Vericel Corp. (VCEL)

[aidenb8]

BIG NEWS between Q3 and Q4, we're rich.
I slept over the ixcell and the overall company valuation, and possible options of were we are, and ran a bunch of numbers in mind.
And:
- As of TODAY, This company can be easily be bought out now for 1-2.5B range. Means the fair value of each share IMO, is about 10x what it is trading today. Every single rich pharma would like to have this, yet this is not for sale, as board thinks they can make 10s of B in 5 to 10 years.

- Why there were no parters for ixcell, till now? There was, and everyone has seen the designation and reviews. Usually partners would like between 50 to 60%, for the few millions they throw in, and 2 years. Board certainly doesn't want to give away 50% their 20 years of work, and 100s of millions spent on it.

- What is the solution? Obviously, Nick has said he is looking for strategic partners. If there is a reasonable offer, why not go with it. Yet, there is 1 great solution to this and he can deploy after Q3, or shortly after Q4. And I believe that is why they are creating a line up for partners, only as a backup plan. It is not what you are thinking to make patient pay for it. It's a beautiful and cheap solution, without dilution, but requires preparation, and that's why Nick is focused on generating number.

I finally cracked it.

And I'm not going to spell it out, and you don't either. Keep it in your heart, and smile to all the ups and downs of the PPS.

$VCEL is GREAT.