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Double Digits !!!!
Take a listen .. GOOD LUCK LONGS
https://www.youtube.com/embed/DomYaBhtxE8
TTOO SEC Filings Released Today and it looks like the directors of T2 have decided to take their directors fees in stock rather than cash 5 individuals filed a form 4 Acquiring stock at a value of 0
stock given in lieu of cash. This is a positive sign ... GOOD LUCK LONGS
Merck's Recent Acquisition Highlights OWS Funding Flowing Into COVID-19 Therapeutics .. GOOD LUCK LONGS
https://seekingalpha.com/article/4397128-mercks-recent-acquisition-highlights-ows-funding-flowing-covidminus-19-therapeutics
2021 key events for Athersys .. GOOD LUCK LONGS
https://www.reddit.com/r/ATHX/comments/kntvmh/2021_knownpossible_events_and_other_scenarios/?utm_source=share&utm_medium=web2x&context=3
Year END SELLING has ended GOING FORWARD the BUYING HAS STARTED .. GOOD LUCK LONGS
Sorry to say PSTI study failed and the stock is down 50%
HUGE NEWS !!!!!!!!!! The Ohio Tax Credit Authority on Monday approved a 2.484% 10-year tax credit to Athersys that will allow the company to expand and create 400 new jobs. They will also expand and create over 34 million in new annual payroll while retaining $10.8 million in current payroll ... Now this could be a part of a BUYOUT COMING ... GOOD LUCK LONGS
Check this out ... GOOD LUCK LONGS
https://www.beaconjournal.com/story/business/2020/12/07/biotech-company-athersys-expand-stow-add-400-jobs/3859761001/
Gil and Co. have their shareholders confused which they made their purchase decision on ATHX, with a understanding that ATHX would be 1st to the promise land and have stated they had a large head start. After years of poor execution the shareholders should have known the truth is that Gil and Co. are feeding themselves and milking Just the shareholders dry with bonuses, and poor performance. Hoping that Helios will have news on Bridge study soon. Looking for news Helios to beat ATHX, with positive news and maybe then to our EUA, approval for sale in Japan .. GOOD LUCK LONGS
XW .. I wish, I had the Crystal ball .. lol With Healios interested and hopefully others, I easily say in the double digits $12-18 .. GOOD LUCK LONGS
https://dawsonjames.com/wp-content/uploads/2020/11/ATHX.DJ_.11.24.2020.pdf
New SEC filing by Hardy .. It would be nice to see them throw everyone the F out because they will never succeed with the team in place. They are stealing allllllll shareholder value and money and HELPING themselves EATING ALONE .... GOOD LUCK LONGS
https://www.sec.gov/Archives/edgar/data/1368148/000134100420000470/ex99-2.htm
Pre-market is looking good .. GOOD LUCK LONGS
Hopefully a BUY OUT is coming ... GOOD LUCK LONGS
https://dawsonjames.com/wp-content/uploads/2020/11/ATHX.DJ_.11.24.2020.pdf
T2 has the Potentially to drive revenue for years if hospitals utilize its other capabilities once the device is installed along up to 300k devices by the end of March and that's over 4 times do the math.
I view this as a low probability investment of making 10x my initial investment. T2 Biosystems (TTOO) markets a medical device ("platform") that assesses blood samples to detect sepsis or Sars-COVID-2. Sepsis is a severe inflammatory response to a bacterial or fungal infection. The mortality rate of sepsis is as high as 30%, while for severe sepsis, it's as high as 50%, and septic shock 80%. There are about 1 million cases in the U.S. per year and 50 million on a global basis.
Sepsis guidelines recommend to get blood cultures but also broad-spectrum antibiotics. The blood culture results can help determine where to go if the initial treatment is not sufficient. Rapid identification of sepsis is important because each hour of delay in treatment initiation decreases the survival rate by a significant degree. The company believes by about 8% per hour. T2 Bio can have results within 3-5 hours for Sepsis and within two hours for Sars-COVID-2.
The way I understand it, at the first suspicion of Sepsis, a broad spectrum of antibiotics is given, and these should be effective. Narrowing down the diagnosis allows doctors to give only the right antibiotics from now on. This saves a little bit of money (but not much). More importantly, it can help to keep the antibiotics that we have effective. The more commonly these are given, the more likely resistant bacteria develop. This is a serious long-term concern but perhaps not always perceived as a pressing matter.
Theoretically, before considering sars-COVID-2 (a market where I don't think this test will be a long-term contender), this could be an enduring $100 million+ / year U.S. market and a multi-billion per year market globally. The exact magnitude isn't that crucial because the opportunity is clearly huge relative to the company's value ($179 million market cap). And more importantly, the device can function as a platform for several diagnostics. Meaning, that once there's an installed base, the TAM can grow by developing additional "apps." The company is slowly making progress on this front, and most notably, they have a Sars-COVID-2 test out, which has actually greatly accelerated its device sales. The company also received milestone-based BARDA Funding to develop additional panels (the real name for what I referred to as "apps"). One example would be the detection of Lyme disease.
The company itself tends to tout larger market opportunities but relies on device sales, which I view as a one-off. At other times, they refer to their model as a razorblade model. In my opinion, the razorblade model means you don't make a profit on the razor. Therefore, I wouldn't include razor sales in the market opportunity.
Historically, the company has not achieved great success. Recently, it's clearly experiencing an acceleration.
Crucially, the cost of revenues is not scaling with revenue. This indicates there's a lot of operating leverage, and that's why I think this could be a compelling idea. In early November, the company held its earnings call and provided some important color on its $5.2 million quarter in Q3 of 2020. A whopping increase of 213% compared to last year and a record number.
TTOO says revenue growth was bolstered by the launch of the new COVID-19 diagnostic test. It also reported huge growth in the T2Bacteria and T2Candida panels' sales by 70% and 38%. However, the company notes that there seems to be a correlation between COVID-19 and Sepsis, meaning these sales could fall back again, if and when, Sars-COVID-2 has been dealt with.
The company believes it will sell 120 of its medical devices in 2020, and that's a huge uptick from prior years. At the end of last quarter, the total number of installed devices was at 70 in Thursday conference. By their account, this should result in full-year 2020 total revenues of $19-$20 million. $13-$15 million would be from products and $6 million through research revenue. I think that's mostly the BARDA funding. The company can receive up to $69 million in funding or about half its market cap worth. Note that the company has a history of disappointing earnings:
Historically, the process of instrument delivery, setup, validation, implementation, and migration to routine testing took, on average, nine months. The company is definitely capitalizing on the need for Sars-COVID-2 tests. Yet, management recognizes the importance of having its medical device viewed as a comprehensive solution to many diagnostics problems .. GOOD LUCK LONGS
ABC .. At this point it might be end of year tax losses for some. Allll good news ahead which some do NOT have the patience .. I'm holding OVER 200K shares which doesn't make me any smarter, I'm NOT going anywhere anytime soon .. GOOD LUCK LONGS
Hardy is acting like he is on shareholders side I think NOT but it is very obvious and he's as sneaky as PEARL HABOR and I think Gilly Boy doesn’t completely trust him. Hardy is for himself / Healios, his motives are nefarious to say the least and NOT about Hardy’s concern for ATHX and it’s shareholders there still must be more to this story. I hope it's ALLLLL good, but price is not saying that at the moment. If Gil doesn’t trust Hardy then it is a reflection on his bad judgment and decision making to make Healios a partner and him a board member. It seem to believe board members are entitled to review the information he requested and it was denied !! I'm hoping for a buy out if you take a moment to consider that's why Gil is unable to get a Euro deal done, its all about losing control that he built. Buyout seems to be in play ... GOOD LUCK LONGS
Yesterday's conference was interesting and exciting going forward for long term growth. This was one of the key points that was mentioned ramping up panel production from 70k to 300k by the end of March. That's over 4x and as know as you buy in bulk the more you run the less it costs. This should translate into higher margins. They are focusing on selling machines to customers who need them for more than COVID testing meaning the machines will still see utilization. They should have the recorded video up on their website soon ... GOOD LUCK LONGS
I think ATHX has been in negotiating with large drug companies about a license .. The drug companies want to own ATHX entirely and Gil won't sell. BUT now with a major shareholder Helios being pissed off, they could make a tender offer for the shares and maybe succeed. Depending on the price, Hardy might vote his shares, the wrong way. Short term this is good for the price as Gil will be pressured into getting things done. The bad thing is that the pressure might bring about a bad deal for the company long term ... GOOD LUCK LONGS
I'm LMAO toooooo ..Hang on they are trying to SHAKE alllllllllll WEAK HANDS out .. Stop and think "WHY" 28.48 % Institutions are STILL holding ... GOOD LUCK LONGS
T2 Pandemic Boost Increases Chance Of Long-Term Success .. GOOD LUCK LONGS
https://seekingalpha.com/article/4389341-t2-biosystems-pandemic-boost-increases-chance-of-long-term-success
This is starting to heat up with 3 new directors ..
https://www.athersys.com/investors/press-releases/press-release-details/2020/Athersys-Announces-Three-Appointments-to-Board-of-Directors/default.aspx
If alllll things go well and Healios manages to get some kind of approval with allll European partnerships comes to fruition .. MY PRICE TARGET IS DOUBLE DIGITS within a year or a BUY OUT .. GOOD LUCK LONGS
Website update ... SUMMARY
Multiple important objectives achieved ..
Launched the MACOVIA trial for COVID-19 induced ARDS and enrolled first patients ..
Launched the MATRICS-1 trial for trauma related inflammation and complications with UTHealth ..
Healios advancement of TREASURE trial (w/ Sakigakedesignation)..
Fast Track and RMAT designations granted by FDA for our Phase 3 Stroke program… Positive Scientific Advice from by EMA ..
Launch of (and continued enrollment in) MASTERS-2 trial ..
Expansion of contract manufacturing capabilities to include CMO sites in Europe and Japan ..
2018 Expansion of collaboration with Healios ..
Maintained healthy balance sheet; with recent financing of $57.6 million gross ..
Completion of enrollment in MUST-ARDS trial –and successful results ..
Fast Track and RMAT designation for ARDS program ..
Healios’ advancement of the ONE-BRIDGE study for ARDS and Orphan designation from PMDA ..
BARDA and CoronaWatch Task Force designation for MultiStem as a “Highly Relevant” therapeutic for COVID-19
Primary priorities for 2020 ..
Complete enrollment for TREASURE and ONE-BRIDGE studies (Healios trials in Japan ..
Advancement of MASTERS-2 Phase 3 program ..
Advancement of the Phase 2/3 pivotal MACOVIA trial..
Complete evaluation / implementation of key partnering initiatives ..
Continued advancement of key process development and manufacturing initiatives, & commercialization prep ..
Also GILLY BOY is going to get huge pressure from the institutional ownership after the nightmare of Hardy's public comments with Traub's recent departure, should be a big catalyst for the company GILLY BOY lacks execution ..GOOD LUCK LONGS
https://finance.yahoo.com/news/athersys-inc-nasdaq-athx-just-102003594.html
I'm not Tony, A GOOD FRIEND of mine introduce me to Tony which he has followed this Co. for years and owns 200k shares. That's how I got involved buying 75K shares myself.. My break even is $2.62 .. I like sharing whatever news I can post .. I'm NOT a PUMPER only a Long term INVESTOR looking to spread TRUE FACTS regarding ... GOOD LUCK LONGS
Are you still following me around ??
Speaking of DOGS with FLEAS .. LOL
BUY BUY BUY !!!!!
1. Many investors don’t understand what they hold here in ATHX is the next AMGN. ATHX now has 2 FDA designated RMAT therapies in Pivotal phase 3 trials and partner Healios is about to lock down data in matter of days and results will bring milestone payments and royalties upon approval in Japan.
2. USA is in a critical phase of the Covid 19 Pandemic, ATHX has the only FDA designated RMAT study MACOVIA for treatment of Covid induced ARDS. I am expecting FDA EUA in coming days for MULTISTEM.
3. Partnership talks are getting serious behind the scenes and ATHX is negotiating from position of strength as they have $80 Million in cash.
4. BARDA money is coming, BARDA needs an advanced therapy like MULTISTEM to stop the death toll.
5. ATHX will be $30.00+ same time next year .. GOOD LUCK LONGS
Major Holders Currency in USD Breakdown
9.25% % of Shares Held by All Insider
16.65% % of Shares Held by Institutions
18.35% % of Float Held by Institutions
137 Number of Institutions Holding Shares
Top Institutional Holders
Holder Shares Date Reported % Out Value
Blackrock Inc. 13,025,332 Jun 29, 2020 6.60% 35,949,916
State Street Corporation 11,938,428 Jun 29, 2020 6.05% 32,950,061
Vanguard Group, Inc. (The) 9,514,678 Jun 29, 2020 4.82% 26,260,511
Millennium Management LLC 2,469,708 Jun 29, 2020 1.25% 6,816,394
Geode Capital Management, LLC 2,406,882 Jun 29, 2020 1.22% 6,642,994
Northern Trust Corporation 1,846,660 Jun 29, 2020 0.94% 5,096,781
JP Morgan Chase & Company 981,051 Jun 29, 2020 0.50% 2,707,700
Nuveen Asset Management 798,894 Jun 29, 2020 0.40% 2,204,947
Caas Capital Management LP 741,297 Jun 29, 2020 0.38% 2,045,979
Bank Of New York Mellon Corporation 677,555 Jun 29, 2020 0.34% 1,870,051
Top Mutual Fund Holders
Holder Shares Date Reported % Out Value
SPDR (R) Ser Tr-SPDR (R) S&P (R) Biotech ETF 8,327,365 Sep 29, 2020 4.22% 16,238,361
Vanguard Total Stock Market Index Fund 4,885,485 Jun 29, 2020 2.47% 13,483,938
iShares Russell 2000 ETF 3,475,418 Sep 29, 2020 1.76% 6,777,065
Vanguard Extended Market Index Fund 2,557,635 Jun 29, 2020 1.30% 7,059,072
iShares Russell 2000 Growth ETF 1,572,865 Sep 29, 2020 0.80% 3,067,086
Fidelity Small Cap Index Fund 1,083,353 Jul 30, 2020 0.55% 2,773,383
Fidelity Extended Market Index Fund 867,503 Aug 30, 2020 0.44% 1,891,156
Russell Inv Co-U.S. Small Cap Equity Fund 515,547 Jul 30, 2020 0.26% 1,319,800
iShares Micro Cap ETF 422,198 Sep 29, 2020 0.21% 823,286
Schwab Capital Trust-Small Cap Index Fund 373,904 Jul 30, 2020 0.19% 957,194
This E:Mail from Karen Hunady,
We appreciate that you have stayed with us so long, and I am happy to hear that you are holding your personal position for a while longer. We truly feel this is an exciting time for all of us, but these things do not happen overnight. It requires a lot of hard work and patience. After years of developing MultiStem, it is gratifying to know that we are approaching the finish line on important trials that might provide the basis for our first approvals – our partner Healios has reiterated their commitment to completing enrollment for both the TREASURE and ONE BRIDGE trials this year, which will be very important events.
Thank you again, and very best regards,
Karen
University hospitals Cleveland, an Athersys Macovia site is currently taking part in 138 Covid-19 clinical trials though not all aimed at the virus but what may happen after. Some of the studies that were focusing on very sick patients have either been stopped or put on hold because cases are turning towards milder infections and a younger patient base. Inflammation remains the dangerous aspect of the damages this virus can cause. UH has 15 studies currently aimed at decreasing inflammation and has stated the the virus itself doesn't do anything but what is killing people is the inflammation induced by this virus. UH is currently in need of volunteers for their clinical research, especially those who have had Covid-19 and have recovered. Much going on in hospital systems today, they are quite busy and dependent on patient participation to fill these trials. This does not happen as quickly as we would like ... GOOD LUCK LONGS
Next 2 weeks should show some PPS increase. Just read between the lines
118 employees, that should produce way more than $20 Million yearly revenue, just with the instrument and panel sales alone. Then add another $10 M plus a BARDA grant Qtr3 ##'S should look good .. GOOD LUCK LONGS
T2 seems to be getting some traction as being relevant in the testing world. Having its management recognized by its peers is always a good indication .. GOOD LUCK LONGS
Sepsis Alliance Elects T2 Biosystems CEO as Advisory Board Member
https://www.globenewswire.com/news-release/2020/10/19/2110701/0/en/Sepsis-Alliance-Elects-T2-Biosystems-CEO-as-Advisory-Board-Member.html#:~:text=
Here's a interesting findings for alllll you LONGS - Thierry Bernard sits on the board of directors for T2 and is also the CEO of QIAGEN which has over 5000 employees. You can verify this by going to the respective companies websites and looking up their leadership. Lookup QIAGEN and you will see they are a relatively large testing company. What does this mean? Well for one thing you have someone on the board of T2 who is running a much larger Co. That also does testing that T2 would fit right in with (partnership buyout) who know maybe leasing who knows. Also, they would have insight on how to expand and integrate T2 into the avenues they already have with QIAGEN. Just another positive notch for T2. We all know Q3 is going to exceed analyst expectations. The lower volume is due to the weak hands that have been shaken out and most people holding now are STRONGER than a few weeks ago ..T2 needs and will close above $1.42 the next resistances after are $1.62 / $1.88 with news coming this will be well OVER $2.10 ..GOOD LUCK LONGS