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Good first post! Totally agree with you.
There seems to be a fear that something will come along (or the natural course of the Covid pandemic) that will obsolete PLX-PAD before it gets off the ground. That is nonsense.
1. Pneumonia is not going away, not for a long time. Irrespective of the cause, PLX cells could play a major role in mitigating the deadly effects for many years.
2. While the notion of UV light becoming one more tool in the armamentarium in the battle against Covid is very interesting, it is extremely unlikely to be decisive. The virus has available to it binding sites in multiple organs (including gut, liver, brain, etc.), which is what makes it so destructive. I don't think UV light in the trachea will be sufficient to put an end to its infestation of the rest of the body where it can mount another attack. Also, to develop and introduce a new mechanical device, to be used internally in the body, is going to take time (and I hope they'll succeed).
I think there are really two decisive issues we need to think about, especially as there are people worrying about the other stem cell companies.
1. Efficacy, not only in absolute terms, but in the specificity of the action of PLX vs the others:
It is fair to assume, that the three different types of stem cells, based on the different technologies used in their production, will result in some differences in their therapeutic profile. The differences may favor one or the other, or may make one more suitable for a particular kind of pneumonia (here the different etiologies may be a significant factor, Covid vs Influenza). At this point I don't think this is known, even by the companies. Clinical results will provide the answer.
2. Scaling of production:
here Pluristem seems to enjoy a definite advantage. If therapeutic benefit is similar to the other two, this will be decisive in clinical/commercial results.
I hope that PLX cells have greater efficacy than the other two (or more entries into the fray eventually), or at least good enough, such that the manufacturing capability of Pluristem will determine the outcome.
OOPS, server hiccup! EOM
Written By A Man Who Doesn't Have A Clue About Pluristem !
Pluristem Therapeutics is limited by placenta harvesting and may not be able to use its stem cell products as widely.
Stem cell drug candidates from across the field have a long history of delivering disappointing results in large studies, which explains the lack of commercialized products from the trio.
The boo boys Eich and co still haven't shown up?
I am no prophet, but my prediction bears no
less value than yours.
Time will tell who had it right.
Let's set an appointment for next year to realize who had
it right!
Anyway Covid-19 is a red hot issue nowadays,
while fully justified, it will never be an
important subject in a couple of months or so.
.....is it a dump truck? Beep beep beep beep
I think we have two distinct paths here:
1. the one whose dates you speculate about. I hope it will be much faster than that, given the emergency we have and the dismaying death toll.
2. The compassionate use of PLX-PAD in the US, Israel and Germany. I think this is more important, because any strong positive result will be impossible to keep from hitting the news, and once it's out, patients, relatives and doctors will insist on expedited action.
In any case, the latter will result in big upward moves even before any official recognition.
Don't ya have to ask yourself the following question?
USA is now on 110,432 out of hospital, which is a staggering 29,495 more than yesterday's 80,937 out of hospital
Eich was on target longer than anyone.
..$50 ($5,00) and I’ll start to belieb.
Hi Kronberg,
Thanks for the response.
My only difference with you is on Pluristem's management. I think they have to keep pace with technological developments. They cannot go too far ahead of what they can produce in the lab and the clinic.
It may well be that other small biotechs, such as MESA/ATHX have higher valuation, perhaps because of management puffery (or something), but at some point they have to deliver the goods.
I personally cannot point at any specific thing that management did or did not do that could account for our undeservedly low valuation relative to the above two.
I have long ago accepted that a great deal of the gyrations of the pps is based on dynamics that are unknowable, especially for us small fry.
Ultimately, it is the science and technology that will determine the outcome. If we have the efficacy in Covid, we have a powerful accelerator (not to mention a massive indication in Covid/pneumonia), if not, we'll just have to wait for CLI. My expectation is that Pluristem will be a big player in Covid. We shall see soon enough!
Regards,
zzaatt.
My optimism about the successful development with COVID is not very high
Thanks! I did not notice that. Good news indeed!
The slides certainly reiterated the medical/scientific logic of why we would expect PLX cells to work, and now we have some fairly strong clinical evidence, esp. given the serious condition of the patients.
This is extremely positive for PSTI.
Why Pluristem is NOT throwing out bits and pieces of news on compassionate use results!
SEC clamping down on companies’ COVID-19 claims
THE SILENCE IS DEAFENING !!
Thanks for the link!
Very interesting, and more recognition for the potential of MSCs in the current crisis.
The one thing the article missed is the advantage in scaling up of production capacity that Pluristem enjoys. Aside from the primacy of efficacy, making enough for the huge number of patients is the most important issue.
Hey "Eich"! Would you like to revise your daily report ???
"DEAD MONEY"..... not today! LOL!
Cratering (????) already in pre market........
SEC should be looking into this if you ask me.
Your experience with "WAVX" has no relevance to PSTI!
WAVX went from 1 to 50 on great news.... The problem was ...
from BioInformant:
FDA Authorizes Cure Alliance Rxperts to Test UC-MSCs
THE CURE ALLIANCE, April 9, 2020 -- After a lightening round of proposals and reviews, an international team of scientists led by Dr. Camillo Ricordi was granted immediate FDA authorization for a 24-patient clinical trial to test the safety and exploratory efficacy of umbilical cord-derived mesenchymal stem cells (UC-MSCs) to block the life-threatening lung inflammation that accompanies severe cases of COVID-19.
"There is no time to waste," said Dr. Ricordi, "patients who die from COVID-19 have a median time of just 10 days between first symptoms and death. In severe cases oxygen levels in the bloodstream drop, and the inability to breathe pushes patients towards their end very quickly; any intervention that might prevent that trajectory would be highly desirable."
If Gilead is true we are scr@&$;!
What did I tell you all?
....and the stock drops to $0.85.....what does that tell you?
They need to judge PSTI drugs after the full 2 months
If we can take care of the pneumonia, I'd bet that we'd prevent about 90% of all the deaths from it.
Must be Eich's cousin.
I'm not hoping for failure for any company working on Covid, but I don't think (GILD) represents much of a threat to Pluristem:
“The data from this paper are almost uninterpretable,” Stephen Evans, a professor of pharmacoepidemiology at the London School of Hygiene & Tropical Medicine, told Bloomberg. “There is some evidence suggesting efficacy, but we simply do not know what would have happened to these patients had they not been given the drug.”
The information in the clip is the first hint we have of success with that patient. That's good, Terrick wonderful (??), not so much (BTW, do you know what an "ass hat" is, LOL!).
Electrify, you migh want to read the whole quote to see how stupid this guy is:
But public health expert Manfred Green said he is “very very cautious” about such innovations. Green, founding director of the Israel Center for Disease Control and director of the University of Haifa’s international masters program in public health, said: “I don’t have any feeling this is going to work. This is a viral disease, not something from outer space, and for viral diseases we’ve always struggled to find treatment.”
That article is about as misleading as they get. Dumb sarcasm and lack of any understanding (could have been written by any of 999/Auto1/Eich). Thanks Terrik, good work!
Bwahahahahaha.....
Thanks for your contributions to the board! Happy hibernation.
What we're doing isn't targeted at coronavirus, it's targeted at pneumonia
I added to my position at 9.95 this morning. The stock price immediately declined thereafter.
One of the things we learned over the last few weeks is that models are highly provisional in their predictive power! The issue is the lack of reliable variables. We have seen predictions with respect to Covid hospitalizations, deaths, spread, etc. being off by orders of magnitude (climate warmists alert!!).
Policy makers, AND Pluristem investors need to be very careful in making policy (and investment) decisions based on model based predictions.
I think most "modelers" are aware of the shortcomings of their tools. Sometimes lack of solid input warps the conclusions. This is not an attack on the concept of models (basically abstractions of real world phenomenon). They're valuable in organizing information into coherent structures, and sometimes they're accurate.
In the case of your predictions for the availability of Covid patients needing serious medical intervetion (ie. PLX-PAD), you make numerous highly dubious assumptions (as stated by you, minus the "dubious").
Sometimes simple common sense is the best countervailing argument. For example, if a climate model says that N.Y.C. will be under water by 2018, and the calendar says it's now 2020, and there's not a drop of water in sight, you modify your model.
My (common) sense tells me that there will be no shortage of eligible patients (Covid and others) who will need amelioration of deadly symptoms associated with pneumonia. The knowledge base for the dynamics of Covid (infectiousness, development of long term antibody protection, population behavior as mitigation, etc.) is still very sparse,
Just as importantly, moving this novel therapy into the mainstream of medical practice will have a broad effect on accepting the idea of MSCs in a multitude of indications. Good for patients, good for Pluristem investors.
BTW, I'm not saying that you necessarily disagree with the above, I'm just making the point that lack of patients will not be a problem.
Grabbing a coke and some popcorn ! Let the skiing begin.