Pluristem Therapeutics Inc (PSTI)

[n3m3sis]

Scott,

The thing that worries me most from the 10Q is that they are saying they do not expect to sell anything in the next 12 months.
Now either they are being conservative with their estimate, as I believe PLX R18 will be sold this year to the US Gov, or they know something we dont and are not telling us. If they are being conservative it can only be to give the company profile (and pps) a big lift when a stockpiling contract is announced as it surely would, together with the other nations that would also want the ARS product as soon as the US Gov buy it.
The situation with North Korea will accelerate that if tensions get any higher, I think.

Money to run until 4Q 2019 is fine.... a lot can happen in that time period.

The other thing I took from the latest 10Q was:-

a) The expectation of revenues from licensing of PSTI assests.
b) The increased talk of licensing period, with only one mention of going it alone.

Pluristem seem to be coming to the conclusion, that in order to progress on as many front for as many indications that they are targeting they will have to do a licensing deal or deals. They need to get at least one product out there.

The language contained in the 10Q shows a clear realisation of this, therefore I wait to see exactly what action they will take, as regards licensing/partnering out PSTI technology in order to achieve a saleable product and further revenue.

Just my honest opinion.

GLTA