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TD is REALLY trying to get me to move my money to another firm! What is their system held together with—bubble gum and baling wire?!
Think that 736,200 at .0185 is a MM trying to cover before this thing erupts? That has us locked up, I think...
Thanks for that info! So it looks like docs can get that machine from this company? But the 10-Q referred to sales of this machine to the docs by CELZ. Thanks for helping to parse and peel back the layers of the onion.
There was also this article from yesterday that I found on the same topic:
https://www.renalandurologynews.com/erectile-dysfunction-ed/erectile-dysfunction-strongly-predicts-cardiovascular-events/article/772613/
Is it important to distinguish between doctors on the medical advisory council and doctors who perform CaverStem? Some may be on both, but I at least am interested in doctors performing the procedure.
CRAZY spread right now (reset this morning and SINCE last night):
.013-.12
More DD:
http://www.auanet.org/education/conferences-and-meetings/educational-calendar/fundamentals-in-urology
http://urologytimes.com/aua-street-team/new-aua-ed-guideline-reflects-paradigm-change
https://www.renalandurologynews.com/erectile-dysfunction-ed/erectile-dysfunction-strongly-predicts-cardiovascular-events/article/772613/
https://mobile.twitter.com/brooklynreport1/status/999097451020804103
https://mobile.twitter.com/hashtag/celz?src=hash&lang=en
https://mobile.twitter.com/hashtag/ErectileDysfunction?src=hashtag_click
We should check in and, based on where folks are concentrated, make a circuit. I’m in FL!
Based on the revenue (gross and net) reported in the most recent 10-Q, using the known $1,600 per kit retail price, I was able to deduce that 6 kits were used during the quarter (possibly all by Dr. Gershman since the entire process was barely commercial at all during the Jan-March period), with gross revenue being $9,600 and net being $7,200–the 6 kits costing $2,400 (or $400 apiece) to produce. If correct, this would indicate a 300% profit margin on the kits.
Where is that figure sourced? I couldn’t find it (and I couldn’t “push” the math on cost of production vs. retail to determine profit margin on the separator, like one can do fairly easily and plausibly with the kits.
Had to hit that again right at the bell—couldn’t help myself
It would be massively bullish to close at HOD (.0196)—can she do it?
At .25, a RS at 1:10 factor would be punitive and unneeded, in my opinion. 1:5 would seem more appropriate—if there is any need for RS AT ALL. I’m thinking that revenues may take care of that “issue” on their own
Hopefully CELZ doesn’t even THINK about a buyout offer until the meter reaches AT LEAST $1/share CASH (then some stock considerations)...
BINGO. No way in the world that these MDs (both those on the advisory council AND the ones signing up to perform CaverStem) would jeopardize their reputations, careers, and livelihoods actively promoting or even being associated with CELZ, if they didn’t know, by virtue of their professional training, that this thing is medically legitimate. Like you, I am happy to defer to their judgment based on deep expertise in this context.
Thanks, BB—can’t wait to see the official list of physicians signed to perform CaverStem!
Dickerson isn’t an MD—at least not according to the information on this page. He appears to have an MBA.
Specific reasons for training strategy?
Looks like one nurse is flying all around training individual docs in their cities—why not flip the script and bring all the docs together and train in groups?
This is nothing more than the result of INCREASE in stock price—which is a good thing.
I’ve sensed that, but why does THIS one change like that? In my experience, patterns ALWAYS mean SOMETHING
What do you expect Coin and within what timeframe?
How about this (when we’re all filthy rich):
CELZ bit¢he$!
I’m convinced that this .0001-1.00 after hours spread that we have seen daily is the MMs attempt to keep anything from getting out in front of them on this stock. NONE of the stocks I follow has shown this pattern, but CELZ has shown it steadily for weeks. Ideas?
You know it! Trying to load up in the meantime...
Who is “they” Did my inferential math on the kits make sense to you ($400 cost, $1,600 retail). Funny thing: I wrote that post last night but had apparently reached my daily limit, so I had to post this morning. Last night I saw the orientation of YOUR post and your $400K prediction, so I deleted that last paragraph of mine:
25 doctors * 5 kits each/month * 3 months * $1,200 profit per kit after cost= $450,000 (net)
I had never seen a definitive figure on the cost of the machines (in fact, one person a few weeks back said “they don’t sell machines” when I was trying to get at that component of the equation): i don’t know what they cost to produce, but if they retail for $20,000 apiece (I think that’s the figure you gave—can you direct us to where that comes from?), then 25 * $20,000–that’s another $500,000 in revenue (gross).
Thanks for all you do! Will “mid-June” be bigger and more comprehensive than anything we’ve seen so far, and if so how?
Thanks for the love, SFL! It’s not often that I’m a rookie, but I’m happy to be one on the OTC with CELZ—and even happier to be on this team!
Depending on credit score one may be eligible for the promotional rate for 6, 12, or 18 months. Most people with good credit also have considerable borrowing power at low interest rates through their credit cards. My basic point is that insurance coverage for the procedure is likely to be a non-issue for many.
Never mind insurance paying, care credit (typically low it no interest) or something very similar will be how large numbers of people will, I predict, finance CELZ’ various services.
From your mouth to God’s ears! Based on what we know and you can safely and reasonably surmise, where do you realistically see SP at EOY?
MMs have this bottled up in a VERY narrow range—thoughts?
For the last several weeks it’s been allowed to range as much as 20-30% in some sessions, but now it seems confined VERY narrowly.
1. Am I reading this situation correctly?
2. What does it mean?
MM signals
2 “911” buys at 09:39:44
Figuring out costs/profit from 10Q:
Possible interpretation of the kit numbers (SEEMS at least worth considering given that the number that we DO know—$1,600/kit—divides evenly into the two numbers they gave in the last 10Q): $9,600 / $1,600=6. Now, because it is likely that only Dr. Gershman was performing these CaverStem procedures (AUA was still almost 2 months away) and very few potential clients would have any idea what the procedure was, 6 for one physician sounds reasonable in context.
Now divide that same 6 into the report cost of goods: $2,400/6=$400/kit.
If correct, this would mean that, at least for this period, the cost to CELZ per kit is $400 and they are selling it to the physicians for $1600.
That was COMPLETE sarcasm on my part: the market will CONTINUE to punish and syphon ANY momentum from this (and any other) stock until it gets more gogo juice.
Shocked, I tell you
I agree completely—and someone with approaching 500K shares invested, I have no interest in any quick exits. All the same, for this stock to be sitting with a meager $10M market cap is beyond absurd. If you believe in what you’re doing and you have serious buy-in from the doctors (both of which seem undeniable), then let the strong and steady ascent begin already!
They’re approaching communication as if they were a Fortune 500 company—whose brand and reputation preceded them and spoke for themselves—as opposed to a company needing (correct word, in my opinion) to generate real investment interest from the public. While I agree with their marketing approach focusing on doctors, they also need (IMO) to cultivate communication strategies focused on investors (meaty PRs are all that’s needed here). Doctors are HELPFUL in communications strategies, but they should not be relied upon solely.