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Financially, in my opinion, the explanation doesn't make sense. When you take into account conversion of warrants, you have to take into account money flows, which would in turn take into account no further dilution via stock offerings. This is not happening. Basing the model onto the warrant conversion add-on, simply doesn't make sense. The stock price didn't go up simply put because IMO that data was blended, 2017 old, and published in a journal which was not the one (or the range of the ones) expected. Moreover, at ASCO I do believe many people had the impression that the co. wanted to keep the lights on the trial without unblinding it soon, which mostly anyone is now expecting. Based on neutral expecations, without any partnership (which IMO would mean more dilution), any month longer the trial goes on, the lower prices are. This is all IMO, obviously.
I believe that someone in this message board said they just started in April? Not sure but I do believe it's something that has been posted in this MB.
I believe stock will go up north from here.
I agree with most of what you stated. In conclusion, it seems to me that there's no need to further extend the trial and that after the current refresh, topline data will be out, IMO.
So yesterday CLBS up 67% on RMAT designation and up 64% pre-market, just to give you an idea of what a RMAT designation could do to the stock price. Let's hope some great news is ahead for the co.
IMO in the coming days shorts will be finally whiped out...watch and see.
They would need a PII trial (or of course a PIII approved trial) to do so, under the new JRM legislation.
The only co. that right now could do the manufacturing by investing in the tech if sublicensed IMO would be Hitachi, which fully bought PCT from CLBS in 2016, because they would have the means to do so, IMO.
You will miss it, IMO reversal is coming.
I would not imagine for a bit a reverse merger right now and not untill results are out, so I would not even face the problem.
I believe that realistically, what could happen right now is a partnership, mostly with some CI, on the same or other indications. The more the tech gets validated, the bigger chance that a possible partnership could bring in some upfront payments.
It mostly depends on when debt is due compared to coming milestones.
Anyhow, previous debt has IMO been a pain to be repaid. From the other side, the high dilution hasn't been good either.
IMO it's always better to raise substantial funds when market conditions do allow, or to partner, especially if you are a small biotech.
I do believe this time they will partner, don't know if for GBM or other indications, but I do finally believe a partnership might show up and bring in the IMO so much needed money.
It is a question: do you believe business update will be given within tomorrow? Why does it have to be bad news? I believe good news ahead.
Business update within tomorrow?
Apple and oranges. I am not talking about timelines, I am talking about efficacy. But the fact that you are in disagreement with the authors' conclusion doesn't surprise me, they are scientists in the field, what are your credentials to disagree with them, with all due respect?
You mean that the 69 authors might be wrong to believe that the drug might extend survival? I doubt it, it's much more statistically probable that, with all due respect, you might be wrong.
Thank you for the reply and for taking the time to reply so precisely.
Question: does anyone know how many seats the ASCO theater has? Because I was wondering how many outside people there were considering that many people involved with the trial (investigators, officers, SAB members, patients' relatives and so on) were at the theater and still there seemed to be empty seats. Thank you.
IMO a R/S would crater the stock. I hope nobody will listen to your advice.
Usually a company announces the pursuit of strategic alternatives when it believes it is in the best interest of stockholders and / or believes it will enhance shareholders' valure and / or it is financially clear it does not have the means go to it alone.
Generally speaking: the financial advisor looks for alternatives, noone of which is mandatory for their client (the co.) to accept. If an announcement about pursuing strategic alternatives sends shares up and thus warrant holders decide to exercise, there's no obligation for the co. to accept any of the alternatives. Obviously, if the announcement that a company makes is not truthful (e.g. it was only made in order to push the stock price up, thus manipulating the market) it could be under SEC scrutiny and/or shareholders' lawsuits.
We are obviously speaking generally and nothing of what I did write relates to this stock.
I don't know what you mean by auction. What you should know, if you regularly invest in stock market, is that companies often review strategic alternatives, often by retaining a M&A company as strategic financial advisor to assist them in their strategic reviews, that often also includes a merger and/or sale of assets.
But the co. didn't say anything like that at this time, so I do believe they are not pursuing that.
It would need shareholders' approval. However, I do not believe a BO is in the works right now. I believe it might be some sort of partnership.
IMO price up from here. Business PRs coming (I do suspect it could be a partnership for Asian territories and/or Japan), and also IMO the co. is now in partnering mood. Those are IMO indeed good news.
RK where have you been? We all missed you. Welcome back. Don't lose time with shorts, the science will prevail!
Buckle up, I believe monday stock will be on fire! Up from here!
Head&shoulders good for the hair. No sideways here, next week imo up all the way.
Obviously 52 week highs.
Don't let shorts convince you otherwise, IMO next week this is going to set new highs, watch and learn.
Stock poised to reach new 52 week highs next week. Watch and see!
OMG! Better not to comment.
Besides all, the article goes to the conclusion that collectively the data suggest that the patients in this trial are living longer than expected. Longer than expected is longer than SOC. What are they missing that some people in this message board don't or, probably more accurately, what are some people in this message board missing that they haven't? They do seem optimist on the trial, period.
Didn't some investigators say something like results look promising or there must be some sort of efficacy or similar statements? I mean, you know better than them? Are you a researcher in the field? Just curious.
wonder why those decided not to cross-over. Any clue?
Yeah! Definitely higher than current.
Watch the close!
It would be nice to have a partnership signed up now for those territories who have current smaller interest (Asia and Japan).
LOL! Must be a secret code!
Finally great news (was about time). I believe one of the most promising findings is this: "For patients with methylated MGMT (n?=?131), mOS was 34.7 months from surgery, with a 3-year survival of 46.4%"
No way price will be this low, must go higher with some coverage and/or some conferences on the horizon.