LPlates
Posted - 1 hour ago
@PAVM_Millionaire @Carter113 What is your reasoning for such an idiotic comment.
I just made the distinction that Lishan and Dennis would actually file with the SEC, with no corresponding notification on the $LUCD & $PAVM investor relations section of the website to announce a filing, that Press Releases were furnished not filed.
So the only way a Retail Investor would know that the Press Release could not be relied upon for accuracy was if they went to the SEC site and looked it up.
It is what it is. It's a FACT. Only in your world is stating a fact a loss. And that's why you get played all day long.
Ironbow
Posted - 6 hours ago
$PAVM $LUCD
Dave, all those late night postings of hundreds of messages about Aryton… 💨… LMAO
LPlates
Posted - 6 hours ago
@Carter113 $PAVM & $LUCD What do the filings say? I will wait until you state what you think is positive about the filings?
I'm guessing you do not read them but just read the press release. The press release is "furnished' not "filed" with the SEC because it is misleading.
So when you state what is the positive and what is concerning then it will show both your lack of knowledge and lack of effort.
So please why are you so bullish?
LPlates
Posted - 6 hours ago
$PAVM I love this. If you take into account the 15 for 1 reverse split then you are actually down about 90+%.
So who is the clown?
Carter113
Posted - 7 hours ago
$PAVM $LUCD I am waiting for Dave, DMC, LPlates, etc .….to respond to the latest filings as they don’t fit all his BS narrative over the last 2 years……then I can and will shed some light….
LPlates
Posted - 9 hours ago
$PAVM & LUCD. Interesting new term in the 8K.
Lucid Exchange. So long as any shares of Series C Preferred Stock remain outstanding, the Holder will be entitled to exchange all, or any portion, of the remaining Convertible Note (including any interest that would accrue thereon through the maturity date thereof) into shares of Lucid common stock, at an exchange price per share of Lucid common stock equal to $0.85 per share (as adjusted for stock splits, stock dividends, stock combinations, recapitalizations and similar events), so long as after giving effect to such exchange the Holder would not beneficially own in excess of 9.99% of the shares of Lucid’s common stock outstanding immediately after giving effect to such exchange.
LPlates
Posted - 12 hours ago
$PAVM I was wrong they are not down 40% because they listened to your ZERO Concerns, they are down 50%.
So I was wrong. 😁
TD_
Posted - 14 hours ago
$LUCD $PAVM i'm paraphrasing from memory, so listen to webcast when you can....highlighted ...multiple, solid, in-person, engagement/meetings with senior leadership at MolDx.....which gives them confidence. Medicare coverage is the significant inflection point if you look at history of other diagnostic co's; "2025 is going to be a big year for us"...etc. Do your own DD...good luck to us!
TD_
Posted - 14 hours ago
$LUCD $PAVM listen to this if you are involved in LUCD/PAVM https://wsw.com/webcast/canaccord100/lucd/2492280
Carter113
Posted - 14 hours ago
$LUCD $PAVM 2 big takeaways from the Canaccord presentation today: First, from the 22M preferred funding that just happened they expect to net 18M of it, which seems the payoff to Arynton is around 4M tomorrow then. Secondly they have approx 6M in Medicare submissions that will be paid once Medicare is approved as they can go back 12 months.
LPlates
Posted - 18 hours ago
$PAVM & $LUCD I can't wait for the SEC filings. A nice BOTTLE of Red, because it will be a long night figuring out what the Ayrton SPA cost LUCD and what the new loan will cost.
That POPPING sound will not be Champagne but the numerous PUMPERS wild claims exploding under the plain truth in black and white that the SEC filings will contain....
Iamsorich
Posted - 20 hours ago
$PAVM do we think PAVM is dead money and should just be buying shares in LUCD? Curious on what people think
traderjoe2018
Posted - 1 day ago
$PAVM LGF!!!!
Ironbow
Posted - 1 day ago
$LUCD $PAVM Dave // LPlates today 👇🏻
LPlates
Posted - 1 day ago
$LUCD
WOW the PUMPING disguised as asking for information is really going BESERK today.
It's all about TAM (total addressable market) and then what % of that EsoGuard can get. Then they throw in the work Conservatively as they are not PUMPERS.
But look at their posts and figure in the 1 for 15 reverse split for $PAVM and you will see them saying the same NONSENSE when They are down 50++% on LUCD and 90++% on PAVM.
Then ask them to name ANY diagnostic company that has ramped rapidly within 24 months of CMS coverage.
Then ask what is the fastest ramping company real $$ marketing spend for those two years post CMS coverage.
Then ask how many diagnostic companies went bust post CMS coverage.
Then ask for a realistic share count as it will be 300m++
They are down so much they can't exit. Don't be losers like them. Ask where will the $$'s come from and when?
A realistic comparison is MDXH. $80m revenue and an $80m market cap.
That is just the reality of diagnostics.
FACTS
LPlates
Posted - 1 day ago
$LUCD & $PAVM The day is today. The day all the PUMPERS claimed you needed to be invested as both PAVM and LUCD were going to the MOON and you would miss out. But ...... There is no institutional interest. NONE (First Manhattan is strange)
It is a race to get CMS approval before LUCD runs out of Money. It is a 2nd QTR 2025 timeframe and it needs to be early not late in Qtr 2. So say it's 5 months best case.
From the start of Q4 that's probably 7+ months or around $35m in real cash burned.
What we don't know but will have more clarity on after the SEC filing is what is the LUCD shares count. My guess is it will be close to 200 million.
So the day you get CMS coverage LUCD
Has no cash for a launch that needs $100m.
Has a share count of 200m (probably much more)
Needs to be a UNICORN as NOT one Diagnostic Company has ramped quickly (within the first 2 years post CMS approval). Normally it starts accelerating Year 3.
Lower Share price ahead guaranteed. Plenty of time
steinny11
Posted - 1 day ago
$LUCD $PAVM If I remember right, one of the criteria that was brought up during a meeting (a couple years ago?) with PalmettaGBA was whether EsoGuard distinguished between BE with and without Dysplasia. I thought it was one of the criteria for getting coverage. Does anyone remember that or have any thoughts about it?
steinny11
Posted - 1 day ago
$PAVM If I remember right, one of the criteria that was brought up during a meeting (a couple years ago?) with PalmettaGBA was whether EsoGuard distinguished between BE with and without Dysplasia. I thought it was one of the criteria for getting coverage. Does anyone remember that or have any thoughts about it?
cheechong
Posted - 1 day ago
$PAVM well that pre market jump was short lived haha
dmscott2008
Posted - 1 day ago
$PAVM I think the govt has up to 90 days to respond to approve or not. Given we had a meeting with them already to determine what was needed and have a LOADED packet of stuff for their consideration. We might have some good news before xmas
oaksapollo
Posted - 2 days ago
$PAVM someone bought 100 June $2.50 calls for $0.25 today. A little bit of a head turner (150% increase in price). I own a lot of these calls as well. I think when LUCD moves up, PAVM can sell some of their shares at $5-10, providing non-dilutive working capital that will allow them to start advancing their pipeline again. It's been a rough 2-3 years for both companies but I think the tide is turning for LUCD which then puts PAVM back on track as well.
dmscott2008
Posted - 2 days ago
$PAVM
trout290zzaam
Posted - 2 days ago
$LUCD $PAVM In these conditions, they (bigger investors) will never start to put a reasonable value on either of these til they get coverage and grow revenue. My guess is a year from now will start to look a lot different. IMO
dmscott2008
Posted - 2 days ago
$PAVM
Ironbow
Posted - 4 days ago
$PAVM $LUCD We have got to be close to the “Over” for the unhinged Dave posts. His fake narrative is falling apart daily…. LMAO
LPlates
Posted - 4 days ago
@TD_ do you really think someone with Vendetti's track record is worthy of a post. It is so bad that IMO it really needs to be qualified with a disclaimer. He really is a fool. A lot of retail don't do a lot of due diligence and WRONGFULLY assume that Wall Street Analysts know more than they do about a company and it's potential. They don't know that a lot of their recommendations are driven by a desire to earn fee income via offerings etc. for their company.
Do you think there is even one CREDIBLE analyst covering $PAVM ? Serious question.. if so who?
LPlates
Posted - 4 days ago
@TD_ There is no institutional interest in $LUCD or $PAVM (that First Manhattan filing for 600k shares aside, that's a real head scratcher)
My intent is to counter with facts any posts that I feel mislead, misdirect etc. that may lead a retail investor to invest and lose their hard earned dollars Everybody is free to block me.
I'm not going away until after the RESTRUCTURING!
LPlates
Posted - 4 days ago
@TD_ $PAVM gotta love that Anthony Vendetti is ranked number 9160 out of 9184 analysts. Instead of being a top 25 analyst he is a bottom 25 analyst. Literally he is 24 places from being the worst analyst out of over NINE THOUSAND Analysts. FACTS
Plus his average return is MINUS 21%
You must be short highlighting his recommendation, analysis, and price target.