Vericel Corp. (VCEL)

[realfast95]

My case on what to do with the money.

There was a rumor floating this week that SANOFI with the advising of Lazard is doing a bid for OPKO HEALTH $OPK
Dr Frost, the CEO of $OPK is 82 years old.

$OPK through the Frost Trust and 5.5% of it's own, controls 32.8% of $BCDA

$BCDA phase 3 trial results of CardiAMP, are due in the second half of 2018. They only have 2-3 Qtr's of cash left. No position to role the product out. I suppose $OPK or another bidder could.

CardiAMP is the competitor of $VCEL heart product IXCELL in which the FDA rejected without a phase 3.

$VCEL doesn't want to spend millions on a phase 3 study for the 6 minute walk, that failed to show a difference in Phase 2.
They have not closed the door completely on the Michigan site.

$VCEL with it's partnership with ICT included IXCELL.

Long time investors of $VCEL had hoped SANOFI would buy out the company.

So my deal:
Later this year after the $BCDA trial results are in, and good.
SANOFI buys $OPK and $BCDA and spins CardiAMP off to $VCEL

It's all feasible because a similar transaction transpired when $VCEL got Epicel and Carticel

The only wrench in this deal, is that Dr Frost, keeps buying shares of his own company $OPK, even this week. He can't do this with insider rules. Insiders of $BCDA have bought shares as well, but not since June.

I own shares of $VCEL and a little of $BCDA (pink sheets)