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Galt's is NOT TOXIC at all, at least do far and in animal models. Ie safer to end user.
It is made from apples.
It has a better\larger indication, in which it is ALONE. Recall intercept.
It has way better management, and check out the upside from 15 bill cap from here, even allowing for dillution.
I don't think the 2 are even in the same game. Though the other will surely benefic from GALT's succeess.
Asterias is to be listed "This summer". At what Cap.? 70% held by BTX. What will the stock do?
Google Russell reballancing effect. You will find it rerely makes a HUGH change on the day, but rather the period before is market by slow raised Cap.
The Last ceo that was kicked out, Who mooned the shareholders... What was his name? Ah, Yes, Mooney, no?
I will be here, hoping to see it.
I per the market for these products at 2 to 3 annually, just hospitals.
But without real Execs, that are as competent as Honest, the dilution will make that 2$...
I am not in for a double on these plays. I aim at ten beggers and above.
My current ten begger companies have always been Led by real Execs, that have clear strategic focus, understanding of pre earning financing and killer execution Abilities.
They are far and few between, Granted.
This team? Mooning? Incompetent Boobs.
Well, Lets hope you get your wish. Ecte is a tiny speculation for me since I was busy accumulating the lows of GALT and others for better results. Per my evaluation, Ecte is going to be dead money for some time before significant buying opportunity raises. I will be here with firepower when I reach the conclusion there is real management in the house, and there is real executable plan. Doubling down on lousy managers is a loosing strategy for me.
But I hope you do well!
SBUX, double, for most of us, is unnoticable, in terms if the magnitude of the loss. For Platinum, too. The disastrous dillution took away large part of the upside.
When do you think sales start? How much more money is needed? These hits keep on coming up with not perfect and more tests needed.
Lets hope so. Their cost Base is so high, some pretty HUGH achivements will be needed and without much dilution, too. Lets see. Practicaly, sales, pretty significant, would have to appear pretty soon for that...
So far, we didnt see snap and pop performance.
One can hope!
Platinum will buy little as they can to get them out of the position with minimum loss before aapl and the rest come on board with medical diagnostics and wearables.
By now it should be clear platinum's made a horrible mistake and their only objective is to liquidate the position at a minimum loss.
Prospects look extreemly grim from here with massive additional dilution and very long runway.
Do not think retail investors interest them one bit. Their own investors will grill them for making this horrendous bet.
TFM, re Son, for first 5 years tell Son to buy only profitable, wide moat companies, will nes that will Last. Prefferably div. Bearing. It is crucial he gets to see it is not a roller coaster ride and get to Last the first 5 years. BRK B, aapl, mkl, Afsi, mmp and the like. Point is, Even in terrible scenarios these will fare him well. Development stage is a crual bet to push a newbee into, and might teach the wrong lesson. And make him study the company, and never put in money in shorter time frame from 5 times it took him to earn it. Buy in different stages. He will be fine. For a newbee, buy him motley fool stock advisor newsletter. He will learned much there.
Re gloom and doom, if the worst come to pass, only Food and Guns will matter. But guess what, it never has. Who ever kept gold, good and Guns from 2007 is much poorer for it.
Historically, we pull out of things. America will be fine. Some bumps will happen, but it will be fine.
Was it developed under Fast Track designation? Was it the Only theraputics in development for the condition?
I dont know for sure, but I think the timeline is some what shorter then that. The chairman mentioned Phase 2 & 3 together per FDA Guidance, as part of the Fast Track designation, following Phase 1. Even if that take a year, You are talking 2015-16...
Remember, they already Have Fast Track designation from the FDA. Next clinical trial is II / III. Then, most likely, Big pharma agreement for 15% sales.
Thanks yip
Tom, The way I see and use his advice, is to get ideas, and be fine research. I seldom buy on his recs, they tend to provide better entry point, sometimes 50% discounted. These are Very small, Very early companies, no revenues, and some fail.
However, the upside is unlike any thing at the right company, several good years away. Remember, we got 2008 crisis in our past, and this has stalled the progress of many micro development stage firms, and made them more financially responsible. It is unlikely such crisis hit us again any time soon.
So now, we have many of these smaller firms making good progress with results, either way, in the Near future.
Patrick's value is in unique Ability to point to the Best micro ideas. I am pleased if I can find one or two ideas per year. My micro Port. Is 400% up Thanks to him, but it isnt for traders, and one needs to study the fundementals, rather then the flactuations in price.
BTX, I believe, will become an over 100 billion company, in good time. It will be the Intel of stem cells. West's decisions and financial Management is priceless. Dilution & share count is Almost funny, for these results, & I would prefer him to go slowly and minimize dilution leaving more profits for us shareholders. This is 1,000$ stock or more, with 250X upside, dilution included, to those who can wait. Very little will go Very, Very far.
But Very, Very little people will ride this glorious way, because it is the nature of people to trade rather than study, understand what they hold, and signing on their hands looking at progress.
By the time people will want to buy in, this will be a 5 billion company, and the truely heritage changing fortunes will be gone.
Every time the company hits an impressive Low, I buy a little more. So much progress is happening here. Two weeks ago, I presented this company and it took me 2 Hours to cover.
To do well, really well, You need to be investor, not trader. Study this company to understand what you are looking at. Other wise, You will end up like my grandad who traded BRK, made some $$$ but passed away with the realization he traded thousands of dollars for Tens of millions....
Just saying...
Back to sleep.
Figuring out the valuation - been trying to get an idea what to expect from this investment. As I understand it, & I am just be starting here, so Old hands Please chime in, their main revenue engine, repeate revenue, will come from charge per Item, discounted for Volume. I have seen the figure some where on a company Publication, and if I recall correctly, we need Billions of items on pharma like margins to reach 1B. Valuation, only about 5X from here, talking dilution in account.
I Find No Company Data about number of items they get paid for annually, Does Anyone have any data or resource to find out?
It would seem the main funds come from one time Payments for now, and that there are extreemly Low Volume of repeate items going through the System.
The company has extreemly large shares outstanding, pointing to really terrible financing Abilities & capabilities.
I see really poor signs of management communications - Very poor visibility and presentations of the investment potential.
I cant get any feel regarding the CEOs ambishions here. From what I do get, and talking into account the way he dilutes and his age, he is trying to grow some until someone buy him out, rather than build some thing great.
Has Anyone knows or heard any concrete strategy, plan or business targets the company set for itself? It seems they dont have one or dont communicate it, perhaps to escape accountability?
I am intrigued by the technology and its potential, but there are many question marks.
If Anyone has more data to shed Light on Advanced Dna sciences opportunity, Please speak up!
Hank, not as long as you are, but Yes, have been quietly accumulating over over 3 years, and now am sitting on an embarrasingly large pile of stock. Mighty certain of the future.
Best of luck!
Anyone has any idea what percent is Inovio's royalty @ the Roch deal?
Any serious investor should Listen to all of the videos on Biotime group of companies which are present on the Internet sites. Several released which give a Great understanding and feel as to where Management is heading.
BTX is a development stage company.
Check insiders holdings and good record of minimizing dilution. Check Near term income bearing products. Check IP highground in the field of Stem Cells.
I believe BTX will be the Intel of stem cells. & I believe stem cells will revolutionize medicine.
We will see health tourism to countries who will use stem cells medicine to regenerative hearts, joints, liver, etc. Massive megatrend.
The thesis is slowly accumulating stock now, and participating in the next huge wave of medicine. Just before the Near term income kicks in. Maybe 2015, 2016.
Per my calculations, think 500 billion $ Cap. Easily.
It is not for trader, though. And be ready to buy and hold for the next 5 years before any thing significant happen.
With thousands of stem cell clinical tests and related research rolling, when the investing public wakes up to the potential which will be realized when Phase 3s start to wrap up and Big pharma realize they must get into the field, the serious, life changing upside will be removed.
I have been holdings and accumulating over the Last 5 years. I sleep extreemly well seeing what Dr West and Co. Has achieved so far. I cant wait for the Near term projects mature.
In short, speculative, but little can take you extreemly long way.
Good luck!
Been trying to find this explanation in the companies filing or PRs without Success.
Can you provide company's Ref?
Thanks!
Under 2.8 I will get a chance to load again at a ridiculous price, and this time it will be done properly.
I am sure I will not be the only one...
Your not alone. I think we are morning in the right direction now. Lets see How they plan to market and sell in EU...
Modeling company Revenews and gross margins.
I am new to the company. I acknowledge the technology is smart. However I am struggeling with understanding How the P&L will look like, and /or what Management expects to realistically aims to achieve within the next 5 years - so I can established 5 and 10 year valuation.
As I tend to buy and forget, for couple of years, I Find that to be critical point for me to be investor as if management doesnt provide means for owners to know if they create value, rerely such value materialize.
Anyone has any Model or Links to share for discussion?
Thanks.
Speaking of news on the conf. Call they mentioned to expect the eu trial results release this Nov.
If so, were only days away.
Its out already!
10Q. OOuch! Look out below! This gonna Hurt!
The results from the CE Mark tests are due by the end of this Nov. Pilot release is planned. Financing, an area Management keeps Flunking at hurrendiously, is on the table again.
Let us see this time if it was the Old guy Who kept Mooning shareholders, or is incompitancy is at the board level.
Such a Great technology, such a terrible, incompetent Management...
I do hope we will be blessed with 100 million cap one more time before the phase 1 results are in. I do want to add more, this time enough for the yacht!
SECFilings.com Executive Interview | Galectin Therapeutics (GALT) on Vimeo - http://vimeo.com/m/78541281
10X my 50,000 investment?
If RS is needed, Who cares?
Star Scientific and Rock Creek Pharmaceuticals Announce the Publication of a Peer-Reviewed Article about the ASAP Clinical Trial Showing Immune System Support in Hashimoto's Thyroiditis
In another company, GALT, uplisting, coupled with good progress and start of Phase one, and plenty of presentations to Wall street firms took us from about 1$ to about 10$ currently, with 80X more to Go from here.
Up lifting allows for new buyers with deep tockets to arrive, and that may change much, although we started from a lower capitalization at GALT.
By Februrary.
I know for a fact it is accepted. Its coming this february or late jan. You can 5ake this to the bank.
Its a done deal. I tell you the findinds are the same, after peer review.
Only question is what will happen to sales and Will the company kill the pps shprt term with a messy financing deal.
After these growing pains it is very low probability sales will continue at this rate.
Im afraid Im prohibited from saying.
The one that will publish is monthly and Even several times a month
Peer Review To Sales Ramping Up.
So, we KNOW Peer Review Study on thyroiditis is coming. By my calculations, in Februrary. And i am going on reord here.
Lets assume it will say, AB showed clear evidence of reduction of the self immune reaction for people talking it, by standard Bloom tests, We practicaly know that, too.
How long before we would see ramping up Sales? A quarter? A year?
I do believe there is No medication to hashimito. Only more hormones the self immune reaction will not target. I do believe the enormity of the findings will be serious Medical news and the Peer Review process will end any "yea, they paid for the study" argument once and for all.
And that would be a first clinical in man, Peer Reviewed. No more Snake Oil arguments. With scientific potential validation on one inflamatory disease.
Would doctors start to perscribe A?
Would the company be able to advertise A may improve hashimito? Even though it is not a drug? From a regulatory perspective?
If No short squeeze, How long would YOU think it would take for the company to translate the fantastic Breakthrough to actual sales, driving the Shorts away?
What do You think?
Crasho,
He is not predicting, its a sort of prair.
If the some up listens, Ill be adding
The latest quarterly report from august said they Submitted for peer Review.
I did see a date, to my understanding, it could have been a Day before.