is all in $AAPL $TSLA and $PMCB
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Anyone know if any of the demo trucks were used to help during Harvey and Irma?
I hate the idea of profiting while people are suffering, but having a few pics of $WARM generators being used to help flood victims would be great just to have on the company website.
Thanks Pink!
I'm a former market maker, so to pay for all my many sins I freely share DD.
I don't always get it right, but I try! I never short companies either.
I do sincerely wish people make money with my DD.
http://www.xconomy.com/san-francisco/2017/05/30/protagonist-janssen-ink-development-deal-for-crohns-disease-drug/#
This stock went from $8.22 to $11.82 when news broke of its partnership. Currently trading at $15.36
http://ir.tesarobio.com/releasedetail.cfm?releaseid=963728
This stock went from $41.44 to $46.30 when news broke of its partnership. Currently trading at $115.24.
Apples and Oranges in a big sense however. These companies already had funding from IPOs when Janssen partnered with them. Clearly having a powerhouse like J&J behind you is huge and bodes very well for the company. But what we have at PMCB is night and day.
I'd say without a strong lawyer like KW at the helm PMCB would get the short end of any deal with a partner. So count your blessings for KW and for our new law firm Pepper Hamilton.
Patterns patterns everywhere...
$PMCB files $50 MIllion Shelf registration:
http://ir.pharmacytebiotech.com/all-sec-filings/content/0001683168-17-002356/pharmacyte_s3-091117.htm#a11
Janssen is paying Protagonist $50 million up front, with a commitment for up to $940 million more tied to development, regulatory, and sales milestones. Janssen, a subsidiary of New Brunswick, NJ-based Johnson & Johnson (NYSE: JNJ), would receive worldwide rights to the drug and Protagonist would get royalties on sales of a commercialized product.
Separately, Johnson & Johnson Innovation — JJDC, Inc. is making a $50 million equity investment in TESARO
There are people who buy crappy old cars, fix them up nicely, and sell them for profit. There are people who buy sad looking houses, fix them up nicely, and sell them for profit. There are even bio pharm companies that look to invest in promising technologies by making equity investments.
What sort of deals does Janssen do with companies similar to PMCB?
Take a look:
http://www.formatherapeutics.com/forma-therapeutics-announces-advancement-tumor-metabolism-collaboration-janssen/
http://ir.tesarobio.com/releasedetail.cfm?releaseid=963728
http://ir.macrogenics.com/releasedetail.cfm?releaseid=971495
http://www.ligand.com/news-events/press-releases/detail/320/ligand-announces-licensing-partner-janssen-has-filed-an-ind
http://www.xconomy.com/san-francisco/2017/05/30/protagonist-janssen-ink-development-deal-for-crohns-disease-drug/#
PSSSSSSSS - want to know a HUGE secret? Actually, it's not a secret since the documents were all filed with the SEC. All these companies had S-3 SHELF REGISTRATIONS around the time partnerships were announced.
NO WAY!
http://ir.tesarobio.com/secfiling.cfm?filingID=1047469-16-14088&CIK=1491576
http://files.shareholder.com/downloads/AMDA-278VRP/5199416798x0xS1552781-16-2034/1125345/filing.pdf
http://investor.ligand.com/all-sec-filings/content/0001193125-16-424831/0001193125-16-424831.pdf
http://files.shareholder.com/downloads/AMDA-278VRP/5199416798x0xS1552781-16-2034/1125345/filing.pdf
JUST LIKE PEOPLE WHO FLIP CARS AND HOUSES, COMPANIES LIKE JANSSEN DO PROFITABLE INVESTMENTS IN NEW BIO PHARMA COS BECAUSE IT'S PROFITABLE. AND JUST LIKE FLIPPERS, COMPANIES USE THE SAME PLAY BOOK OVER AND OVER AGAIN BECAUSE IT WORKS.
Not sure even where to begin with this.
$PMCB has around 360,000,000 shares left to issue in total. In order to make $50M from that many shares the price would have to be around .15 cents.
BUT, if you actually READ the Shelf Registration you would know a standard form underwriting agreement wasn't filed. There will be no stock issued. No dilution. The only standard forms filed were for Notes.
As in someone could offer PMCB $50Million in return for a Note with terms: [???].
Interesting that IR has been saying the same thing to everyone who emails them: "once the IND is filed and first patient enrolled, partners could step up to offer investment dollars, it doesn't make sense for them to do so until then".
You have a legal document filed with the SEC by a top NY law firm backing up exactly what IR has been telling people via email and on Facebook.
That is a very good point 1234jklm! With a top firm like Pepper Hamilton on board I think our IP is well protected going forward!
Hope the Chinese don't steal the technology.
Pipeline info for $EARS
https://www.biopharmcatalyst.com/company/ears
1.7 Million shares bought
2.3 Million shares sold
Price up 16%.
Nice day for $PCMB longs!
OK, I'll wait while you come up with other .07 bio tickers that have a $50M market cap, management composed of doctors at top hospitals, institutional investors, and are represented by the head of the bio department of a top law firm.
By the way, CiaB was greatly improved in 2015, so to say this master cell line has been in the works for five years is so far from being factually correct it's just sad.
Work on the master cell line started on June 5, 2017 at Eurofins Lancaster Laboratories, Inc.
We all know Janssen likes to keep a tight lid on what their doing, as is their right, since they are a private corporation. So, to find links between Eurofins and Janssen you got get a bit creative, by say looking at LinkedIn and school alumni sites:
Brandon Campbell
Program Manager at Eurofins Lancaster
"Brandon is an experienced analytical chemist and manager with the desired skill set to support the pharmaceutical, biotechnology, environmental and food industries.Responsible for management and career development of 50 scientists supporting three sites at Johnson and Johnson pharmaceutical branches in New Jersey and Pennsylvania."
https://www.linkedin.com/in/brandon-campbell-93725214
CBE ALUMNUS HARSH SHARMA ACCEPTS POSITION AT EUROFINS LANCASTER LABS
Drexel alumnus Harsh Sharma (PhD 2012, Advisor: Dr. Raj Mutharasan) has accepted a position as a Scientist with Eurofins Lancaster Labs, a R&D Company. Harsh will be working with one of their clients, Johnson & Johnson (Janssen) in Malvern, PA, primarily with their large molecule, mAb, division and will be developing trial and testing protocols followed by optimization and validation.
http://drexel.edu/cbe/news-events/recent-news/archive/2013/August/sharma/
So, to recap:
Short interest of less than 1% of OS
Held by FOUR institutional investors (http://www.nasdaq.com/symbol/pmcb/institutional-holdings)
Represented by one of the top corporate law firms in NY, Pepper Hamilton.
Management comprised of numerous doctors and professors at top hospitals and universities.
Management indicates final preparations are underway on Master and Working Cell banks.
Did I miss anything?
While those who short it will be filing for bankruptcy protection once the IND is filed...
The surgical hair regrowth business was nearly $2 BILLION last year alone.
http://www.statisticbrain.com/hair-loss-statistics/
That doesn't even include products like Rogain, that $2B is strictly medical procedures.
Anyway, that article was Austrianova, not $PMCB, but since we own 15% of Austrianova I'll be happy to see them develop hair regrowth using CiaB.
Pepper Hamilton LLP, one of the oldest law firms in the United States, is the law firm listed on our new Shelf Prospectus (the last S3 was filed by Loeb & Loeb LLP, another top corporate law firm):
http://ir.pharmacytebiotech.com/all-sec-filings/content/0001683168-17-002356/pharmacyte_s3-091117.htm
To learn more about this historic firm, please see their website
http://www.pepperlaw.com/timeline/
Now, back to the prospectus. Take a look at the attorney's name: Merrill M. Kraines, Esq. That's not an associate. It's a Partner. Here's his bio:
Merrill M. Kraines is a partner in the Health Sciences Department of Pepper Hamilton LLP, resident in the New York office. Mr. Kraines is primarily engaged in corporate, securities and mergers and acquisitions matters. He leads the life sciences, technology and emerging growth practices in New York. Mr. Kraines represents many life sciences companies, including biotechnology, therapeutic, diagnostic and medical device companies. He has also represented or been involved in transactions concerning a variety of other growth companies in all phases of business and finance in many industries, including: software, Internet, health care, IT, alternative energy, financial services, IT consulting, educational publishing, entertainment, office products, advertising, telecommunications, paper and many other companies. These companies have ranged from start-ups to large public concerns.
Mr. Kraines also represents investment banking firms in connection with public offerings, private placements, sale advisory transactions, fairness opinions and other matters. He has handled numerous initial and secondary public offerings, private placements, PIPE transactions, 144A transactions, mergers and acquisitions, licensing and distribution arrangements, joint ventures and cross-border transactions. Mr. Kraines also represents numerous private equity and venture capital firms, both independent and those associated with commercial banks, corporations, universities and medical centers in their fund formation, investment and restructuring activities.
Moreover, in an era of numerous law firm mergers and a more globalized economy, Pepper Hamilton formed alliances with two U.K. law firms. In 1995 it signed a nonexclusive agreement to collaborate with Eversheds, a large firm with 12 British offices. Then in 2000 Pepper Hamilton and the U.K. firm McGrigor Donald began a close association to benefit their increasing number of clients with international dealings. Founded in 1792, McGrigor Donald included more than 210 lawyers practicing in Edinburgh, Glasgow, London, Belfast, and Brussels. Effective January 1, 2001, Pepper Hamilton merged with Jamieson Moore Peskin & Spicer of Princeton, New Jersey. Some 20 Jamieson Moore lawyers who worked in land use, government relations, banking, corporate securities, commercial litigation, trusts and estates, and ERISA joined Pepper Hamilton, bringing with them clients such as New Jersey Bankers Association, Janssen Pharmaceutical, and various high-technology firms.
Read more: http://www.referenceforbusiness.com/history2/34/Pepper-Hamilton-LLP.html#ixzz4sg1q2CUp
$PMCB has medical and scientific professionals with the following CURRENT associations:
Dr. Sher, Chief Medical Officer, CURRENTLY a Professor at University of Southern California’s Keck School of Medicine
Dr. Günzburg, Chief Science Officer, CURRENTLY a Professor at University of Vienna
Dr. Löhr, Chair of PMCB's Medical and Scientific Advisory Board, CURRENTLY a Professor at Karolinska Institute and CURRENTLY a Member of German Cancer Research Centre
Dr. Brandtner, Director of Diabetes Program, CURRENTLY the Head of the Bioencapsulation at the Vorarlberg Institute for Vascular Investigation and Treatment, and CURRENTLY a member of European Association for the Study of Diabetes (EASD), the Austrian Diabetes Association (ÖDG) and the European Society for Gene and Cell Therapy (ESGCT)
Dr. Rabe, Director of Cannabis Program, CURRENTLY running the cannabis program at University of Northern Colorado
Dr. Abecassis, Board Member, CURRENTLY a surgeon and the director of the Transplant Center at Northwestern University Feinberg School of Medicine
Dr. Hidalgo, Advisory Board Member, CURRENTLY Director of the Cancer Center at Beth Israel Deaconess Medical Center (BIDMC)
Dr. Hammes, Advisory Board Member, CURRENTLY a Professor at Heidelberg University
FURTHERMORE, the management team has years of experience at top pharma companies:
Mr. Liquard, Board Member, 7 years at Pfizer
Dr. Crabtree, Board Member, 7 years at Bristol-Myers Squibb
Dr. Günzburg, CSO, 7 years at Bavarian Nordic
FINALLY, between all of these professional there are HUNDREDS of published, peer reviewed scientific articles
Would these professionals be risking their personal reputations and the reputations of their hospitals and universities by being associated with any shady organization? I say that suggestion is absurd.
Timing the market makes money for market makers and broker, but rarely is it best for actual investors.
https://www.forbes.com/sites/simonmoore/2016/03/07/the-myth-of-market-timing/#3d072f81461e
I'm not currently paying for level 2 quotes. I'm in an investing mode.
God bless people who day trade these stocks, but it's not for me.
CiaB is a delivery technology. It isn't a cure for anything. It's a way to get cells that produce specific drugs into the human body without an immune system reaction. Targeted delivery that doesn't carpet bomb the patient's entire body.
That's it. It's a delivery technology. Once PMCB has an approved commercial application, dozens and dozens of other applications should materialize.
I owned AZN, CARA, and ZYNE when their FDA trials missed end points. AZN lost 20%, CARA and ZYNE lost 50%.
IMO because of poorly designed trials. These were safe, effective drugs that had bad end point targets and the stocks got smashed.
KW has said repeatedly that they have ONE chance to get the pancreatic cancer IND right. This can't be understated enough. PMCB should only file that IND when it is absolutely perfect.
Yes Sir, strap in! This is going to be a fun ride!
The wealthiest people I know are actually very cheap. They preserve and grow their capital and are loath to waste it.
Not saying it's morally right or wrong, just an observation.
PMCB has worked very hard over these years. If you look at the ages of all the directors and board members, I think you can safely say this company will be their Legacy. They want a successful and profitable Legacy for their grandchildren. Is that selfish? Maybe. But I completely understand it.
I much prefer a group of experienced business people who want to leave a legacy for their grandkids over a bunch of slick-haired 20 and 30-year olds who look and act like used-car salesmen.
A shelf offering means shares will be sold when there is demand for them. There is a trade off now, to get the most money for the fewest shares, when this thing really starts to heat up.
Use a bit of imagination here. Where will the stock be once the IND is submitted? Accepted? First patient enrolled? Partnership announced?
Can't you see all the catalysts that will drop one after another once the IND is submitted?
If you look at the type of partnerships deals done by the [possible partner], the events of today make perfect sense.
The company I'm thinking of likes to come in, take control of the clinical trial by making an equity investment and dangling significant milestone payments, and much prefers to operate out of the spotlight. When the press comes calling after such a partnership is announced, you want an experienced IR/PR person to control the narrative. Better press means better investment interest which means better share price for all of us.
Also I personally don't believe PMCB sought this guy out. As a friend of a Board member, I think he has been devastated by the loss of a loved one to pancreatic cancer and this is his way to help others down the road.
You have to admit, it would make for a visceral CNBC clip to have someone who experienced personal loss being a champion for a technology that could help others one day soon.
Yup, called a "shelf" offering because once registered you can figuratively "take it off the shelf" and issue stock as needed. Again, notice the law firm on the prospectus. These guys have argued in front of the Supreme Court. Normally when I look at OTC prospectus I see firm names I've never heard of.
Once again we see PMCB doing something carefully, deliberately, and strategically.
This is a tactical move. KW has his ducks lined up nicely. Any new stock could be issue to a partner or to raise capital.
The stars are beginning to align here. Q4 is going to be great and lots of nonbelievers are going to be chasing this.
Please fasten seat belts and return tray tables to their upright position!!!
Great things coming soon for $PMCB
To uplist you need revenue or $50 million in cash, yes?
So I should double my position?
I don't know, but they are clearly expecting significant investment interest in the near term.
Did you see the law firm on the prospectus? It's Pepper Hamilton LLP. Which is an old corporate law firm that's in the top 100 firms in the US for revenue.
New PR and new law firm. Interesting times!
One company makes the cells that go inside CiaB, but Austrianova owns the tech and equipment to encapsulate those cells.
And in the meantime we have a veteran PR guy who is comfortable appearing on CNBC or Fox Business to discuss the company. Further, we have the company ready to offer $50M in new stock when news drops.
KW has all the ducks lined up nicely. Now we just need to get the IND filed and approved and we will be off to the races.
I think on its own PMCB would issue a PR about the filing, but if they were working with a partner or potential partner they might not. Some pharma companies just have a culture of secrecy.
That's a pretty important "likely" thrown in there.
We have some incredible individuals on board for our pivotal clinical trial, and we are eager to get underway - but we want to make sure we get this right. We are working on all the items the FDA requires from us to include in the IND. We will submit the IND when we have all of the required information. Once we submit the IND and have FDA approval to proceed with the clinical trial, then we will be able to develop and release a timeline to the public. As we remain patient ourselves through this process, we ask that our shareholders also remain patient because we only get one shot at getting this right. When we have news to release to the public, we will certainly do so as we always have.
3 · September 6 at 1:52pm
No, the FDA's action on the IND, negative or positive, would be public info and would be a material event that PMCB would have to report.
The presentation decks are available for the American Academy of Otolaryngology-Head and Neck Surgery Foundation (AAO-HNSF) Annual Meeting & OTO Experience in Chicago:
http://ir.aurismedical.com/phoenix.zhtml?c=253572&p=irol-presentations
You could sell your shares you know. You could even sell shares you don't own.
Personally, I wouldn't want to be short $PMCB as we near Q4. We won't know when the IND is filed, we will only know when the FDA accepts it. I would not want to be short when that news breaks.
Over the last few months we learned plenty:
$PMCB won the 2017 Buzz of BIO “Pipelines of Promise” award at the BIO conferences, where over 16,000 pharma and bio employees from around the world heard the latest on CiaB's unique encapsulation technology.
Dr. Linda S. Sher, a professor at USC Keck Medical School, who has averaged 50-70 simultaneous clinical trials while at Keck, and who has been the principal or co-principal herself on over 50 clinical trials, has been appointed as $PMCB's Chief Medical Officer. If there is any IND delay, have you considered it's because Dr Sher has been providing invaluable insight and corrections to our IND submission?
Then we had Dr. Michael M. Abecassis added to the Board in July. Hum, maybe because some sort of corporate action required $PMCB to have a full board to vote.
In the 8K we learned that the master cell line was being made in the US in Pennsylvania, and not in Singapore/Thailand.
Finally, we have KW locking his Facebook account. Seems counter-intuitive that someone trying to hype his company would lock his Facebook account. Most logical answer is that he's signed a NDA.
PMCB has to create a master cell line for a new biologic. ALL future treatments must come from the same cell line. That means if the cell line is bad or they run out, it's done. A new IND would have to be submitted for the next cell line.
Biologics are very different from regular medicines.
Do you have any other penny tickers with INDs about to drop?
Share price isn't the best metric for preclinical biotech companies. PMCB has a market cap above $50M which is pretty impressive especially compared to many of the more popular stocks on this site.