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I thought it was very interesting that Gerald didn't mention MANF's orphan indication in the field of diabetes.
There has been speculation that there is an NDA in place that prohibits him from discussing that topic.
Just saying!!!
Real Link for Cavendish:
http://www.rockefeller.edu/webcast-cavendish/
Gerald is second in the group.
Substantial improvement:
SOUTH SAN FRANCISCO, CA, May 6, 2014 - Cytokinetics, Incorporated (CYTK) reported total revenues of $8.0 million for the first quarter of 2014, compared to $0.8 million during the same period in 2013. Net loss for the first quarter of 2014 was $8.7 million or $0.27 per basic share and diluted share. This is compared to a net loss for the same period in 2013, of $12.6 million, or $0.53 per basic and diluted share. As of March 31, 2014, [color=red]cash, cash equivalents and investments totaled $101.9 million.[/color]
Evidently Gerald is creating some interest at Cavendish before tomorrow's "formal" presentation.
Just saying!!!
Twitter: @AmarantusBio .... 9,934 followers.
Another day closer to partnership news.
Quest Diagnostics?
Roche?
Novartis?
Pfizer?
China Bio?
When not if.
Twitter: @AmarantusBio .... 9,934 followers.
Note: Gerald presents at Cavendish tomorrow. Stay tuned.
Opens tomorrow above $5.00.
$100M in cash on hand.
Two drugs in the pipeline that could generate $1.1B in milestone payments plus royalties from Amgen and Astellas Pharma.
Substantially undervalued.
Potential takeover target in the $10.00 range.
Stay tuned.
All IMHO.
Good point about not being on the market's radar.
I would venture to say that 90% of the individuals that will own AMBS shares two years from now still haven't heard of the company and its products.
Twitter: @AmarantusBio .... 9,934 followers.
The only way it would make sense to spin off a "diagnostic" division would be if there is a development partnership for one of the orphan indications of MANF with a substantial upfront cash payment.
Possibly in the works?
Twitter: @AmarantusBio .... 9,934 followers.
It's obvious that the company is tying up the loose ends in preparation for a LymPro marketing partnership.
Stay tuned for news.
Twitter: @AmarantusBio .... 9,334 followers.
It's also quite possible that since Provista had no further use for the equipment and that even though Amarantus has no use for it that as part of the "deal" Amarantus agreed to "purchase" it. It may end up being sold for scrap or tossed in a dumpster.
Just saying!!!
Twitter: @AmarantusBio .... 9,334 followers.
Another day closer to a partnership for LymPro and for one or more of the orphan indications for MANF.
If you're not adding shares here you'll regret is very soon.
$AMBS is the most undervalued stock in the market. One p.r. could triple the share price. Pick your topic: Novartis? Quest Diagnostics? China Bio?
All IMHO.
p.s. Twitter: @AmarantusBio .... 9,334 followers.
Note: Gerald's presentation at Cavendish is at 11:30 a.m. on Wednesday. Share price should be above .10 by Friday.
Wednesday - May 7 - 11:30 A.M.
Gerald presents at Cavendish.
Twitter: @AmarantusBio .... 9,333 followers.
p.s. Buy a few shares today. Cheap shares will be gone soon.
Cavendish this week.
Would like to know what opportunities will be discussed with China Bio.
Interesting time to own AMBS shares. There a "smorgasbord" of potential catalysts in play here.
Wonder what day Christmas will arrive for the shareholders and what will be the gift that is unwrapped.
Twitter: @AmarantusBio .... 9,333 followers.
I still think one p.r. could double/triple the share price at any time. Even then it would still be below Napadano's .24 valuation.
Quest Diagnostics for LymPro makes the most sense. Johnson & Johnson could be a second choice.
Novartis for MANF for diabetes?
Twitter: @AmarantusBio .... 9,333 followers.
p.s. I still own 112,000 shares.
C.E.O.'s comments from BENEFIT-ALS conference call:
"We also know that this study did hit on pre-specified secondary analyses that are deemed important, clinically meaningful, and predictive of disease progression and survival. With that, we have great responsibilities, as well. We operate with great responsibilities across this program and as a company. Next week, we’ll talk financially. Cytokinetics has an earnings call scheduled for Tuesday, May 6, and at that time we’ll update on the financial metrics of the Company, our cash, number of months of forward burn, expected milestone payments, and other things that read on financial measures of the companies viability and sustainability and especially we are please that the other programs are advancing to key milestone as fully funded by our partner."
Stay tuned for news on Tuesday after the close.
Substantially more upside than downside at the current price.
All IMHO.
I own 12,000 shares at $4.51. I am content to hold them. Tuesday's conference call should offer some indication of the opportunities that lay ahead. I have no intention of selling here.
I believe that in six months or sooner the share price will be substantially higher. I think there is substantially more upside here than downside.
Fortunately I had no position in the stock when it took the major hit last week.
Good luck to you with whatever decision you make.
If you can stand the heat get out of the kitchen.
I suggest you sell before Tuesday's conference call.
Someone will buy your shares.
Have a great weekend!!!
If you can stand the heat get out of the kitchen.
I suggest you sell before Tuesday's conference call.
Have a great weekend!!!
I think it's going to be Quest Diagnostics - DGX - as the marketing partner for LymPro in the United States. It certainly makes the most sense.
Stay tuned for news.
Twitter: @AmarantusBio ... 9,934 followers.
66 more needed to hit 10,000. Remember to "retweet" the company's tweets.
Interesting to note that $CYTK has the equivalent of 65% of its market cap in cash on hand and milestone and royalty payments that could be seven times the current market cap.
It really is that undervalued.
Just saying!!!
p.s. Plus having the potential of a buyout offer at 2-3 times the current share price.
China's Coming Big Pharma Boom
http://www.fool.com/investing/general/2013/07/10/chinas-coming-big-pharma-boom.aspx
"The potential of China's pharmaceutical market is hardly a surprise. A report from China's Social Science Academic Press last year estimated that total Chinese pharmaceutical sales will exceed $350 billion by the year 2020. Already, China's the third largest market behind the U.S. and Japan and is expected to surpass its Asian neighbor for the No. 2 spot by 2015."
"Demographics play a big hand in why China's so valuable to big pharma firms. The country's population is aging quickly due to Beijing's one-child law, creating a sizable elderly class to come in future decades that will rely more on pharmaceuticals."
Shorts have three trading sessions to cover before the conference call.
Strong possibility that it opens $7.00 or higher on Wednesday.
SeekingAlpha article worth reading:
http://seekingalpha.com/article/2178873-cytokinetics-binary-failure-provides-solid-buying-opportunity
GLTA
Pfizer for LymPro or Novartis for MANF for diabetes.
Triples the share price.
"Patience is a virtue."
p.s. Hopefully you'll be happy that you didn't press the button.
Shorts need millions of shares.
Strong base building here.
New SeekingAlpha Article:
Cytokinetics Binary Failure Provides Solid Buying Opportunity
http://seekingalpha.com/article/2178873-cytokinetics-binary-failure-provides-solid-buying-opportunity
From the article:
Partnerships and related buyout scenario
Although the most significant drug has failed its primary endpoint, there are other products that offer significant monetary support for the company via partnerships. These partnerships in place could provide Cytokinetics over $1 billion if all the elements are achieved.
Of this $1 billion, the two drugs involved in these deals could earn Cytokinetics approximately $500 million associated with the preclinical milestone portion of the equation.
Because of the way one of its partnerships is structured, the logic exists for a buyout. The reason is pretty simple. The relationship with Amgen (AMGN) for its cardiac muscle drug, omecamtiv mecarbil, creates the opportunity for very large payments to flow Cytokinetics' way. Within this partnership, the company is eligible for up to $650 million in milestone and commercialization payments. Cytokinetics would also have an opportunity for royalty payments on future sales, while Amgen would be responsible for sales and marketing expenses along the way. Now that the market cap has been decimated to a mere $160 million or so, we think it's a good bet they would rather pay a few hundred million dollars for the entire company and simply buy out Cytokinetics. This is of course if Amgen felt it was possible for Cytokinetics to achieve any reasonable percentage of these milestone/commercialization payments. If Amgen offered half of what is potentially due Cytokinetics, which is about $325M, this would represent double the current Cytokinetics stock price while still relieving Amgen of paying potentially much more down the road.
Cytokinetics is currently engaged in a Phase II trial for omecamtiv mecarbil, known as COSMIC-HF, designed to evaluate the safety and efficacy of a novel cardiac muscle activator in patients with heart failure and left ventricular dysfunction.
In parallel, Cytokinetics has begun making preparations for the Phase I clinical trial of omecamtiv mecarbil, known as CY 1211. This trial is a single-center, placebo controlled, double-blind study comparing the pharmacokinetics of omecamtiv mecarbil between healthy Japanese and Caucasian volunteers.
Cytokinetics expects both the enrollment of patients in the expansion phase of COSMIC-HF, as well as the conduct of CY 1211 to be completed in 2014.
Another significant partnership that the company has is with Astellas Pharma Inc. Under the agreement, the company granted Astellas an exclusive license to co-develop and jointly commercialize CK-2127107. CK-2127107 is a skeletal muscle activator structurally distinct from tirasemtiv, for potential application in non-neuromuscular indications worldwide. Obviously, now that tirasemtiv has failed, it is good to know that it is structurally distinct.
Cytokinetics will be primarily in charge of the Phase I clinical trials and certain Phase II readiness activities for CK-2127107, while Astellas will be primarily responsible for the conduct of subsequent development and commercialization activities for the drug.
Based on the achievement of pre-specified criteria, Cytokinetics may receive over $250 million in milestone payments relating to the development and commercial launch of collaboration products, including up to $112 million in development and commercial launch milestones for CK-2127107. The company may also receive up to $200 million in payments for the achievement of pre-specified net sales milestones of all collaboration products under the Astellas agreement.
Anticipating a very positive conference call. Update on milestone payments and news about the progress of the drugs in the pipeline.
Current market cap: $160M versus potential milestone payments of over $1B plus royalties.
Expecting the share price to be above $6.00 on Wednesday. Better days ahead. :)
p.s. As was posted on Yahoo: "Shorting for pennies or buying for dollars."
GLTA
Key support is .06. If it breaks below .06 without news it will go to .048.
Not being negative just basing my expectations on previous trading patterns when there is a news void.
Just saying!!!
Twitter: @AmarantusBio .... 9,928 followers
p.s. Market is tiring of hearing about future catalysts that will move the share price.
This will move higher into Tuesday's earnings report and conference call.
The company has the potential of receiving $1 Billion plus royalties from Amgen and Astellas for two of the drugs in its pipeline.
The current market cap of $160M substantially undervalues the company. I wouldn't be surprised to see upgrades after Tuesday with BUY ratings and price targets in the double digits.
I expect the company will move BENEFIT-ALS into phase 3 trials.
GLTA
Agreed. This could be .25 on Friday. Know one knows if and when it might happen.
Imagine if the company announced a marketing partnership with Pfizer for LymPro. I think that type of news takes it to Napadano's .24 valuation.
Time will reveal all.
I still think that one p.r. could double/triple the share price at any time. There are many realistic catalysts that could accomplish this.
It was evident from the shareholder's conference call that the company is making progress in numerous areas. The question is which one will be the catalyst that moves the share price more in-line with Napadano's .24 valuation.
Positive news before Cavendish would be welcome.
GLTY
I know of several individuals that have sold recently. I tried to talk them into waiting until after the Cavendish Investor's Conference but they said they had better places to put the money currently.
They said they'd consider re-buying at a nickle.
Essentially Gerald indicated that there would be no news until mid-July.
When penny stocks are void of news they typically move lower.
I hope you can hold on until mid July if nothing new comes out of Cavendish.
Just saying!!!
It seems to me that the key support level is .06 which was the conversion price on the warrants. I think there are still about 85M shares that could convert at .04 from the debentures and the interest on the debentures.
It seems that if the share price drops below .06 that it's quite possible that it will go down to the .053 support level.
Let's hope that there is positive news soon. If there is no news until mid July I expect the share price will approach a nickle.
This is the reality of the situation unless there are substantive positive developments soon. Let's hope that Cavendish provides the shareholders with catalysts to move the share price higher.
GLTA
Twitter: @AmarantusBio .... 9,929 followers.
71 more needed to get to 10,000. Remember to "retweet" the company's tweets.
Yesterday's presentation was irrelevant in the short term.
Have a great day!!!
Once you get away from the board you realize how meaningless most of what is posted here actually is.
Until the company actually releases meaningful information what is posted here is irrelevant.
I apologize to everyone who spent time reading my posts which for the most part stated expectations that didn't happen.
I still think there is substantial upside here but knowing when it will occur is completely out of my realm of knowledge.
Just saying!!!
p.s. I still own 112,000 shares.
Bears are trying to steal shares from the weak hands.
This is substantially undervalued.
Add a few shares today. I just did.
Phase 3 trials are a virtual certainty.
Buy shares today.
Expecting $6.00-$7.00 by next Tuesday's conference call. Could be $8.00-$10.00 on Wednesday.
All IMHO.
"Patience is a virtue."
It's substantially undervalued here.
Needham:$15.00 Price Target - Buy Rating
Add a few shares before Tuesday's first quarter earnings report and conference call.
Potential $1 billion in milestone payments plus royalties from the company's other drugs.
Either Amgen or Astellas could make a buyout bid for the company at any time.
GLTA.
Expecting a continued move higher into next Tuesday's first quarter earnings report and conference call.
Shorts need millions of shares here.
Potential $1 Billion in milestone payments + royalties from Amgen and Astellas on the company's other drugs.
Cytokinetics to Host Investor Breakfast and Webcast Following Presentation of Results from BENEFIT-ALS
http://finance.yahoo.com/news/cytokinetics-host-investor-breakfast-webcast-113201033.html
I.R. says to listen to the webcast. Company's plan for moving forward will be discussed.
Needham: $15.00 Price Target - Buy Rating
p.s. Buy a few shares today. It's on-sale here.