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Less stress too. If you find a company with disruptive technology, technology in a robust sector and have good mgmt....you will not lose. I have never lost on those principals.
I will not lose here. This is prime time to load while CDs are in play. The only reason this is subs is CDs. IMO.
Wais and Thielen would have to be completely incompetent from this point forward to not make 10's of millions a year profit in the upcoming years. Think about it. The SMS industry is set to make 50-70 BILLION in the upcoming years? Txhd has a platform that is truly stable and a leader in speed.
My friend at Microsoft who knows the people at Twilio told me you can label a platform like this around 300 million out the door with zero clients. Lol. He was not kidding but I don't believe him.
Good luck
I believe one benefit over Televancin - maybe two:
- B is effective against active and inactive/dormant bacteria. (Not sure if inactive is the correct term). Most other antibiotics are only effective against active bacteria.
- B is a FIRST IN CLASS antibiotic. Televancin is a semi-synthetic derivative of vancomycin. Which means - no resistance for B but growing resistance for Televancin.
Winner by a full 1/8 of a furlong. BRILACIDIN.
So I've been playing things thru my head for a couple months here on the following:
- Aspire - why would Aspire sell 49% of its well known and EXTREMELY reputable company to TXHD?
- Aspire took what for giving up that 49%? Options/Stock in preferred shares? So again, they must have seen something? Could they leverage the text platform to major govt owned businesses? Healthcare? Etc....?
- Why did Wais and Aspire authorize the 2 billion? It's not for cash in Wais pocket. And then convert to preferred? I would assume to help the Market Cap or not freak out investors doing DD to see 2.6 billion OS? Was the entire play to ensure TXHD was always in Wais's hands and to keep ownership during these next few acquisitions?
Idk. Just thinking out loud.
Bottom line the tech is real and looking profitable. For most penny traders with no clue on tech value or how companies poach Developers in Cali...I suggest...GO WATCH SILICON VALLEY on HBO. Most here should understand that and get a good laugh.
More DD to come
Thank you for sharing!
This is the man. He understands the market and understands the crooked dilution imo. I would bet he is a major reason TXHD signed Ellsworth Young.
Thanks for sharing. Remember he is Aspire CEO and was signed on as COO for TXHD. He actually moved out west to ensure the right things are happening. Imo.
Good luck.
I'd take 100 million sms a month for starters. This will only grow imo.
Nice Revs you have to admit. Remember this is a sub penny play that just recorded $288 K in a quarter. Compared to $88 K last years quarter.
Ummmm. Up $200,000 - and Txhd just moved to the new platform. Primoh just starting etc.... I'd say...if Aspire can crush it - this may be debt free in a years time.
I'll buy more here
Exactly. I didn't really understand the math comparison between the IGA and PASI scale. People have posted great links that I never read. Let me ask you SS...were there any IGA 4s in the phase 2a? No right? I need to do some more reading tonight after work. Because I thought the IGA was a 5 point scale. But if 0 counts than it should be 0-4
Anywho. I'm rambling. Back to work
Exactly. That was my point. I honestly did not know that in our phase 2a for psoriasis we saw a lot of PASI 90 comparing the IGA scale from a 2 or 3 to a 0 or 1 improvement.
I did not know P was dose dependent either. I'm actually ashamed I didn't know that. So this powered phase 2b could really deliver some crazy results. Exciting times
Happy Monday! Great board presence and science talk. This weekend. I learned more about the Prurisol trial so thank you.
The Dr Lang talk was somewhat ridiculous but if we are being on that end I'll take a crack: A deal is done as I have said. The suitor is waiting on finalized data to know just how much to write the check for. They were going to announce this last month on a conference call but decided to wait for a couple more data sets moving it to June. Dr Lang was no longer needed because suitor A has their own regulatory team and she saw the writing on the wall so therefore took a better position elsewhere....where she will be needed.
The new June CC will be the announcement if the data sets are in.
Thank you for assisting CTIX. And good luck.
Ridiculous sounding?
I know more about this company than any other that I hold. I personally have no idea from speaking with close people what Dr Lang did. I mean I understand her position...but during many conversations Dr L was never brought up. Interesting huh. No disrespect to her, obviously. The difference between her and Dr J is miles from my view. This is because he was the MASTER Of the newly acquired science not to mention CMO. Most of all Absssi and speaking at most conferences about the phase 2b trial. I can see why he moved on because he did his part.
I love your conservative numbers ;)
Add a squeeze.....and who knows.
Climb. Big bids
Gov. I'm sorry to bring this opinion...but ALL cancer trials are long. There is no quick when it comes to cancer. The criteria is difficult and for this trial, the data exploration is very technical. They are using highly sophisticated mapping tools.
This trial is 100% for BP. If CTIX can gather more detail on moa ... we as shareholders may get a surprise.
I'm hoping by July we hear theY moved to cohort 2 SUCCESSFULLY.
I think that may be over the top on pricing. I'm newer here so no offense, I could be mistaken. But if the majority of the new contracts are the salons, aren't there deals in place for like unlimited short code text for like 80 a month.
I do love the sector. I can think of 1000's of uses for a max text platform. Especially once they SET THE TABLE (completing the most robust platform in the industry). I think once the table is set, the "platform" becomes extremely valuable. 1.2 BILLION text capabilities is good. It's actually better than Twilio from online literature.
If Aspire can bring the text platform to their govt market...sky's the limit.
Also. I can see PrimohHR take off and fast. I bet within the first year several major businesses will rely upon this platform.
This is a long term play for me. I'm waiting and watching to see how these CDs play out, before I put more money in. If the business takes off at this inflection point and explodes here as many of you are saying......all future financing will not be a concern. There could be major collaborations or licensing deals in the near future.
On a side note: good to see Wais restructure. A little thing like showing a lower OS on filings will attract more investors. IMO
Good luck Txhd.
Chances of that? 80/20?
The oral formulation of K and P and the single dose of B are game changers. Those characteristics heavily increase our value. The safety profile to date on all 3 are extremely valuable. Not to mention the manufacturing eases.
Those are real world benefits that increase value.
I believe this may be the best bio company I have ever seen in regards to potential. For the size at least. But the pipeline may rival all including some BP. If you blinked and today was the trial end date of ALL possible variations for each P, B and K and all passed FDA hurdles to market. What do you think Revs would top per year. I'm talking about; B Absssi, B-Up, UC, Crohns, diabetic Ulcers, topical application for implants, eye ear, acne, h Sup, b-OM, Prurisol - all types of psoriasis, R arthritis - other Autoimmune etc.... Kevetrin - All cancers that are associated with P53
Don't worry about the other 15 compounds CTIX owns. Let's just think of the big 3!!!
30 billion?
Great news! Returning 1.75 billion.
All preferred and restricted.
How could he dump any shares without filing in the first place? Whoever said he may have dumped the 250 million is wrong as well. He is an insider and officer...that means a form 4 would have to be submitted.
Bridge Tox studies were initiated in Jan 2017.
MOJO is BACK!!!! Great reads today. Thanks to all for taking the time. Data does not lie!
Much love! Thank you. Excellent post
Slow clap! Excellent post.
That is not how Bio works. It's not based off share price. It's based off current drug potential and that drugs current market valuation and what the buyer expects the penetration rate.
So if P is safer than Otezla (fact). It can surpass the PASI 75 at 33% and P also comes with a 505 b 2 .... which extends exclusive rights to up to 7 years. That is what makes the buyout price. Not an artificial market price.
Lets COMPARE this 3rd Quarter and 2016 3rd Quarter - SHALL WE:
MAY 2016
OS - 122.5 Million Shares
CASH ON HAND - 5.3 Million
CASH Available via ASPIRE - 25 Million
SHELF REG - 45 Million
OVERVIEW OF PIPELINE:
K - Still in Phase 1 at DF and BIDMC
P - Enrollment complete in phase 2a waiting on data at the time the Q came out
B - Submitted SPA for Absssi phase 3 - Received comments back from FDA - CTIX discussing next steps
B-OM - Phase 2 underway and they replaced the CRO during this period due to lack of progress
MAY 2017
OS - 131.3 Million Shares
CASH ON HAND - 5.6 Million
CASH Available via ASPIRE - 16 Million
Shelf Reg - 45 Million
OVERVIEW OF PIPELINE:
K - Completed Phase 1 and provided data; Initiated a phase 2 trial for OC
k- ORAL Formulation underway --- Bridging tox studies started in Jan 2017
P - Data for phase 2a was successful; Initiated a phase 2b trial with dosing much higher
B Absssi - Decided to hold tight on B phase 3 for Absssi while share price was so low to limit dilution for a 30 million trial
B-OM - Released interim data that was phenomenal but the data was only for about 20 patients. Recruitment still underway
B-UP - Initiated a phase 2 PoC trial - this is in the final cohort and data looks superb to date!
____________________________________________________
So - yes the OS went up about 9 Million since last year same time. But CTIX was able to start 3 NEW mid stage trials and begin bridge tox studies for K Oral with that money. I'd say GREAT JOB CTIX!!!!
Great point. I have been teetering on that thought as well.
Full REVERSAL on its way. Let's cure some cancer today!
Agree. But sometimes I wonder about B and how they do have a phase 3 ready for absssi. With UP and OM data looking so good. A partner could pop there first. Time will prove which one is first.
I support CTIX and am a shareholder.
We are short many longs and true investors here. Most are on the other board to stray from this pool of deception. We both know where this will eventually end up if trials continue as is. No one can hold down great drugs with a great safety, efficacy and manufacturing report.
Especially drugs for huge markets.
I know this company better than most. And I'm saying something is brewed and just about ready to serve. We are simply waiting and passing time.
What is your personal opinion in regards to CTIX first move? I am torn. Prurisol is ahead of B I think. Based on numbers from this phase 2B it could be a buyout since CTIX owns 100% and the 505 could add up to 3-7 more years of market exclusivity. Adding billions to the offer of buyout. (For numbers that crush Otezla)
"...Our strategy for now is to achieve success with other trials and attract partnering opportunities with significant down payments and milestone payments which can fund these trials. "
I guarantee they get this SIGNIFICANT down payments. In the bank.
In my mind. If there was no deal waiting for phase 2 data. Leo would have rallied the market by securing a different finance option to please the market...even though Aspire in my eyes is a very company friendly finance contract.
We are just waiting for data. IMO.
We spent 300K less on clinical trials this year. Just fyi
WHY? Interesting.
Outstanding Shares 131,320,668 a/o Apr 05, 2017
http://www.otcmarkets.com/stock/CTIX/profile
FROM TODAY's 10-Q
The number of shares outstanding of each of the issuer’s classes of common equity, as of May 1, 2017 is as follows:
131,380,668
So in 1 month Leo added only 60,000 shares!!!! Huh??? Based on all the DOOM AND GLOOMers here - ASPIRE just unloaded on us? LOL
Or no - it was ARUDA.....lol - - not true either as he released his SC 13 G/A the other day. CTIX is running a TIGHT ship.
CASH ON HAND - 5.7 Million - PLENTY!!!!
We still have 16 MILLION from ASPIRE - PLENTY!!!!
P - Between the subjects already enrolled and those presently in screening, we have reached approximately 70% of the anticipated subjects. Subject recruitment was slower than projected due to competitive trials. In response, we have added additional investigator sites. The Company expects interim analysis top-line results in the third quarter of calendar 2017. Cellceutix’s expenditures on Prurisol were approximately $1.1 million and $2.7 million during the three months and nine months ended March 31, 2017
K - Toxicology studies for the oral formulation of Kevetrin began January 2017. Cellceutix’s expenditures on Kevetrin were approximately $0.4 million and $0.7 million during the three months and nine months ended March 31, 2017, respectively.
B - Completion of the trials and reporting of results from the Phase 2 P-o-C clinical trial of Brilacidin-UP/UPS and Phase 2 of Brilacidin -OM are anticipated over the coming months.
B-ABSSSI - Our strategy for now is to achieve success with other trials and attract partnering opportunities with significant down payments and milestone payments which can fund these trials.
Cellceutix’s expenditures on Brilacidin were approximately $0.5 million and $1.3 million during the three months and nine months ended March 31, 2017, respectively.
We spent 300K less on clinical trials this year.
NICE JOB CTIX!!!!
Our strategy for now is to achieve success with other trials and attract partnering opportunities with significant down payments and milestone payments which can fund these trials.
Good vinny. Great observation. Results for the 2b phase are due up in the summer. Prurisol already proved to be on par w Otezla at the 200mg dose. Actually out performed by about 16% 46 to 30.
Let's see what a higher dose does now and for an easier audience to get better results in the moderate to severe range.
It should be fascinating.
GREAT WRITE-UPS on PRURISOL:
Can Cellceutix Emerge From The Shadows Into The Limelight?
https://seekingalpha.com/article/3966366-can-cellceutix-emerge-shadows-limelight
Cellceutix Corp(OTCMKTS:CTIX) Trending Dermatology: The Value of Oral Drugs on the Rise
https://www.journaltranscript.com/2016/12/cellceutix-corpotcmktsctix-trending-dermatology-the-value-of-oral-drugs-on-the-rise/
And his hint has been given in several PRs: 2017 will lay the groundwork for partnerships. 5 possible Reg studies in 2018.
Leo is much smarter than that. This will be an epic. "Wholly 5HIT" moment in CTIX history.
Going from a 91 million market cap to a multiple billion over night.
Heavy selling? The past days have had more buys then sells? This is 100% manipulation in low volume. Cdel is a hedge fund acting as a MM. look at the trades to the third decimal.
No one at CTIX is worried. Not one I promise you. They are actually extremely excited with trial progression. At any point Leo could have taken a deal. But from day one he expressed MAXIMIZING value. That is what CTIX is doing but people won't see that until it's done. So one day...I guarantee we wake up to a phenomenal deal that takes this north of 12-16 a share for a starter. Then we get a squeeze off that news and move to Nasdaq and have heavy institutional buying which will furthermore increase share price and then slowly more and more partnerships for the other two drugs.
The question is....which drug is partnered or dealt first. Only mgmt know.
Because they have plenty of shares. And a deal is done. Just taking a nap on the ole hammock waiting for a 4 phase 2 trials