FLNT....hmmm

Merry Christmas Iceman! So....U have reminded me of the tortuous path I traveled to become an owner of a pittance of FLUENT and Red Velvet. I started off with Shanghai based TIGER MEDIA which morphed into IDI after jumping across the Pacific to acquire The Best One, (led by Michael Brauser and involving his pal Barry Honig) parent company of IDI which morphed into Cogint which spun off Red Violet  and I believe, Fluent....I think. I hope you can understand my confusion. I started with many thousand shares (cheap, I admit) and sit now with my tiny bit of Fluent and tinier bit of Red Violet after a few RSs. I keep these stocks, dear reader, as a reminder of mistakes to not repeat...... Interestingly Red Violet has gained the most (Over 300%) but with the number of shares I now hold after these various reverse splits, it's a bad joke.  

As for Frost gifting Red Velvet stock to a "Jewish foundation." I don't see that anywhere (but don't doubt it) and can only say there are many, many Jewish foundations. As noted, Red Velvet has done quite well.   BTW also, I think that 6,666 donation is simply as close as possible to 3 x 6 = 18. ( a lucky number in Jewish numerology which is mystical and not widely practiced...I think.)  But PF was the third son. Back in ancient times Greek was the language of everything hence, I believe, Phillip A. Gamma Frost is his birth name. I forget what the "A" may stand for. But another way of noting that PF was the 3rd son is GAMMA. Thus all the 3 x 6s which happen to equal luck 18 and "GAMMA's"  surrounding PF's activities. You actually may need a decoder ring for this stuff.  In conclusion, if my husband doesn't stop watching football....I may be forced to look into this further and explain why 666 is not really the sign of the beast if you research classical languages of the time. Think I'll go find an episode of Law & Order.      Miami

icemandios & miamianne67 : iceman (and miamianne) - sounds like you were long FLNT. Great call! congrats. Frost number 1 holder. So...this is the one stock he doesn't put OPK in? lol. instead we get the zeroes. (or I do atleast). Its unbelievable.

Short interest was released today, and its decreased again for I believe 3rd or 4th straight week...believe approximately 3.5mmm shares were covered, which means this price action has been happening WITHOUT shorting and with shorts BUYING!. So now I'm really confused. So if shorts aren't shorting...and its too early in week for MM to be doing anything....what is going on? Sian stated they would get out if retail didn't trust in their thesis that Frost wanted stock down and was defrauding sharheolders to do it - clearly they were right - and we had to collectively contact Congressman/FDA/SEC. if 400 people contacted, say AOC, on the house oversight committee..she would be all over this. its a win-win: go after richest person in florida, who already hit with sec, who is withholding treatment, big bad pharma, and they have no reason they can give. I tried calling the investigators: the also stated they did not have a reason and just did as they were told when I asked.

Also, weren't we supposed to get phase IV trial - which covered vitamin d deficiency indication - by "end of the year"? That trial which read out topline results on march 25th, showed that Rayaldee was the only drug that could hit the FDA endpoint of 50 ng (the spanish drug was a little over 30ng, at the legal limit; though in the trial they double dosed them on the first dose....but in theory that should only mean they raised it to the 50 ng that Rayaldee already does at its tested dosage). So where is that? And the home testing kit? Point of care or rapid test? Also, I saw on other message boards some hype about a bioreference commercial - fyi, that was in their contract, so they weren't doing anything. Not that it matters, it would just be more expenses.

Somewhat relatedly: did people notice that Rite Aid said they did "over 1mm covid tests" at their 301 locations this year (last 7 months). They started at 25/50....so blended average was probaly like 150 over the past 7 months. Bioreference is exclusive tester and at the shareholder meeting Frost said the drive throughs cost "zero other than the person they send to pick up specimen" b/c HHS pays for pPE etc. Bioreference said they have 601 sites: so 300 others must be CVs. CVS is higher traffic, but bioref not exclusive...so same number of stores, but we can say 500k to bioref? so 1.5mm from drive thru. They said they did 5.8mm PCR tests this year through 9/30 and on 10/29 6.75mm (which by the way: 34k/day..vs 39k/day average in 3Q - despite october their being 50% more pos cases (1.9mm) and 35% more testing, and in November they repeated 40k-50k But given guidance was oct 29th..how did it go from 34k/day to over 40k a day in less than 2 weeks? and also, just doing the math, it obliterates their pcr testing guide. But they don't raise numbers with preannounce. Unlesss shareheolders get together and sue for Rayaldee and all of this, I don't see how this goes well. But point being, similar to the Larkin point above: if drive thru testing was ATLEAST 1.5mm of 6.75mm tests, that's 22%-23% of their samples from drive-thrus. At $100/test and at, what frost said in the transcript "almost zero cost". So what gives? and How can 23% of your samples be from drive thrus when they have 200 patient service centers, urgent care clinic, hospitals, their contracts with sports leagues and nursing homes and others? And where are the profits?

I am/was a huge bull but am questioning myself - and not on the assets or the opportunity, but am really learning just how effing greedy management can be and what they can do to shareholders if shareholders dont do anthing. and this new "indepedent director" - not one shareholder said anything about him being THROWN OFF his prior company's board less than 6 months ago, and also, violating the settlement agreement by being on the Board of Trustees with Frost and Mednax and OPK's partnership. Sian made that retail comment around the same time as they trashed the independent director but said lets see if any shareholder will say anything publicly, or write email to the Judge who PRE-signed off so an OPK break of this first rule in the settlement agreement is gonna be especially bad for them, judge coudl make settlement harsher. When they were hosting the call and the hf asked were they going to say anything, they said they couldn't answer that but said, they would certainly not in the near-term as they said, 'retail can see what happens if we don't say anything since they don't seem to want to the stock up". I guess its them getting out given no shareholder said anything about him not being independent and clearly violating the agreement without Sian there to say so for us and act as a check.

If anyone has counterpoints as to why profits are same as last quarter, or testing isn't up, why they are losing share, why they are silent, why Rayaldee was pushed back, or has talked to any analyst who knows any of this let me know; I don't want to let the stock price dictate my mood, I'm just mad at myself given they gave us the answer a month ago and when no retail spoke up I should have cut my position.

miamianne67 - very interesting posts on the medicare fraud which I just read. I want to be careful how I say this, and I mean absolutely no implication to any ethnicity, race or religion to be clear, but in the nytimes article that Trump pardoned Esformes they strongly imply a jewish lobbying group is the same group that got 33% of the pardons: www.nytimes.com/2020/12/24/us/politics/trump-pardon-clemency-access.html

Red Violet is a jewish organization, and not only did Frost donate (by the way: I believe you are correct regarding the number 6, but I am not jewish so cannot say for sure but I have heard the same thing), but Rubin did too. But again: I have no idea what Red Violet does, nor do I know or even implying anything with this organization in the NYtimes article. Merely putting data points out there as I'm reaching another conclusion. As miamianne67 correctly stated, the Larkin priv hospital run by the 3 crooks have been Frost's buddies for a long time. Esformes was an idiot and kept defrauding and went to jail. Others bought nursing homes in florida and california. The Cali one was discussed. But Note that NY and FL were the only states to pass mandatory testing for nursing homes twice a week (prob b/c they have the most nursing homes), and Bioreference got the NY one, which was passed earlier than the law in Florida, which was passed after Frost wanted stock down - so Curative took it - at $100/test (vs. $50/test bioreference got in NY). Frost, again, richest person in florida, among largest donors, also slowed down florida testing in 3q and 4q so much that they ahd been third after labcorp and quest but Curative took the 3rd spot and they are now 4th - in THEIR HOME STATE. And lost the univ of miami health system contract which still is mind blowing. But regardless, back when management wasn't profiting themselves at expense of shareholders, guess who they partnered with for the city of miami contract: "BioReference said Tuesday it will test specimens collected from testing centers throughout South Florida through a collaboration with Larkin Community Hospital". www.bizjournals.com/southflorida/news/2020/03/13/bioreference-provides-covid-19-tests.html

Bioreference said they were charging $50/test to city of Miami. However, Larkin Hospital was later charged for price gouging (over $150/test): wsvn.com/news/local/larkin-community-hospital-price-gouging-investigation-gaining-steam/. One wonders...Frost didn't just hand them $100 in profits that had to come to Frost somehow. I wonder if its related to the auditor-change requirement in the Sian settlement agreement from last month. It is definitely weird that they did 23.7mm of ebitda in 3Q; half of 2Q (even with 1 time items in 2Q, 3Q did 1.3mm more covid tets, more rayaldee tests, more routine tests, more 4k tests, etc); and guided to 20m-30m AGAIN even though they guided revenue up.

And then - back to the stock: its not shorting, as the data shows. Could be frustrated retail, but they can't be this much. Could be Sian and the institutions they brought in getting out since they said that despite their writing out the congress letters, the number of emails sent were only in the double digits and sperad among congresspeople, who are they only ones short of a lawsuit that can get Frost to do anything. But if that's true...then we are screwed as the stock was 3-3.50 the day after earnings so I assume that's where it goes.

I can't believe people had a chance to report FROST for all of the lies: home testing kits, saliva testing kits, data for rayaldee covid in 4q - now its 2q'21 on their website!!! Vifor has not gotten all european approvals, so they slip on timing even more. And 4q is going to have routine down more than 3q and rayaldee scripts barely grew over 4q'19, if at all, so no growth rate - 17.5mmm scripts.

Why did Bioreference get only 26.2m in cares money when 7 labs get $250mm in July (none by the way were top 3, they got it separately), and 9 labs $130mm in sept. cuehealth got 481mm. Mesa got over 100mm. Sonic Health, the number 4 player, got over 100mm to expand capacity to over 166 covid tests in september - overtaking bioreference as number 3 in covid capacity. I also asked every question Sian listed: Sian said thhey suggested that since they did the NYC entire scchool system, largest in the country, and positivity rate is 0.41% vs. NYC 6.48% generally, why aren't they pitching to other cities as only lab with capacity, turnaround time and protocols? National testing is "top 3 biden priorities": "The developing plan closely tracks with recent recommendations from The Rockefeller Foundation to invest billions into the creation of a K-12 testing system that would reassure teachers and students it is safe to resume in-person schooling. Biden has vowed to reopen the majority of schools within his first 100 days in office, amid growing concerns about the educational and mental health toll that months of remote learning has taken on a generation of students...The transition team has also had conversations with the Rockefeller Foundation about school screening. “The Rockefeller Foundation and the Biden team are in lockstep on how to do K-12 testing,” a diagnostics industry source said. Rockefeller Foundation spokesperson Ashley Chang declined to comment on the group’s interactions with the Biden team. “Our plan to safely reopen — and keep open — America's schools speaks for itself,” Chang said. “This can be achieved by mounting an extraordinary scale up of testing in K-12 schools, where teachers and staff are tested twice a week and students once a week through the end of the school year.” The organization released a white paper last week that proposed testing all students once a week and teachers twice a week, at an estimated cost of $42.5 billion for the remainder of the current school year". THIS IS WHAT BIOREF IS DOING! Why not say you proved the model in the hardest and biggest school district in the country, and now that stimulus has passed so there is more aid for testing, they can be signing contracts in Jacksonville, Omaha, Austin, Detroit, Chicago, etc, etc etc. And they would be signing these at $100 or atleast close to it instead of $50 - plus its recurring guaranteed revenue thru 2q'21 and profits; so pulls out this stupid covid testing going down debate as by then we are 1Q away from the 90mm pfizer payment and Rayaldee will have passed/not passed Covid but atleast be doing royalties and routine and 4k will be growth. So when i asked, their response to me was "we take all shareholder suggestions seriously". I also asked what did they gain from integrating Bioref test results into apple health...when most people dont' want apple health to have more info. Did apple pay them? if So it would be near 100% margin similar to licensing revenue and given its apple, would have to be a solid number...referred me back to press release but also implied I shouldn't be assuming apple revs. I guess Frost wins again, stock goes to 3.25, he will bid $3.75-$4, with shareholder vote because will have nearly 50% whiich at 44% already has pretty much. nobody else can bid because board says no. and we lose.

Ugh. I'm emailing fda, sec, and congressman again, i can't sit here watching this stock keep dropping

Whoa there charlie96....that's a lot of type.

I only have said what I actually said. I do agree that yes, I am long on Fluent. But after a couple RSs don't have much. I do agree that if you look at Trump's pardons there are at least two FL. Medicare fraudsters. I do think missing, because he was not convicted--- but took the 5th amendment against self incrimination about as many times as he was asked a question was Florida's ex governor Rick Scott who made a fortune from Medicare.

As for ethnicity, you leave out Florida's founding fraudsters.....the rednecks a/k/a also politically incorrectly known as the Georgia Crackers. Each and every group passing through from Lebanese to Mennonites (well, maybe not them) has "dipped their beaks. It's the 'Merican Way.

Red Velvet is a corporation without a religion but PF made a large donation of the stock per Iceman. I never did see exactly to whom.

I think there are better people here than me to address anything about Bioreference. You have a good day, Charlie 96. I done my bestest. Miami