Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Wendy on YMB provides similar information.
So, if Piper Jaffray is forecasting 2017 MACI saies to be $40.9M per the 11.50 mark of the webcast, and
the 10Q states
"For the nine months ended September 30, 2017 , net revenues were $27.8 million for Carticel and MACI.
So by math of the forecasted projections, 4Q MACI might come in at
$13.1M
And at 20.25 mark on the webcast, Nicks states Epicel is on track for a $20M run
the 10Q states
"For the nine months ended September 30, 2017 , net revenues were $12.8 million for Epicel.
So by math of the forecasted projections, 4Q Epicel might come in at $7.2M
Giving VCEL 4Q TOTAL revenues of $20.3M projected
http://secfilings.nasdaq.com/filingFrameset.asp?FilingID=12363629&RcvdDate=11/7/2017&CoName=VERICEL%20CORP&FormType=10-Q&View=html
VCEL
The last OW $7 PT model was based on this, wasn't it?
12-Month Price Target Support: 3x Future 12-month Product Sales + exercise of warrants less SVB/MidCap debt
Yeah, but at the conference calls, VCEL stated they VCEL have no competition, a 3 year window ahead of any future competition.
The competition has to complete trials.
The competition has to submit BLA, wait for FDA approval, that alone takes a full year
The competition has to build a sales force
The competition has to acquire a doctor base
The competition has to build a biopsy portfolio if you will
The competition has to get the insurance companies on board
I am sure there is more to the argument as to why VCEL has no
competition for 3 years
Here some articles published regarding MACI and Ankles
https://www.google.com/search?source=hp&ei=nrIiWqaFDazMjwSB0ZCQDw&q=maci+ankles&oq=maci+ankles&gs_l=psy-ab.3...981.3813.0.4955.11.11.0.0.0.0.112.954.10j1.11.0....0...1c.1.64.psy-ab..0.10.872...0j0i131k1j0i10k1j0i22i30k1.0.8E3Hv-PI2ug
VCEL
This doesn't make sense, can you clarify
On that bill, it ends in "and for other purposes" Maybe I can look somewhere and see just what they mean by that.
Can you elaborate on your thoughts as to why MACI ?
If the President Trump signs hr 4374 into law, maybe VCEL under RMAT, can submit BLA for Ixmyelocel-T for AA under that law provision
https://www.congress.gov/bill/115th-congress/house-bill/4374/all-actions?overview=closed#tabs
Wonder if Nick is aware of this? C'mon Nick, this could be an Ixmyelocel-T press release, If Trump signs it into law
https://www.google.com/search?source=hp&ei=s14hWuasF4S7jwT72JzgDw&q=hr+4374&oq=hr+4374&gs_l=psy-ab.3..0i22i30k1.1469.3994.0.4611.7.7.0.0.0.0.117.653.6j1.7.0....0...1c.1.64.psy-ab..0.7.650...0j0i131k1j0i10k1j0i3k1.0.9q3s7nwfkFM
VCEL
lasers, I was expecting Mon or Tues, but I welcome the announcement tomorrow, although I hate Friday dissemination of News.
Will other analysts adjust models based on the PJ new model ?
PJ has a model set up in their computers, so all they have to do is tweek a few numbers and comment
Thanks lasers, and BTW Nick sounded Great at the webcast.
Top Notch.
I JUST WISH HE HAD ANOTHER 30 MINUTES TO PRESENT HIS PRESENTATION.
LOL
Coastal, if you want to have some fun, how about updating the ibox here, if you have time, you can rebuild the ibox.
I built the entire ibox a year ago and lot of the links may be out of date. BTW, it was about 8 hours of work to figure it out and gather info to display.
Lasers and I have been in VCEL for maybe 5 yrs posting back and forth.
I have been long VCEL from back in early 2012 and have been
accumulating a position. I plan on holding hopefully 90% of my position for the next 3 to 5 years longer as VCEL grows.
I like stock twits better than ihub, both have plusses and minuses.
I like the posting of screen shots that st offers, that is cool.
Regarding the webcast, finally PJ woke up. I don't know when PJ will publish the upgrade, but I hope it comes in at $12-to $15 or better.
Yes, at 25.20 on the webcast, he says he expects to receive $5.5M from a partnership he did with ICT in China
Wonder if the PJ model is going to factor in ICT or not, thoughts?
Do you see a mutual need to bring their pipeline into VCEL some day down the road, or will that never happen ?
Yes, so in Feb 2018, if the results come in that Ixcell saved lives, If I was VCEL I would get it all over the National Media, and then submit a BLA to FDA for AA under RMAT
In October of 2016 VCEL began the DCM treatment on the placebo patients from the original PH2B trial, and results are due Feb 2018
The 10-KSB is more descriptive on Ixmyelocel-T, page 8 and 9, which shows the market for Ixcell
http://secfilings.nasdaq.com/filingFrameset.asp?FilingID=11926477&RcvdDate=3/13/2017&CoName=VERICEL%20CORP&FormType=10-K&View=html
We completed enrolling and treating patients in our completed Phase 2b ixCELL-DCM study in February, 2015. Patients were followed for 12 months for the primary efficacy endpoint of MACE. On March 10, 2016, we announced the trial had met its primary endpoint of reduction in clinical cardiac events and that the incidence of adverse events, including serious adverse events, in patients treated with ixmyelocel-T was comparable to patients in the placebo group. Patients are now being followed for an additional 12 months for safety. Because the trial met the primary endpoint, patients who received placebo or were randomized to ixmyelocel-T in the double-blind portion of the trial but did not receive ixmyelocel-T have been offered the option to receive ixmyelocel-T. We successfully treated the last patients in February 2017 and the last follow-up visit will occur approximately one year later.
Not sure what you are asking for, the SEC 10-Q
http://secfilings.nasdaq.com/filingFrameset.asp?FilingID=12363629&RcvdDate=11/7/2017&CoName=VERICEL%20CORP&FormType=10-Q&View=html
page 16
We successfully treated the last patients in February, 2017, and the last follow-up visit will occur approximately one year later. In addition, we have conducted clinical studies for the treatment of critical limb ischemia, and an ixmyelocel-T investigator-initiated clinical study was conducted for the treatment of craniofacial reconstruction.
VCEL
lasers, wonder if the DCM crossover study on the placebo patients would have had any effect on FDA or if VCEL will re present data under RMAT to include DCM crossover study results, if they come in favorable for Ixmyelocel-T
DEpends on our PE, and to my delight, Nick says ICT is on
I hope so, I am trying to understand what PJ analyst said at the 26 minute mark going forward.
You can still re log back on and re watch it. Very good webcast.
Was there a Q&A after the webcast that was cut off like at Ladenburg?
What do you think lasers, what PE will we get ?
Nice webcast today, I think the upgrade will be between $9 to $12
Growth company. Why is VCEL going to Piper Jaffary ?
Well, maybe Nick will spread the word tomorrow at PJ, it's been quiet lately, but they did update the VCEL presentation in ibox.
http://www.vericelinfo.com/books/uwlr/#p=1
VCEL
I find hope unfortunately That statement fights itself.
That statement blows my mind.
How is it unfortunate to find "hope" ???
Now I am trying to put in context of what message you are trying to deliver ?
LOL, looks like the mm's will park us on the 50dma tomorrow, if no news
I leave my computer for 3 hours and all hell breaks loose
It seemed like today there were no shares traded at 1.31pm for like 25 minutes and boooommmmmmmmmmmmmmmmmmm
Now there is a volume splurge
You too, you put in countless hours of DD posting over there, way cool
I can't wait for 2018 for VCEL, Crossover Ixcell-DCM study results in February or sometime after.
Keep in mind too, the last short count was like 1.2M out there, they got to cover if we get the Ixcell partner news.
VCEL ... MACD crossover in the chart, RSI going over 50
If VCEL was to
put out Partnership News, would they do it ?
1) Pre market News
2) Trading halt News
3) After hours News
VCEL
I have the same gut feeling going on, I fully agree. $10+ short term, double that in 12 months from now, imho
lasers, thoughts?
lasers, agreed, sets us up strategical strong going into 2018
Hoping we get Ixcell partner news prior to PJ webcast.
I don't consider VCEL having any completion to speak of, it takes a long time to build a surgeon base and biopsies and insurance.
VCEL is miles and miles ahead and will always be.
And, thanks
MACI sales force Expansion initiated https://vcel.com/careers/
Older 2012 article on Ixmyelocel-T, but what is interesting is that it ties it into today's date, in bold below
https://beyondthedish.wordpress.com/page/164/?iframe=true&theme_preview=true%2Ftag%2Fpluripotency%2F
Stem Cell Helps for Patients with Head and Mouth Injuries
Craniofacial tissue regeneration, particularly bone regeneration has advanced remarkably in the past decade. In fact, facial bone re-growth with stem cells has proven less invasive and more effective than traditional bone regeneration treatments.
A partnership between researchers at the University of Michigan School of Dentistry, the Michigan Center for Oral Health Research and the Ann Arbor-based Aastrom Biosciences Inc. generated a clinical trial that involved 24 patients whose injuries required jawbone reconstruction.
In this clinical trial, patients received either experimental tissue repair cells or traditional guided bone regeneration therapy. The experimental cells in this trial are under development by Aastrom Biosciences and are called “ixmyelocel-T.” Ixmyelocel-T is a patient-specific stem cell from a patient’s bone marrow. It is a mixture of several different types of bone marrow-based stem cells.
Principle investigator and assistant professor at the U of M School of Dentistry Darnell Kaigler explained his rationale for his clinical trial: In patients with jawbone deficiencies who also have missing teeth, it is very difficult to replace the missing teeth so that they look and function naturally. This technology and approach could potentially by used to restore areas of bone loss so that missing teeth can be replaced with dental implants.”
This treatment is best suited for individuals with large defects. Such defects, that result from trauma, disease, or birth defects are very complex, since they involve several different tissue types (bone, gum, and skin). This makes them very challenging to treat. Since ixmyelocel-T is made from the patient’s own stem cells, it generates something completely living and compatible with the patient’s immune system rather than something man-made.
To date, the results from this trial have been very promising. Six-twelve weeks after treatment, patients in this clinical trial receive dental implants, and those who were treated with tissue repair cells had greater bone density and faster bone repair than those who received the traditional guide bone regeneration therapy. Additionally, the group who had received the tissue replacement therapy required fewer secondary bone grafting upon receiving their implants.
The cells for this therapy were extracted from bone marrow aspirations from the hip. Aastrom uses a proprietary system to process and grow the bone marrow stem cells, but once they were ready, they were placed into various areas of the mouth and jaw.
The next step in this research is to use more clinical trials with larger number of patients. Unfortunately, these stem cell treatments are probably 5-10 years away from FDA approval and regular use.
William Giannobile, who is the director of the Michigan Center for Oral Health Research and also the chair of the U-of-M Department of Periodontics and Oral Medicine, is one of the co-principal investigators on this project.
?Posted on August 12, 2012?Categories Bone marrow stem cells, Bone treatments, Craniofacial Regeneration?Tags aastrom biosciences inc, guided bone regeneration, health, medicine, science?1 Commenton Stem Cell Helps for Patients with Head and Mouth Injuries