Those are familiar phrases, but that is about the time that he first left Pluristem for Lonza. Process is the product probably stuck in his head.

What is your opinion Melon, on the 3d biorector only being able to grow MSC's. I personally don't know what the difference would be between growing one type of cell or another. Seems like it would be possible to do imo. Also, couldn't any cell be tweaked by changing ph levels etc. Why would it not do the same in a 2d environment. Any help would be greatly appreciated. Well beyond me, but would like to know from someone with some knowledge in this area.

So why did they bring about the idea of Plurisphere? Was that for any cell type? Not sure I believe you when you say it can only grow MSCs. Would love for you to show me anything stating that. I don't ever recall anything like that, so is that just your opinion or is there any factual basis to that claim.

Again, I am not talking about the products, only the manufacturimg side. Pluristem frequently bragged about their huge advantage when it came to cogs. But it would seem that the advantage over the competition with regards to that, has in the very least diminished, if not vanished.

I have no idea if any type of cell could be grown in their bioreactor. I have always assumed so and may be wrong, I don't know. So if a competitor was going to pay someone else a large sum of money to produce their cells, why would you not want a piece of that pie. It's getting done either way, so why not. Not saying tweak their cells or help them out in any way like that. But just grow the cells and charge gobs of cash for doing so. Even a small phase 1 or 2 trial, could have brought in millions of dollars. And you would have expanded your manufacturing capability to handle anything Pluristem would need for their own use.

I don't know maybe it's just me. Seems quite logical and maybe I'm way off base. Hence the call for others to give their two cents. So far, only one usual taker.

Well that's not what I was saying. All I was mentioning is that the competition seems to have found a way to manufacture cells on a commercial scale. Not saying it's better or anything of that sort. Just that they can do this and are doing it for the biotech industry. I would imagine their technology is sufficient to satisfy the biotech companies and the regulatory bodies that oversee such things. That's why I thing any sort of partnership with Lonza is not in the works.

Also, that is why I will never understand why a company with a breakthrough technology like the 3d bioreactor with its many patents, didn't start trying to capitalize on their invention years ago. That's usually what companies do isn't it? Would have been ready for the boom in cell manufacturing for the biotech industry like Lonza is. 27% growth in the first half from there cell manufacturimg division. (Number may be off slightly as that's what I remember seeing when I checked). And this is just the beginning of the biotech boom that is coming.

Hence why I think these twins are over their head and truthfully don't understand how anyone doesn't see that. May work out great in our trials and all still be happy, but a giant opportunity was missed by our management. And we lost 2 years of product development time building out our almost idle facility. If a stockpiling contract does come, at least that will start the bioreactors going.

You should actually read what you post. No apology necessary. That article is about cell manufacturing for the biotech industry. I take it for what I have read. Don't know or try to pretend I do about what you are saying.

No I'm stating what it said what YOU posted. It states that doing it in these bioreactors that they have is 80 times more efficient than it was before.

Please can someone else weigh in on this and show me where I'm wrong.

You posted it. I don't try to pretend to understand the technology. Maybe it is 2d. So maybe they have advanced THAT technology then that makes cell manufacturimg on a large scale viable. They're opening labs up all over the world adding these 1 and 2 thousand litre bioreactors. Guess they are putting them there just for the sake of it. Not for scaling up knowing demand is going to explode. Manufacturing giant is what Lonza's going to become. We've had the 3d bioreactor technology sitting idle except for our few trials for how long?

I guess there could be a new reason for them to partner with Lonza. Knowing they may have missed the boat and to try and get something for it.

Anyone else care to chime in with some other opinions?

You posted this so here is an excerpt from it.

Doses per batch will obviously change with the cells per dose, but these figures give a general sense. A single 10-layer cell factory can produce around 40 doses of cells for humans, at a dose of 250 million cells. Cell factories can have as many as 120 layers and produce anywhere from 500 – 3000 doses. Bioreactors, which currently top-out around 1000L – 2000L, can produce 20,000 doses or more. Increasing scale greatly improves process efficiency and reduces cost. Bioreactors have 80x the efficiency of 2D culture systems and can produce a million cells at half the cost.

Seems to me they are figuring it out, or have already. Pluristem's management has always compared their ability over growing with Petri dishes. Never once have they mentioned bioreactors when comparing their technology. This states that these bioreactors are 80x more efficient than Petri dishes. So I may know little about the technology, but I do read stuff that people post. And my opinion is what I have already stated. What am I missing. Please inform me then where I am wrong.

Lonza has 1000 and 2000 litre single use bioreactor to mass produce their cells. No more petri dishes. Technology does not stay still in this world. Others figure out ways to mass produce these cells as well. That is why they most likely lured him away from Pluristem, because of his knowledge of bioreactors. That is what smart companies do. Do any of these violate any of Pluristem's many patents? I have no idea.

But it's just another misstep by our inept management when it comes to running a company IMO. Don't get it and I never will. Still believe we will make it eventually, even with the twins at the helm.

Hi Crypto. That is an excellent point you bring about with regards to ramping up production and their ability to do that. Wouldn't that be an incredible problem to have.

One thing with that is the only possible thing that could be imminent would be for ARS. Nothing else. Now if they do get a stockpiling order before pivotal trial, I don't think it would amount to that big of an order that would surpass production ability. After approval, yes.

And I seem to recall that building this facility went pretty quick. Was looking back to see if I could see how long but couldn't easily find much. It cost $2 mil, which seems pretty cheap to me. But if they somehow got an order that needed to build a new facility, I'm sure it could be done relatively quickly. Heck I'm sure there would even be someone willing to sell an existing one somewhere in this world for the right price.

Protecting that manufacturing ability in its entirety seems incredibly important imo. But that was an great idea and one I didn't think of. Thanks for sharing.

I appreciate your insight Melon. It is much appreciated. But I will have to respectfully disagree at least in part with your statement saying "A small company like this cannot be expected to meet the complex deadlines of clinical studies in many countries and the decisions relating to them."

Yes this has been an eye opener for me with regards to how drawn out this process can be. But they have been doing this for many years now and you think they would understand this by now. Why continue to put out dates that really have not been attainable ever? Try putting a date farther out, then come through early.

I could attribute it to a lack of management experience in this field. In Pluristem's company info, three of them came from Elbit Systems, including the twins. Very few have any sort of pharma experience, even with the souped up experience section. Why not bring in some sort of pharma executive with real experience in this field. Lure them with a ton of options. Better than the gifting to the twins, amd the promotion to make them twins. And what about this secretive top notch CRO they hired. Wouldn't they be a little more knowledgeable about timeframes. I guess they could have been the ones to mislead them on that one.

And what about stuff that doesn't deal with the clinical process. Japan gave the green light on the fast track almost 2 years ago. Where is the partnership? Postponed twice now and waiting for it to close still.

And what about partnerships in general. Are they going it alone now? They made it sound like partnerships would be coming for years now but crickets are what we get.

If they would actually just talk to shareholders on a regular basis and explain what is going on aside from a 5 or 10 page at most, year end update we get. It is horrible how they communicate with the public.

So for these reasons I am not a fan of management at all, and will continue to be until things change.

Yes I did like that thank you, and it would be well deserving like I said. Yes timeframe has zero impact you're right. But we have been listening to their false promises for over 7 years. Seven long agonizing years. THAT'S the reason so many are upset. No false promises, no problem. But to keep missing every thing you say iby YEARS is unacceptable. Only thing that ever came on time was the dosing ARS trial. And that's only because the twins weren't running that.

One other thing too on that Jack. How much has the company been selling into this recent rally. If they sold large, where would our price be without them selling. Maybe those December options would already be well into the money. Will find out soon enough on the ATM raise. Manage to find creative ways to stick it to the creative investors. Equal pain for all I guess. Unless we get some very good news I think we're going to start drifting back to below $1.50. Hope not but that's how I'm feeling.

They will deserve every inch of that boot if they don't come through. The interview with one of the twins scares me a little. They now say that 2017 was the year for developing the product and progression of their trials. And now 2018 is the year for shareholders. That's clearly not what they originally said.

They still have 11 weeks left. A couple less for your options. Hopefully they will pull it off soon and earn much of the respect back that they have lost the past several years. It has been a long time coming for some of us. I'm right there with you in the length of time I've invested in Pluristem.

Hoping for some great news tomorrow. Something that will at least push us over $2 and stay there until close.

It is remarkable. Would love to know the cost of any of these events. They always take care of themselves first at our expense. Agree 100%...significant news better come soon. But then again, it would be a perfect time to release some news on one of these event days. LMAO!!!

A rebuttal again. Thank you Zzatt.

I again, make statements that I feel are legitimate to ask. You may have missed what I said when you didn't do your normal quote for what I say. Missing deadlines/milestones for option holders is a kiss of death for calls at least. So I do t feel those bonuses they got were not deserving by any means. So I think I have a justified perspective on the management of Pluristem.

Do I think their product could be the real thing, or that their manufacturing ability is better than anyone else that grows cells for the Biotech industry. Yes I do. That's what they say. So I have no choice but to take them for their word. I have long skin in this game, so it is obvious I believe in the PRODUCT. Management, with their blatant misses drive me crazy. How this manufacturimg technology has not been capitalized on will forever be a mystery to me. Eat Lonza for breakfast is what I say!!!

Is this run a start, or a false glimmer of hope to the hopefuls? I think we will get the answer to that question early next week. We started this run on less news than we've had before that did jack to the price.

There are a few things that I think are dependant on one another. I don't think they will get the Japanese partenship finalized, unless their cash situation improves. To risk 10 million on a company that may only have 2 or 3 times that in cash, seems to be the reason for the delay. And we all know that with no Japanese partner, no "fast track" trial starting in Japan. Government contact will be the catalyst for this stuff to get started.

So I may flip the way that I feel daily if not hourly. But what I like to see on this board is intelligent conversations which will persuade my opinion about this stock either good or bad. That way I can judge it me staying invested here is something I should be doing. That's the reason I switched from shares to options. Because I weighed the pros and cons of doing so. Will the decision pay off? That's the bet I made

My old football coach told us once there's no better feeling that sticking your hand out to help out the guy you just flattened to the ground. He was right!!!

Cheers

Isn't that a crazy price!!! That's where I got all my March $2's. Not many times you can have an opportunity for a legitimate 20 to 60+ bagger!!! Not unless you're really playing the pennies. Your $2.50 mark by December would be nice, but I'm hoping closer to double that by March. Guess I'm even more optimistic than you. Has a chance to make it to those marks, in a heartbeat IMO. Looking to see some news out early next week. Would love to see a halt on this stock next week. An option traders dream and nightmare rolled into one. Would be the former with Pluristem, as I don't see what news could be bad. Show us this run is happening for a reason.

Now saying that, not sure what will happen with the moods everywhere if this move was just a head fake. If we start drifting back to the $1.50 mark, all those drinks will be to drown sorrow, not celebrate. Little premature to break out the champagne.

Only thing I worry about is what the twins seem best at...missing deadlines. Not a big deal with shares, but deadly for options. Only 11 more weeks until the promised year is done. Here's a list of their milestones from January presentation. Only one has been achieved, and two are 15 weeks late. Not even going to talk about the Japanese partnership and how unbelievably late they are since that was first promised. Not going to get number 3 until 2 is completed. With DOD also involved now, seems much more likely they will hammer it out. Better be this year as promised!!!

1. Data readout dose selection studies ARS-H1/2017
2. Contract with U.S. government for ARS–H2/2017
3. Initiation of pivotal study ARS NHP-H2/2017
4. Data read out phase I open label HCT-H2/2017
5. Preclinical data Fukushima-H1/2017
6. Preclinical data NYBC-H1/2017

It's nice to see eh Jack. I only have March options, majority $2's with a small amount of $1's that won't sell for a penny shy of par. When the $2's hit .35, the account looked great that's for sure. These options are truly a rarity for a stock that has the potential to have a huge run. And to think a couple weeks ago you could get the $2's for a nickel. Hopefully that's where you grabbed em as well Jack.

If we could manage to close above $2 either tomorrow or Friday, I'd be happy. Would be a great setup if they could get some news out early next week.

Something has had to leak somewhere. Can't even recall the last time we've had a sustained run up like this. Probably was when we did the run to $5. Those ah mini trades that were mentioned here earlier, were placed for a reason. A signal to someone IMO. Nice to see a lot more big blocks moving through. Are Tutes going to finally going to start to take the plunge. That will be one of our biggest movers in this stock, once/if they start to take significant shares. Don't think too many retail traders are buying 400,000 shares.

Long overdue for many here. Is this the start? Next week will be telling.

Wow a rebuttal of sorts. Thanks Zzatt!!!

So they have already built a gmp faculty. They have the ability to make these bioreactors. How hard would it be to even build a brand new facility. Not overly expensive either.

Now even if making a dose costs $700 to manufacture the old way. (Just using an easy figure). I seem to recall their cog's for Pluristem was 1/7th the cost of traditional methods. So if you could do it for $100 bucks, sell it for $700 bucks, thereby eliminating the competition. Just seems logical to me. To license that out, seems absurd. And I would think that having 2 CEO's that were gifted huge bonuses and have a good salary, would have a much easier time figuring this sort of stuff out than this backseat Joe Schmo.

So you say use my imagination. Please share your thoughts on this. It's pretty easy to throw that out there without letting me have a chance to critique your ideas. I have no problem sharing my thoughts for you to hack apart, so feel free to return the favour.

But I did do some imagining like you asked, and could only come up with one possible way. That would be to get a massive chunk of upfront coin and I'm not talking $50 mil. And of course a sweet royalty off of it. They want to go it alone in their trials then they need a lot of cash and they will reap the rewards if proven successful. But even with that, I still can't justify giving that up when the company could become a manufacturing juggernaut.


I'm sorry if I rub some people the wrong way. I seriously look at all angles both good and bad. All anyone seems to post here are any positive things. I look for someone to give contradictory ideas and thoughts, but rarely get anything back except names. That's exactly what Allo did right after I posted, so I edited my post to include LMAO. And I will take the contagious remark as a compliment. Blue is one of the few that also look at both sides.

He did, after all, coin my favourite line. Hopefully the technology overcomes management. Amen to that. And with the recent run up of we have had, seems like we may be on our way. Love the product but management is suspect. But yes, all will be forgiven if they get something significant done by the end of this year.

GLTA longs

No Allo this fella didn't forget about those little spheres. They actually went out and trademarked the name Plurisphere for them. That was what, 3 or 4 years ago. And if I'm not mistaken, in one of their past presentations or reports, they said they would be doing something with that. Just another broken promise/missed deadline.

They could have become a manufacturing giant just like Lonza. Have a look at their half year report. Sales of over $1 billion for the pharma and biotech division. Growth sitting at 27%. Would imagine these will start exploding once more and more biotechs bring products to market.

But no, why would anyone want to start manufacturimg cells for the competition. Let them pay someone else to do it. Makes zero sense to me and always has. One of the main reasons (aside from bonuses) that pisses me off about this management team. If I had the latest and greatest manufacturing ability that can produce cells at an incredibly cheaper price, I would keep it all to myself. I would continue to let Lonza make smaller margins due to high manufacturimg costs, even though I could do it for less with much greater margins. That's how great business leader run companies right.

It is a missed opportunity of epic proportions. Imagine if the were pulling in anything close to what Lonza does. Don't think the ATM would have to be used at all now would it. Sickening. Only thing I can think of is their technology isn't as good as they say it is. What other logical explanation could there be. Again, someone show me the light please. No name calling just some honest rebuttals with facts. Don't ever seem to get many contrarian views and I'm hoping this time I will from all the company fanatics we have here.

In the long run I guess as long as they can make enough to keep pocket mans pocket full of the stuff, they're content with that.

I'm clueless eh Allo? Lmao.

I don't see it happening at all. Why would the license out the technology. If the technology is as good as management says it is, it would be a relatively simple thing to set up and get running. Keep those margins for yourself and let other Biotechs have to come to you to keep their costs relatively know. Don't know why this was not started much earlier. Profits from that would have been enough to fund all their trials.

To license it to Lonza would be a horrible mistake IMO. If they were low on cash and getting desperate, maybe. He has been with Lonza for a while now. I think if it was in the works, would have been done long ago. I could see him trying to use knowledge gained while at Pluristem to try and design some other type of 3d ability, with enough differences not to violate patents.

Hey Blue,

Those were there before as I remember the DOD there as well and liked the look of seeing their logo there.

I really can't see $8 million taking them to the finish line, even with adaptive pathways. Sure the trial sizes are small, but I think it involves more follow up visits over a longer period of time. Those costs will be huge IMO.

I was looking into BLUE. Bluebird bio not you Blue. They have $1.2 billion in cash and state they have enough to last to 2020. They have 350 employees and have 10 active or soon to be active trials according to clinical trials. I'm sure many of the 37 total found are still gathering results and costing money.

We have $22 mil, (less once quarter comes out) $24 or so in grants plus our ATM funds. We have 170 employees and 2 active trials. Look at that eh, we have approximately half the number of employees as a $5.7 billion market cap biotech. Ahhhhh. But we have all those manufacturing employees to pay I guess.

Just goes to show the extraordinary amount of money it takes to get these things done. Thats why big pharma preys on small biotechs. And going it alone brings about huge risks, most of which are just denied by some on this board.

Where are the HCT interim results or NYBC preclinical results. 3+ months late according to their January presentation. I know the September ones show 2h, so don't throw the normal insults towards me please. But even if you want to, feel free as I can take it.

Been a nice run of late at least. Hopefully we can hold it until something of significance comes out. The ATM gives me mixed emotions. Sure it gives the much needed cash, but where would the price be if they weren't selling into this recent run. Who knows, maybe they didn't. Probably did, but NOBODY knows for sure until next quarter comes out. Unless they had insider information or course.

GLTA longs. I am one too even though I never said what type of options I own. Just thought people would have realized that or I would not have been complaining if I had puts when we were stuck down there.

There are many legitimate reasons for investors to be pissed off don't you think. Those big fat bonuses could have been better served in the atm raise they're doing, rather than the free gift. Options, no issue. Free shares, big issue.

The fact that the contingency plan is in there, increases risk substantially imo. Why does the U.S. government care about the state of a company. The technology will still be around no matter who owns it. If it were an American company, I would feel a little better. But like the controller theory, there are many ways to get hands on someone else's technology.

What IF this big contract doesn't happen that everyone is hoping for? What do you think will happen to share price if contingency plan is put into effect? What if the government keeps what they're doing status quo. We will pay for the trials, and that's it. Twins don't really have much of an option. There are other technologies out there for ARS, that are further along. I truly think they are way above their heads on this. Nothing from their past positions at Elbit vision systems or their current one gives me reason to believe they are capable of much. That relationship alone brings tons of doubts and questions about them. "Co-workers" for many years. Don't think that goes unnoticed. Didn't for me and I'm just a Joe Shmo.

So because I have skin in the game like most here, I can raise these concerns in the hope that if they don't come through in 17 like they said, both should be gone Jan 1st, if nothing happens. Really they should. We are getting ever nearer to the half way point of the second half, and really Jack squat has happened to the share price. Good, consistent movement down is all we get. With a 7 cent run up and we all turn happy. Imagine thinking about 7 cents when we were at least over 2 bucks. Piddly!!! Now we get excited/desperate from that rise in the hopes of something coming down the pipes.

They get a $2 million plus bonus for what I don't know. Now after that garbage, the board says they looked at compatable companies. Should have done that the quarter when you give the free shares. But at least I guess, unless they start selling them, they would become worthless like ours would become if it all fails. I am pissed at this company right now, and until they get that contract that they are still promising, I will continue to be.

And now we know the delay since Dec 2015, when they originally got the ok from PMDA. Can't start with no partnership. Why has this deal been delayed for this long. Explanation is LONG overdue don't you think. That is why when the 2 page "shareholder update" comes on Monday, everyone should be pissed. This management gets very little accomplished in the promised timelines. Just look at their January presentation. Promised what I said in 1h17. Of course they're not going to publish a new presentation in JULY showing expected milestones that have passed in time. So no that was CORRECT for those who challenged the DD.

What happens if we get to DECEMBER with nothing. That's just shy of 4 months away. Could it be too late? Will there be a big exit in disbelief?. A lot on this board said so, no? I guess we're the exception and no one else will. Still believ no matter what!!!

So maybe you're ok with the newly added risk, but I'm not. And truly this post is not meant to disrespect, just my thoughts. If there's some intelligent rebuttals aside from if they get the contract, they would be appreciated. Just anything to add to the topics Ive brought up. Please don't be shy. Speak up. I'm especially waiting for rebuttals on cash. I guess my calculations about cash on hand and making it to Q1/19 weren't shown to be otherwise. Or there would have been some intellectual posts in return. Hope doesn't run eternal.

But still, after ALL these years, I, continue to hope like the rest of us. I'm hoping they can get this cotract soon and let it be substantial. We don't deserve to be where we are, but that's the reality. We do imo, have the best technology. Management is what's suspect. Cmon a CC please!!! Do it in Hebrew, I dont care. Just do it!!!

And the closer we get to the end of the year, the more pissed I will be. My Sept options are going to be worthless in 5 days, and don't need the March ones to be the same. My risk, my loss, no fault but my own. My GAMBLE with this stock. Still long, trust me!!!

GLTA

Posted this somewhere else, and not a fan of this site, but wanted to see any reactions from the cheerleaders here. In case you didn't notice, there was a clause about a cash-reduction plan they put in the 10-K. Question is, if they don't get a Barda contract or partnership or some other hail mary, as I don't think the ATM will do much without decimating the price, when will they start to implement this plan. I'm not allowed to respond as I've been limited to one post per day, but look forward to hearing what anyone has to say. Here's my post.

The more I think of this cost-reduction plan, the more I see why they put that in there. It's so they can say they have enough cash to last to 1q19. If you look at the numbers, without this plan, that statement would be false in every sense of the word.

Cash on Hand...$26.6 Million
Current Liabilities..$5.4 Million
That leaves $21.2 Million

Now look at their R&D... $24 Million
General and Admin.....$6.9 Million

That's just shy of $31 Million.

Even if you add say $16 Million in the Horizon Grants (some has been booked already, but just keep it at $16) And the second $8 Million hasn't really been confirmed yet as well, but I will keep it in.

That would give them a possible $37 Million (not going to count their piddly ATM garbage)

Soooooooooo, from June/17 to June/18, if expenses were to remain the same, that would leave them with $6 Million left. How could that $6 million could last them another 3 quarters is anyone's guess. I know there are other factors like investment income and other stuff bean counters can point out. So can anyone please help me out with my math some? Seriously am I missing something.

THAT is the reason the cost reduction plan has been put in there. And believe Allo if you like and think this is just a safe harbor statement. No if's ands or but's about it.

Does anyone know the level of radiation Pluristem used in their ARS trial. I have been trying to find some sort of comparison, as this was taken from the press release in 2012 from Cleveland Biolabs regarding their study.

"Animals in the study received a 70% lethal dose of total body irradiation (TBI) followed by a single injection of a range of doses of CBLB502 or a placebo, in each case, 25 hours after irradiation. In addition to determination of 60-day survival, the study measured multiple pharmacodynamic parameters which the Company believes are essential for animal-to-human dose conversion."

A 70% lethal dose?

Entolimod use LD 50-70/40

Filgratim used these rates.

Animals were exposed to total body irradiation, antero-posterior exposure, total midline tissue dose of 7.5 Gray, (target lethal dose 50/60) delivered at 0.80 Gray minute-1, using linear accelerator-derived 6 Megavolt photons.

Pluristem's mouse study used 7.7 GY

Don't know the difference, but would love to know the exposure level in our nhp trial. Without the same radiation exposure, or knowing how quickly it was delivered, the comparison of results become skewed. Maybe somebody who understands these levels could assist. Or if anyone could find more info that would be great.

From Barda's 2017 budget.

PROJECT BIOSHIELD: $350 MILLION: BARDA would make six procurements through Project BioShield: new antimicrobial drugs to address biothreat pathogens; a new acute radiation syndrome MCM; new biodiagnostic for anthrax; a new high-throughput biodosimetry diagnostic device; and, a new Ebola therapeutic and vaccine candidates.

Seems like it is between us and CBLI. Or does anyone know of any other advanced ARS possibility. Biothrax got a $100 million purchase over 2 years from Barda in March. That's the only one I could find.

Interesting few months ahead.

Thank you Spidey for taking the time to write that informative post. Truly appreciated. Unfortunately some things can't be dumbed down enough. I will look at your synopsis a little better when I have time. But your point about the vehicle groups in table 2 is truly remarkable. How are all the vehicle groups recovering with all the different counts? Looking at all the graphs, not much difference between control and treated. Very strange and certainly casts a shadow on this data. Unless someone can explain further.

Thanks Blue. Hopefully one of your two choices pays off. I'm hoping you win on Pluristem's behalf. My request for scientific assistance was just to see if Allo could put something together. They act like they understand everything on the scientific side by throwing around words, so I was hoping to see if I would get a response with some factual stuff to back it up.

Well at least one way or another, we will soon see if the last 7 or so years of believing in this stock was a waste of time, or a great speculative play.

You said it best, hopefully the science overcomes the management.

One in three's not that bad is it? I can only imagine if we don't get it. Only other thing that could get us moving higher in any significant way would be a partnership. And by the looks of things, that seems like a much less likely thing of happening.

Don't think any preclinical data from Fukishima or NYBC will move us. Possibly some great results from IC trial, but again, don't think it would move it too much. And that's not until early next year so they say. Ongoing open label trial was supposed to have interim data in the first half, but that got missed. Who knows what's happenimg with that.

Thanks Jack. That was much more info than I gathered as I briefly skimmed through. Been reading too much stuff of late. Wish Allo could decifer all the technical jargon, since they seem to act like they understand. Won't hold my breath though.

See why it is good to have contrarian views on this board. Brings about real topics with real concerns. Never realized how far along CBLI is until today. Eye opener for sure. Can't just take people's words on things. DD is a must.

Clearly shows why we are trading where we are. Probably appropriate for the stage we are at, when you put the competition into the equation. Controller. Ha!

Wish I could find what type of cost a treatment for entolimod costs. They do use third party manufacturing, and who knows if they would be able to meet an order of significance in a timely manner. At least with our own manufacturing ability, we can control that. A possible advantage over others.

And if you look at their annual report, they filed for pre-EUA (emergency use authorization in their 2nd quarter of 2015. They also did a 150 patient safety trial on healthy humans which was successful.

So could someone please let me know what I am missing? How are we expecting any sort of contract this year? Seems they are way farther along.

Same with me Jack. But here's the link to the publication. Do yourself a favour and look at the results section. Talks about the improvement of the three lineages as well. Don't understand most of it myself, but you can at least get an idea of what our competitors results were. We are not the only kid on the ARS block.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4569586/#!po=33.2278

Cleveland bio labs is definitely not sitting still. Had a look at their results. 85 to 100% survival is some NHP groups. They used both males and females. That was from 2015. Zami stated they lost two years of advancement deciding to build manufacturing facilities. Imagine if we did it the other way around and were two years farther ahead. Will it pay off? I'm sure we will find out in the next couple quarters.

So some think we have a 4 to 5 million burn rate. Go check out the link to September 2016 presentation by Pluristem.

http://www.pluristem.com/wp-content/uploads/2016/04/Pluristem-Sep-2016.pdf

It states their burn rate at 22 million per year. That in itself, from almost a year ago now, has us at $5.5 million per quarter. But our expenses can't be increasing can they?

Now if you look at the fiscal year end from last year, operating loss was $23 million. Pretty close to where Pluristem's burn rate was at that time. Now look at March 31st operatimg loss. $8.2 million for the quarter.

Looking now at the main differences between Dec 31st and March 31 you will see the following.

R&D spending went from $5.481 million up to $6.579
General and admin spending went from $1.466 million up to $1.866 million.

That's a $1.5 million increase in spending. So if spending is increasing, how do some claim our burn rate to be between 4 and 5 million? How?

So we will need some sort of funds by around March of next year. Get anywhere near the end of this year without an influx of cash or some price moving news and it will be ugly. This is the reason we trade where we do. This is the reason the Sosei deal doesn't close. This is the reason our tute numbers remain pathetically low.

Now I am unfortunately going to be careful as I don't want to be censored for the third time. . For those of you who called me stupid, please state your reason for believing the burn rare is between 4 and 5 million. I believe it is sitting around 8 million.

Go look at the difference in oprerating loss between Dec 31/16, and March 31/17. Substantial increases of R&D and Admin. No way we are going to have a burn rate of 4 to 5 mil right now. No way.

My bad. As of March 31st, $965,000 had been received. So the amount still to be receved, will probably keep their burn rate similar. But that still does not change the fact that they most likely don't have enough to get much farther than March of next year. By then they will just have enough to dole out their big paycheques. So again, they will need money one way or another.

Let's not forget our co-ceo's get a commision of sorts for this kind of funding. Well at least Zami does I don't remember. Where's our freakin bone.

I agree that I don't think they are close in China. Otherwise why would they need assistance. At least it's a little less cash coming from our coffers.

Wish they would do some sort of update on how things are progressing. Would go a long way. I guess we will have to wait until fiscal year end. Cmon Barda!!!

Yes we are 5 weeks in to the second half. So according to their January presentation, they have accomplished one out of six so far.

Data readout ARS 1H - YES
Preclinical Data Fukushima 1H - NOPE
Preclinical Data NYBC 1H - NOPE
ARS contract H2 - TBD
Initiation pivotal trial H2 - TBD
Data readout HCT H2 - TBD

And if you throw in the forever "coming months" with Sosei deal, that would be a failure as well.

I don't see what is wrong with pointing out the constant misses this company seems best at. You don't think our share price is because of that? Maybe if they had a couple of steel ones in their pocket, they could do conference calls where the could communicate with shareholders more effectively, and answer some tough questions I'm sure many would want to ask.

But everyone should just keep taking their word on things. Two out of three missed so far this year. Who cares. Three more to see if they will miss. How is HCT trial progressing. Who cares. Must not be going as planned or we would have had that data. But again who cares.

Management must be held accountable for their words. Their misses have been going on for those 8 years, and don't see anything wrong with complaining about it. Criticism is well justified and deserved.

Rarely meeting their timelines is the understatement of the decade. I wish there were options for later than March as well. They only ever seem to be 6 to 9 months out. When they say this year, they really meant next. Don't think anyone wants to write farther out options, as the potential this company has is astonishing. Just praying we don't run out of cash before the potential is realized, and we're R/S'd to death.