Excellent News.

3(!)-month non-inferiority study with 8-week efficacy endpoint. I expect results after 3 months at earliest. So end of November/beginning of December.

$2.75

Piper Sandler PT $35

Piper Sandler analyst Edward Tenthoff initiates coverage on Capricor Therapeutics (NASDAQ: $CAPR) with an Overweight rating and a price target of $35.00.

The analyst comments: "Capricor is developing deramiocel (CAP-1002) to treat cardiomyopathy in Duchenne Muscular Dystrophy (DMD) boys. In the Phase II HOPE-2 trial (N=20), deramiocel slowed LVEF decline by 107% vs. placebo at 12 months. (p=0.002) At World Muscle Society, HOPE-2 OLE data showed deramiocel achieved an 8.1 point improvement in median LVEF and 11.0ml/m2 benefit in median End Systolic Volume vs. external controls at 2 years with benefit maintained out to 3 years. Capricor has begun the rolling BLA submission, and deramiocel could gain FDA approval for DMD cardiomyopathy in 2H:25. Deramiocel is partnered globally with Nippon Shinyaku with Capricor retaining 30-50% of potential blockbuster revenues, plus up to $1.5 billion in milestones. Capricor recently issued 5.1 million shares at $17 raising gross proceeds of $86 million, bringing pro forma cash to ~ $198 million excluding 3Q:24 burn."

$12? Never. $17 is the new floor IMO.

What a beautiful Dragonfly Doji. Bullish.

All time low? And this with EU and UK approval. Management is inept. Massive dilution coming.

Hey Robo, for a while I was annoyed by your postings, now I have to laugh about it. You've obviously gone mad. The long wait has driven you crazy. Somehow I even understand you, if we don't hear anything really important from NWBO until mid-2025, I'll probably feel the same as you.

100% BS. As usual.

Unfortunately, not a word about the pink elephant in the room. The upcoming financing. I have enquired via Zoom but have not yet received a reply. I think they are in negotiations, as Thermo has indicated. I hope the dilution will be small. The PPS indicates a financing around $6.

What a great buying opportunity. I bought on Friday and plan to buy tomorrow. OTLK virtually derisked IMO.

I am pretty sure this was recorded before the Sept. 4th announcement. We’ll get the revised September company presentation soon.

5B

Thanks Thermo. Very interesting. Always appreciate your posts.

Plan C. Shouldn’t this be a smaller capital raise if catalysts like FDA filing and first EU sales are coming up in the first half 2025. Assuming of course that Norse 8 is successful. Maybe 5M shares including 5M warrants?

What surprises me is that Russ Trenary was actually very confident at both the quarterly CC and the HC Wainwright event that OTLK would be fully funded by the end of 2025.

I like your optimism. But we don't even have the results of Norse 8 yet, let alone FDA approval. Furthermore, a price of $500 per injection in Europe is completely unrealistic. Take a look at the European prices of the competitors in the OTLK presentation. A maximum of $300 in Europe is realistic.
My best case scenario: 67% of off label Bavi injections (6.3m x 0.67 = 4.22m) at $400 (USA: $500, Europe: $300) per injections results in annual sales of $1.7B.

OTLK is a one trick pony therefore a multiple of 3. So a MC of $5.1B, means a PPS of $127.5 with O/S of 40M.
Hopefully no major capital increase will be necessary in 1Q 2025, as indicated by Thermo.

If all goes well, we will see a BO at $4B IMO.

LC = Nemesis = Inquirig

I am very curious to see who the licensee for Europe will be.

Let us note: Inquirig = Nemesis = LC. It’s one POS, not three.

That’s the problem when you forget to change your aliases.

Bla bla bla. Deep BS. As usual.

Nemo. Even a very good lawyer can't help you with your post# 711123. They have you by the balls.

Too late. You are diggin your own grave. Ask Poor Man.

Post# 711123 was not a good idea. You went too far.

Me too.

This post should be reported to NWBO. It is false information that could damage the share price. In my opinion, NWBO should take legal action here.

Anything under $10 is probably a bargain.

Thermo, do you have a target price for OTLK? Thank you.

What an idiot you are.

Excellent article from the German Ärzteblatt concerning the CATT study.

Avastin and Lucentis are equivalent in wet AMD.

https://www.aerzteblatt.de/nachrichten/45618/US-Studie_Avastin_und_Lucentis_offenbar_gleichwertig.htm

How do you arrive at a 75% profit margin?

100% BS. As usual.

Scotty, buy all you can. Thank me later.

I know my base scenario is pretty conservative.

My base case for LYTENAVA.

Injections off label: 2.8M (Europe) + 3.5M (USA) = 6.3M

Market share: 33% (conservative) = 2.079M

Average Price: $400 means sales $831.6M

Market Cap: 831.6*4 (conservative multiple) = $3.326,4M

FD Shares: 40M (Thermo 800-850 before R/S)

My target price/PPS: $83

OTLK is a potential tenbagger IMO

Great find. Thank you.

BS. You are a moron. And a huge one.

The funniest post of the day. Without a doubt. You are a moron. Also without a doubt.

Thanks Thermo.

Your calculation is plausible. Termo's sales estimate of $500M seems rather conservative to me based on Russ Trenary's statements.