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Hi Saud,
As Ariad veterans, we know what patience means!
Also, that there is a huge potential for a very substantial
payoff. If Pluristem succeeds in just one indication (and
that looks highly probable), we will have a very handsome
reward.
Best, zzaatt/amp
My opinion is that management (and the rest of the company) have
achieved a lot (not easy to become a scientific power house in the
leading medical technology of the times).
All they can do is to move toward the clinic (and approval) in
the various indications they have targeted.
If that happens, the PPS will reflect it, irrespective of whatever
management talent exists (or does not) at PSTI.
blue, I gather you're in the manic state now!
I'm waiting for you to return to the depressed state
(and repeat the cycle).
Me, I'm just invested and optimistic about the chances
of PSTI delivering value, potentially great value.
Hotrodder, the only thing you're missing is the
source of the "information". Caveat Emptor!!
(although I think he was just "joking", it's hard to
tell the difference)
Please note that there was a detailed response to the
article in seekingalpha (which was a hatchet job).
The response was also in SA.
I'm invested in both and hoping that ADSX will go
up first (then I will invest the profits in AUPH, or
the other way around).
Yaki or Yaky,
"A brilliant biotech leader by any other name, is
still a visionary"
Plagiarizing Shakespeare, and he can't sue me, he's dead!
Yelling at Yaki will no doubt have a very
positive effect on the stock price!
Keep up the good work.
Thanks Jess,
I did indeed stick it out to the bitter (actually sweet end).
Made a very tidy sum, and some of it is invested here,
and I do feel we have an excellent chance for a repeat.
I agree with most here that AUPH is in fact substantially
"derisked", with the caveat that nothing in life is certain.
Best to you,
zzaatt (aka Amp)
PS I did disappear (rather was "disappeared") from the Ariad board
a number of times. I do express my views without too much restraint
(but politely!!!), and that makes me a target for the censorious types.
(sometimes I get "disappeared", sometimes I just get "blocked" LOL)
I'm hoping that Glickman is part Berger,
part Denner (about 4:1 in favor of Denner!!).
With that perspective, I would also anticipate an
early BO, calibrated for a good balance of value
and risk. Given what seems like a fairly small risk
at this point, I expect pretty good value (I'll go with
your 3-5 billion, hoping for the upper side)
Regards,
Amp.
Hi saud, hope you made out well at Ariad!!
(I suspect you did)
Just wondering, are you sure that they're actually using
R18 on workers? That would be pretty outstanding news,
and even if they're not, it's clearly good that Pluristem
has a working relationship with a group that has a
very strong need for the product. Here's what I found
with a cursory search:
Thanks for the response (no apologies required). You're a very
articulate advocate for some caution and controlling any
tendencies to irrational exuberance.
Not an altogether bad thing.
My feeling is that there should be enough efficacy information
(even if it's anecdotal) in the next six months,
to give us some reassurance about
the future of the company's platform.
How that influences the PPS is anyone's guess, although
my guess is that given the potential power of the technology,
a strong affirmation should result in significant increase
in valuation. Especially since it would make ADXS one of
the stars in the currently most exciting developments
in medicine.
Why isn't everybody dancing in the streets??
James, thanks for verifying to connection to ADXS!
This seems pretty fabulous to me, 8 out of 8 success stories.
I thought the mild reaction was due to skepticism about
whether Dr.Miles was using Advaxis' technology.
Is this not a very strong corroboration of the efficacy of
the platform? After all, saving patients is where the rubber
meets the road. I do understand that this may not be the
sort of data that results in FDA approval, but it seems
to me (new as I am to this company) that this is very
good news for investors here (not to mention the patients)
From my experience watching Ariad develop Ponatinib,
I knew that if I was diagnosed with CML it would be my first choice
of treatment five years before FDA approval.
That knowledge sustained my interest in staying
invested over some pretty hard times.
I get a sense that Dr. Miles' results should give us the
same sort of optimism.
Unfortunately, title of the article is a bit misleading.
No problem, ... I agree, post-offering seems to put a damper
on things, but we're at such a low valuation that given the
potential, a buck fifty seems like a bargain.
A contract with the US Gov for an initial stockpile of the
PLX-R18 cell line would really liven things up around here!
Seems fairly probable that it will happen (wish I knew when!),
could be very soon, ...one can only hope.
Best regards.
Hi Vid, yes, it's a very positive and optimistic analysis!
Just as important, it does not have even a whiff of pumping
or exaggeration. As far as the revenue expectations, it's good
to know that there are analysts who think that AUPH management
is conservative in their estimates.
As you've said this investment is pretty solid at this point,
and if the data coming Monday continues with the good
news, I think success is pretty much guaranteed (emphasis
on "pretty much" NOT total, as an Ariad alumnus I always
have that proviso in place).
On a personal note, while I made a significant investment
here, I'm keeping most of my Ariad money in cash, under
my mattress , to be passed on to my family,
minus some expenses for incidental luxuries.
Best Regards,
Amp.
Foxxy, thanks for the welcome. Yes I am new (one of Vid's "camp followers").
Very pleased to be invested here, and looking forward to developments.
AUPH seems to be one the lowest risk investments I ever made (but
NOT WITHOUT risk!!). Needless to say I take full responsibility for
my investment activities, so if anything unexpected happens, I will
not blame Vid (no need for the "witness protection" plan!! LOL!)