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Each analyst have their own TGT Price Projection model. $VCEL gave PJ "first rights" to upgrade their model. Most definitely other analysts that follow $VCEL will project their business model Tgt PPS.
More importantly PJ analyst knew beforehand exactly what $VCEL was presenting at the Presentation and the full impact for the "sum of changes" to $VCEL business model. PJ should have had the upgrade PPS tgt posted already.
Statistically when we set up such models we do have parameters that weigh in several factors. The main changes to the PJ model would be (1) COH available in 1H 2018, (2) Projected new MACI and Epicel surgeries scheduled for 1H2018, both actual and potential, (3) Financial Impact of ICT Partnership both in China, USA, and potentially other Asian countries such as South Korea.
So yes, the PJ analyst will need to make the upgrade like imminently.
hurley cruppers. There is a lot of speculation that PJ will raise the tgt PPS and perhaps post the new tgt on Fri.
Did Dominick Colangelo say at the PJ Presentation that ICT was on track for Dec 2017" ?
$VCEL RSI is a mere 58 at PPS $4.57 and MA(50) is $4.57, A lot of room for PPS to climb into the $5s
Very possible that ICT could use $VCEL to market their pipeline of products. That could be part of the Partnership terms if their were mutual benefits.
Yes most likely IMO also. IMO the most imminent driver for $VCEL PPS is ICT formalized Partnership. ICT has already built new manufacturing facilities in China specifically for $VCEL products. ICT wants the soonest DCM approval for both FDA USA and CFDA China.
IMO ICT will pursue approvals jointly with $VCEL for Ixcell-DCM in both the FDA USA and CFDA China.
Yes most definitely would be favorable for $VCEL regarding the possible FDA BLA approval for Ixcell-DCM.
Now that is a very good point that you are making.
These are different studies for (1) CLI and (2) Craniofacial reconstruction. These are not crossover studies for DCM.
The patient's bone marrow is used and bioreacted to form specific stem cells for the (1) CLI and (2) Craniofacial, both of which are different manufactured stemcells than for DCM. The 3 stem cells BLAs are different from each other and specific to the disease/therapy being treated.
So no IMO the clinical trials for (1) CLI and (2) Craniofacial will not help for the (3) DCM to change the FDA's decision about wanting a P3 for DCM.
hurley cruppers is there some reference that you could post for the crossover comparison?
Thxs
$VCEL MACI was first approved in UK and Europe before the FDA was shamed into approving in the USA.
FDA wanting Ixcell-DCM P3 is shameful IMO. Many more will die of heart failure that could have been saved had the FDA approved Ixcell-DCM in the USA.
The much more effective means is to use $ONCS EP+IL12 to create autologous antibiotics. For the BP that Partners with $ONCS this is a very promising R+D project.
Merck paid $9.5 bil for Cubist in 2014 which included $1.1 bil debt. Unfortunately antibiotics are quickly resolved by invading microbes. Several invading microbes today are superbugs so that many antibiotics are no longer effective.
We need to also consider the possibility that ICT will solicit China CFDA to approve $VCEL Ixcell-DCM in China using the USA P2B trial data which proved safety and efficacy.
Will there be a transcript?
I do not know as I did not have the opportunity to see the ending.
I thought the presentation was very well done. Investors are looking for update on ICT Partnership. IMO that happens in a few weeks during Dec. If the ICT update is as good, as we have been speculating, then PPS heads much higher.
It will always be there. The difference is that it will soon have the "Close Out Date"
29th Annual Piper Jaffray Healthcare
Nov 29, 2017 2:00 PM EST today
SCHH Is $0.1102 your prediction for the EOD?
Very impressive Presentation details.
Hopefully not. Looking for constructive answers to help new investors.
I can understand Apple Pay as a feature for Apple mobile devices. However to base an entire company as an APP feature would go up against Visa etc.
I am thinking that $ONCS IR have the wrong Patent Number for the 2nd Patent
which Patent relates?
chickpea598 is there something specific that you could elaborate on. I don't have the time today to do so. Thxs
That is the mystery. Is paying one's bill in a restaurant with an APP better than a Credit Card?
chickpea598 Something is up. The two Patents were good to see today. However does anyone want to comment on their value to $ONCS
$ELTP Power Hour coming up now. HOD is $0.1099
$ELTP new HOD $0.1099
China's aging population, due to birth limitation, is getting sicker and opioid addiction is running higher. If China wants to save their valuable "seniors", then they need new NDA/BLAs, from whatever source in the world.
Anybody's guess now. However the China CFDA approval possibility for SequestOx remains high for now thru 2018. It could happen anytime.
IMO NH "MAY" call a halt on the same day that $ELTP released a PR. What is IMO is that someone knows the PR that $ELTP is working on
China's approval to use "other"countries Clinical Trials NDA/BLA in Oct 2017 says much. Especially effective for FDA USA clinical trials, which means safety and efficacy IMO would be superior to the China ANDAs
Tmax nonsense would be just that in China, total nonsense since $ELTP's P3 SequestOx 163 person proved it without a doubt.
Could be China related also such as SequestOx approval for example.
$ELTP CRL clearance or Humanwell/PuraCap or SunGen Partnership related?
$ELTP MA(50) = $0.089. $ELTP new HOD is $0.092