed by visiting the Investor Relations Section of the Lucid Diagnostics website or by clicking here. A replay of the webcast will be available on the website for 30 days following the conclusion of the live broadcast. Company management will meet with investors in one-on-one meetings during the conference.
UncleJuniorrr
Posted - 1 week ago
$PAVM $LUCD
Grumpy56
Posted - 1 week ago
@LPlates @oaksapollo As an investor in $PAVM, clearly I don’t know much about investing. What I do know is $PAVM is a Delaware corporation, and the Delaware Court of Chancery is very concerned about the rights of small stockholders. Depending on how this plays out, it could get very interesting.
LPlates
Posted - 1 week ago
@oaksapollo In the real world this is what happens. Real people, with real families and responsibilities and commitments make decisions knowing that a wrong decision means their life and their families life is negatively impacted. EXAS typically would pay 5x sales. So $12m dollars for 100% of LUCD. Sure they can pay more but that's putting your neck on the line. Now with coverage that might change. BUT ... There is this fallacy that EXAS will pay a premium for sales growth that requires EXAS assets to generate. That's not happening in the real world. In the real world EXAS will know that Ayrton effectively owns both $PAVM and $LUCD and that Ayrton has no interest in funding them with another $100m. Ayrton is a very motivated seller and EXAS knows it's the only buyer. Not ideal conditions to demand a premium imo.
Elomee
Posted - 1 week ago
$PAVM Etrade has the price at 2.06 while the bid is at 2.09 and the ask is at 2.17... how does that work?
notaclue79
Posted - 1 week ago
$PAVM Lets GO!!!!
Elomee
Posted - 1 week ago
$PAVM You think we'll be getting any hint at what PAVM was doing with novosound this year?
dmscott2008
Posted - 1 week ago
$PAVM
