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BCLI/Chaim is very careful with spending, and potential dilution. They are proceeding carefully, and doing it largely with donated/charitable funding.
AKTS will be a nice winner. BCLI looks promising, but who knows how low this goes before the 2H19 results. The wait here will not be pleasant. But, if this treatment works, its a +10x payout. My understanding is that the 2nd neurological application for MS required a fairly easy re-work for them. Waiting for funding from the MS organizations. That should help move the stock.
Condoe, Thanks for posting this CC.
Talk about lots of dust in Q4. Up on2+Million shares, up 18% in last 2 trading hours...What in blazes was that all about. AKTS will definitely get its time in the sun. Just a question of whether its Q4 or Q1, and whether TAX LOSS SALES will continue to punish until 12-31-18.
think it is a buy AFTER the dust settles in current quarter. they've now got their cash, and won't have their hands out again for a while.
this one will work, but don't know if its 2018, or 2019. Tax loss selling will keep buyers in their bunkers for now.
I'd revisit the situation during Q1. And assume that after they report Q4 that Q1's losses could be just as big. Financial beggars in a fragile market are ripe for being raped in financings.
New acquisition appears imminent. I would expect one over next 2 weeks..before Thanksgiving for sure. As market weakens MTBC's negotiating position improves.
Barely holding $3.50. If market softens further who knows...$2.75. Really scary how this thing has cratered. Lost all credibility. Will be hard to earn it back.
Their acquisition is a dog. The market knows it will require lots of capital to get it right. They already are losing huge with their motorcycle business. Add in huge investment in the auto portion, and they will need to do a raise by end of Q1 to give them funding to clear Q2. This is now at $5. Will be at $3. Massive dilution by Q1 2019. Stay away until the smoke clears. Interesting play AFTER they are about to clear their financial hurdles....not as the bar gets raised higher and higher.
Float now around 40MM shares. They just issued 10MM to get their $40MM funding. Seems to be holding above $3.50. We'll see. If they don't announce some solid news soon, this drops under $3.25? Especially with market weakness. Not a good time to have done a raise.
$4 $30M offering. And now tax loss selling will kick in. Will we bottom under $3.50? Horrific...
SGBX is showing intelligent strategic moves. Stock is moving higher..$4..and will be moving much higher by year-end. This is a company with a bright future.
corectomundo.
Hah, looks like I was off by one day and a couple hundred miles...New Zealand, and THEN Australia. OCEANIA.... This is good.This is very good. As they are not totally dependent on Watsons. Hopefully they learn how to market through some of their new partners. They still need to prove they can market and sell TruNiagen. They have not passed that bar yet, but hope spring eternal. This is VERY GOOD NEWS, perhaps the best since pre-trial days.
Watsons Market Expansion... I like Turkey for simple reason that international market expansion is moving to the West. From Asia, to Asia Minor, and next to Europe/Australia I would imagine. I would be shocked if we are not in some of the EU markets, (Watsons and/or internet sales) or Nordics/England/Switzerland sometime in 2H 2019. Turkey inventory load could happen at end of Q4 (?) to fatten the 2018 year-end numbers... Turkey could dwarf Macao, Hong Kong and Singapore numbers.
must be one helluva road show...wish they could have taped it and put on their website. they must be sharing a lot more information than they are providing through their PR's.. Bodes well for 2018, and extremely well for 2019. will see whether they can hold this lofty level. perhaps a release will be issued very soon?
Is Elysium adequately financed to keep the lawyers engaged forever? Are we...as we continue to bleed and cut our cash on hand?
Holy Toledo is an apt description. What is the expected timeline of when this case is finally adjudicated and we potentially are done? understanding that everything will be appealed at some point, if this becomes a criminal case, wouldn't the civil pleadings be ended prior to that? Clearly I know nothing about the law. Thanks for posting. If CDXC is truly correct about its Discovery learnings, It looks a lot better for CDXC.
Phase 3 results probably get announced Q4 19' or Q1 20'? If enrollment completes by end summer, then 11 month test and at least 1 quarter to analyze and report.
The good news about engagement in RTT is that there'll be leakage of (hopefully) efficacy from those being treated during that time.
The best news of course will be buzz from entering into agreements with funding disease institutions for the much larger indications.
So long as all the patients are requesting to stay in the tests, and have them extended, that is proof enough for me.
The cream on the top, will be if Israel approves procedures and a flood of paying customers comes I from the EU for treatment in the relatively short term. That will bring in dollars, and make this a 'real' company, not a spec biotech, in 2019.
If these things happen, yes, no problem with $1B in 2019 ($50/share), and if they're funded for 2 more indications, then $75. Andlets not think about ALZ unless they get further proof of efficacy....then the roof gets blown off. But I have been disappointed before with PRANA, and now with AVXL, so this is not a done deal.
yes, huge, but could get ugly until their RTT plan is put out there, or announcement of testing new indications. In the meantime, it could be watch-out-below. Hope I'm wrong and that there is a stop-gap to keep that from occurring.
We are going to get that $30...and maybe a multiple of $30. This morning's news demonstrates that we are now on our way there. Blue Sky funding resources.
I wouldn't count on Blue Skys any time soon. CDXC explained that Taiwan is their next target, and that no approval to sell product is expected until later in 2019, which means no product sales until 2020. What other rabbits do they have that can be pulled out of the hat? Beats me.. I am disappointed in the lack of transparency in terms of whether the product is truly succeeding, ie. being re-purchased, the way it needs to be in the Asian markets in order to continue to be stocked at retail. LiKaShing will give TruNiagen a little breathing room, but if its a dog at retail, it won't stay in the stores, and it won't be given space in new markets either. I think we may be at a standstill here. Waiting for the next Rabbit. I hope Fried is a magician..
Lets just say that it is potentially big science for huge markets, so big appreciation is in the cards......so long as results continue to develop positive. But unless they get funding from an institution for another disease indication, we have to wait on ALS results, which are 2019. That's why I think RTT gives us a big opening to dive into. But, yes, if we get funded for another big indication, we could get to $30 within 2-3 years....easy.
HB, interesting. Thank you. PSTI seems to take a very sanitized and straight line research approach toward achieving its goals. That is all good, however, I do believe that a company like BCLI goes further, as it appears to be more nimble in its thinking, and tactics. The concept of a publicly shared Right-To-Try company position paper appears to be on-the-mark for PSTI as well.
BTW, wouldn't this be in the wheelhouse of M.D. Kleinhaus here in the USA? I have been unsuccessful in getting a return phone call from her. I know that she is busy giving presentations, but she appears to be the only boots on the ground in America?? Contacting an IR person 8,000 miles away is a bit of a stretch. Anyone ever have ANY luck getting someone to contact them in response to a question. This is not how to relate to the public for a public company, with a listing here in the USA, with 200+ employees. Very frustrating indeed.
BCLI's paid IR group does not even return phone calls. I challenge all on this board to give them a call and challenge my assertion. They are useless, unless they have been instructed by BCLI to keep radio silence until the upcoming conference presentation.
I only hope that BCLI uses their contacts, KOLs, in the respective disease communities to push to develop an aggressive approach or the FDA to consider. A lot more scientists, researchers, labs, hospitals can gain prominence if this RTT takes root.
Chaim and Kern are smart guys, but they need a top notch PR type organization (a la) Michael Fox, etc. to make this go big, and go fast. Otherwise, we will be meandering for the next year+.
We'll hopefully be impressed by something next week. If its a snooze, then we are in for another 12-18 month wait.
5-29-18 Right-To-Try Trump News Conference see minutes 18-21
If CLI is associated with relatively high mortality (life or death) wouldn't this qualify under the new Right to Try law, just passed? Are these folks, or t least a good percentage of them, Terminally Ill? See what ALS company below is embarking on a position paper, acting as an umbrella to broaden use before formal testing is completed. Can PSTI use a similar route? Who are the contacts at PSTI who should be aware of this?
"Congress passing the Federal "Right-to-Try" bill. The "Right-to-Try" bill will enable terminally ill patients who do not meet clinical trial criteria to seek out experimental therapies that do not yet have approval by the US Food and Drug Administration (FDA).
Chaim Lebovits, president and chief executive officer of BrainStorm Cell Therapeutics, stated, "BrainStorm understands the serious unmet medical need and urgency of people living with ALS. We have received countless inquiries after the passing of Federal 'Right-to-Try' legislation about patient access to NurOwn®. We have been, and will continue to, be engaged and collaborate with people with ALS, their families and caregivers, and legislators and government agencies to ensure that the voices of these groups are heard in this important discussion. Brainstorm is currently assessing the legislation and its potential implications, and when signed into law, will issue a formal policy on 'Right-to-Try' in early June."
Thoughts on how to leverage this opening provided by our government??
Huge news, Right to Try, but no messages. Got to love an unfollowed stock with so much upward potential. This will ROAR in the not-so-distant future. Triple by sometime 2019.
Good catch from the PR. I'll be impressed if they get a chain institution to place in numerous locations. First step would be to show an increased sales presence in the FL market. I haven't seen anything to that effect yet.
Mila, thank you for your insights. In terms of how this legal grind affects the development of the company...I am concerned that potentially significant business events will be put on hold until the patent fights are completely over and done with, and successfully concluded. Why would any entity be willing to expose themselves and their time and investment to a moving target? Until then, we may be limited to furthering the scientific research (this is good) while limiting marketing to online efforts (unfortunate). I will look forward to further investments by LiKaShing, and/or more significant rollouts in bigger markets by Watsons. That would be a very hopeful sign of confidence. Based on your thoughts, it would appear that the legal fight could drag on for additional years (?).
What everyone is thinking...What is the worst case situation that could arise from these lawsuits? Will they be able to still manufacture and market NR? Will Watson's still be supporting the global distribution of this item? Will any potential global partners (CPG ingredients, retailers, Big Pharmas) avoid any tie-ups/JV's/arrangements of any sort, in the near future, or potentially for a much longer period of time?These are all legitimate concerns. Li Ka Ching presence has mitigated them somewhat, but that may only be window dressing for the present time. The question is whether these legal entanglements are merely sand being thrown in the wheels, or if the wheels are being removed from the vehicle. In the meantime, the PE compression will be relentless. The risk/reward equation has become inverted...hopefully for merely a painful interim period, but this could drag out for ???, and share price could be dramatically affected. Will be a very difficult period to hold.
Flanker, since you're a holder here, and have a history with Avi, keep us informed as to whether he seems to have learned from his prior mistakes, and is doing the right things with NNDM. Thanks.
Great insights. Thank you. I hope they go with an IR firm. This is NOT an easy story, and they need someone with focus on shareholder understanding. There are, to your point, lots of avenues for them to pursue. Seems to me that The Godfather here is Avi (spelling?), and who knows what this company looks like, who they merge with, are bought out by, or acquire, in 1-2 years from now. I am ok to have patience while he sorts things out and activates the story.
None, other than a mention back in February 2017 of a special project. Not listed in their recent presentation. Either they are keeping it under wraps, or it may no longer be an active project. Where did you see mention of a raise in recent time for this part of the business? I think they are better served not to be diverted from non-organic applications for their core business. Maybe they need to considerably further develop their approach for organics before pursuing these markets.
0 Retail Availability in USA. I wonder if CDXC will reveal at some point the % of retail versus on-line in HK and at some point in Singapore. These will be the dual distribution markets versus the on-line only option in USA....not likely to change after the 2017 change in marketing strategy. Kind of cock-eyed logic for USA to be handled as a one-off versus ROW. I'd love to hear Fried explain the logic.
5M population Singapore. What is preventing introduction into the high GDP economies of Japan, Australia, Taiwan? Will mainland China be the last domino in East Asia to fall...2020? PPS will start to lift once product is available in the larger population areas.
Do these guys have IR? There are no reports on the company? Tough to get an education here.
John Hat continues as IR Employee!! Are they kidding? They will be paying this guy!! They have2!!! IR people for this company which still is not profitable...and 1 of them is probably close to 90 years old! This is total nonsense and should be raised as a legitimate issue with their BOD at annual meeting. Charlie Maxwell is probably about 90 years old as well. He needs to go. John Hat also put a neighbor of his on the Board of Ultera. He is TOXIC, and Ben has no control over this guy. Ben needs to grow a pair ASAP!!!!!!!!!! Get rid of John totally..no sweetheart employee status please!
John H. "Senior Advisor". I guess they couldn't take it anymore. This is good news for the company's future...and share price. No one wanted to touch this as an investment due to John H's participation for obvious reasons.