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My bad the word for 28 day death/survival is MORTALITY not morality.
Kidney doc friend says 28 day morality is the key for approval. My father in laws doc friend looked at the trial set up for the cardiac surgery and said that 28 day morality was not the primary endpoint. How can we expect a FDA approval next year like car100 said? All the European usage involves saving lives does it not? The FDA trial is primarily about kidney function and injury with the death part being secondary. The doc is interested to see if the filter makes a difference however. The talk of approval next year and $80 to $100 sounds a little hopeful to me. I got sucked in with this talk around $14 and here we are under $11. The important part of of treating the really sick people is the difference in 28 day morality and I would tend to agree with the doc's statement. The good news is that we appear to be well out in front of all the other filter companies, the bad news is the trial just started months ago so a 4 to 5 year window is more reasonable to get full approval with all the follow up and what have you. My opinion influenced by an educated opinion.
You say additionally and mention the cardiac treatment. I thought this was the refresh 2 FDA study. If we are a sepsis company first why arent we stepping up and showing the FDA how we reduce deaths in sepsis? I will send the doc your words but I don't want to burden him to much with extra work. He has already done more research for then I would have expected. He did say that EDTXF is in the middle of a advanced discussion with the FDA where they did a phase 3 trial and got an approval for special use or compassionate usage right here in the US. He also said that he wonders how the effectiveness of the Cytosorb filter is measured. He said spectrel has a small test that goes with the filter so doctors know when to use and when to stop. The difference in the share price is really hard to understand at least for me. Cheers for the back and forth Orange!
Thanks Orange. I will say that so far he has more or less called it right though. I still have much more invested in the CTSO portfolio and only a little bit in the EDTFX portfolio. I like the EDTFX idea mostly because it seems really really cheap trading just over 20 cents compared to $11. Do you know anything about them? I'm curious why the kidney doc said he liked some of the data he read on them. He said they are making advancements with the FDA and that they were approved for special use situations.
Glad I sold my half my position. Will ride this out until I get back to break even on my remaining 50%. I will suggest today's loss is market related so we will hopefully see a nice pop tomorrow. I own a small amount of EDTXF and it went up a little bit today. Kidney doc suggested it as an option for blood filter stock if that is where I want to focus. Just a little so let's see if the doc is right. He claims they have some interesting data. Anyone offer an opinion on this?
You people don't read very well. First confusing my father in-law with his kidney doc friend and now my questions about it going to $15. I asked about a few years years back, more then a couple which would be 24 months. I see the recent move, but why did it cruise to $15 a few years ago so quickly? I would like to see a repeat of that amazing ride!
It actaully went over $15 a few years back on a rocket like move according to the charts. Can someone explain why it went up so much so fast before. Coyuld this happen again? IHS!!
Never nice to gloat in someone's misfortune. I still have half of my portfolio of CTSO and fingers crossed that the remaining 50% will make enough to cover my loss on the first 50%. I do remember alot of people here really talking thuis stock up when it hit $15. My father in-law's friend did warn me about people hyping stocks to make money and cause other's to lose.
What is a pearsby? Is this a person that buys two stocks with one being short and the other long? I have been called this many times now. I do not know how to short a stock and only bought CTSO in hopes of it moving higher, not lower!
Thanks Cat for your commentary. My father in-law is NOT a kdney doc. his good friend is. I have asked about the very concern that the kidney doc has in regards to the lack of RCTs, or randomized control trials to prove up how we work and where we work best. This concept of we do everything with single case study backing is not going to take up to the promise land according to the kid-doc. I have sold half at a loss and continue to be disappointed by many of you that called for such lofty share prices and all before the end of 2018. The n
Talk of $50 and $70 prices per one stock have all dried up. When I bought this around $14, the story was that it would easily go to $20 and many had way higher predictions. WTF is going on here now? I feel like I was duped by some kind of hype. When does this turn around and get back to $15?
How can it not be a valid question? When something is used as an adjunctive treatment the efficacy of the add-on is impossible to measure. This is what the kidney doc said. I was to embarrassed to ask questions as my future father in-law has already balled me out for buying CTSO. He had told me to invest and now he says always invest in something with earnings and a divident. Is the refresh 2 a sepsis trial or a cardiac and kidney trial?
How do we know it works? This the exact question posed by my future father in-laws kidney doctor friend. Are there real unbiased trials that show evidence of the difference the filter makes between life and death. Kidney doc says the current trail does not even have a mortality primary endpoint. Is he right?
Is my father in-law's friend right? I am now approaching a 10% loss on this stock and the only person that answers me is Orangecat. The kidney doc or nephrologist, claims that more clinical data is required in a random trial. They HAVE approval in Europe. How can they need more proof with 50 thousand filter sessions? This is money for a house for me and the 10% loss is really getting me down! I would like some educated thoughts on weather this needs more medical science backing in order to get to $20, which was my target.
It doesn't really matter and likely the answer would be no. This US Refresh Cardiac trial with a kidney damage primary endpoint could and hopefully will put us on the medical map! As stated previously our lagging value is solely to be attributed to a lack of clinical data from such randomized control trials. Refresh 2 will go a long way towards fixing this inadequacy. Anyone know where we are with the Cyto XL next gen filter? Did Chanie make mention of this today at Canter? Do keep in mind that the medical community is not really impressed in single selection case studies. My kidney contact tells paw in-law he doesn't like this type of medical advertising. For what it's worth...ONWARDS with Refresh 2 !!!
Market loving the Chan update!
We are up a half dollar right now! Exciting stuff and looks like we are now presenting in Paris as well. In my opinion it is a lack of strong and meaningful clinical data by way of RCTs that is holding this back. The advancement of Refresh 2 could help to change this as could a US Sepsis Trial as that is where the real unmet medical need screams for help. Yes regain control and show the medical community hard efficacy numbers and we have a long term winner. I am down on my investment and the words I share come from a kidney specialist and friend of my future father in-law. Amp up the clinical side Chanie and sooner rather than later.
Rats! are you f'n serious. We've been used on about 50 thousand humans around the globe. Why would anyone mention a rat? My average is around $14 a stock. Let's get this going the right direction again please and thank you!
I might be kind of new to this but it sure does suck to lose money. My fiance and I took a mini break from work and spent a little more than we wanted to, the fact I am now losing money here to stinks! I hope the data starts to flow from the refresh 2 sepsis trial so I can see my investment go back into positive territory.
Is the selloff related to insider option selling? I have noticed that 20,000 were cashed in at $14 last week. Is this enough to weaken the markets convictions?
Im actually down a little bit on this now. Does anyone think it will go back up today or Monday?
Given it's security in Europe do to the safety and known effectiveness of the treatment, what would you say is the greatest potential threat to the current levels? My humble opinion would say that the FDA process is not even baked into the current value or is it?
Thanks I figured you were a senior executive of some sort. I will guess you make about a buck fifty which would put you're holding at a substantial level. I like to follow the smart and more importantly educated money, I will continue to be constructive on this name. Hey Orangecat, don not fret to much as we are only down a couple % points and still very much within striking range of the 52wk high!
Super reply and explanation Orange. It is easy to see how you reached moderator status on this stock. Your knowledge is impressive, how long have you held the stock and do you mind sharing your position or at least a rough idea? Does anyone think that Fresenius could come along and buy us out at a premium from current levels?
Thanks for posting the conference article. Chan spoke of a variety of cartridges required pending the type of treatment, how and when do the doctors know when to stop the addition of extra filters? Is it a simple blood test that measures the cytokines or is it some other test? If it is a proprietary test, do we have the product or rights to it to enhance our position and add even more revenue?
Is there any reason to believe this blood filter treatment will rebound back to close to where it was a few years back? I am a CTSO owner and soon to be AEMD. I could get about 6000 of these shares compared to 1500 AEMD. Can someone advise which would be the better gamble on a $1500 plunge?
Hi Andy, I think we now have a high of $14.95, so pleased with performance of CTSO thus far. I am going to start a small position here and look forward to conversing back and forth and learning about AEMD. It would seem AEMD is more focussed on some of the smaller markets and doesn't have the broad capacity that CTSO does. I am fine with that given the share price is a fraction of CTSO. Hoping to hedge my bet on the blood treatment market. Best of luck to all here!
That was a classy message Mike.....good on you mate! I'm not in that league, but you can certainly count on me supporting a local charity if we were to see 200%! Next week would be a great time to hit the market with some good news given all eyes will be on the battle against sepsis. I may buy a small number od AEMD just to diversify a touch. I have about $1500 available so 1500 shares of AEMD might be a good fit. Best of luck to all!
World Sepsis Day 2018! Last year we were pretty active in this celebration of awareness. Has anyone seen an agenda for their participation for 2018? We could see a nice bump if word gets out about our trial and continued success in Europe and ROW.
A basket of filters approach? Do you guys all just own CTSO or do some of you own other filter stocks? Is it wise to just own what appears to be the leader in filter sector?
CTSO along with AEMD and TTOO are the stocks I watch for my filtration interest. Orange you have mentioned Spectrel in your last two posts, are they private or do they trade here in the US? Are any of the above companys a threat to our market share?
Thanks Orangecat! Are we close to selling the new XL filter? Will we have to run a clinical trial in hospitals like we did with the first generation of Cytosorb? It seems from what I have read the cytokine storm is the worst for sepsis patients. How does the doctor know when to start using the filter and when to take the filter off the patient? Does a special blood test that tell us exactly where the cytokine level is at? If it dips at all I will look to add to my rather small starting number of stocks. Thanks for the help and lets look for another strong week of stock trading.
Hey guys, some good points being made. I followed the link for the pipeline of CTSO and realised that they do not list Cytosorb as being used for sepsis and instead show Cytsorb XL as the sepsis therapy. Maybe some of the delay is getting this XL product brought up to speed so the FDA can slap a gold stamp on the XL for sepsis opening up a huge US market? Just thinking out loud. Does anyone here know the big advantages of the new and improved XL Cytosorb filter?
What area of care offers us the biggest chance to really surge into that $50 to $60 a share category? Will in come in Car-t, sepsis, trauma situations or something else? Do you guys think we will eventually do more revenue in the US than all other parts of the world? Thanks for taking my question and thanks for all the info. I don't get all of it including the Novartis deal talk.
my screen shows a close of $14.50 and we went as high s $14.95 today which was exciting for me to see! Thank you and I have read up on options and exercising.
New insider buying at $3.45? Can someone explain the benficial ownership change report. It looks like they bought stock at $3.45 and then disposed of it at $13. How can they buy the stock so cheap when it hasnt gone below $10?
Does the deal with Hong Kong group totally open up the Chinese market for CTSO? Is this not the biggest potential news the company ever put out? What am I missing about the 1.5 billion person market Hong Kong has access to?
Feels like getting in on the ground floor! The article mentioned a whole bunch of other products that could add to the companys revenue stream. Are we potentially close to having more then just cytosorb add to our top and bottom lines? Also was curious about which of the analysts have increased their target price to a strong buy. I am interested and kind of excited about the opportunity but am not at all a person that knows a lot about medical drugs or medical devices. Best of luck to all the other investors!