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  • Revisiting 2 Small Cap Biotech Gems [View article]
    Bret,

    You're such a *ick. hahahaha.
    Mar 25, 2015. 11:12 AM | 1 Like Like |Link to Comment
  • Revisiting 2 Small Cap Biotech Gems [View article]
    Peter,

    You don't buy all of them, which would incur 90% failure. You do your DD--hopefully have a rudimentary understanding of the technology--which increases your chances of success. You can't do that at the casino because odds are ALWAYS against you.

    For instance, if you bet on Johnson and Johnson, your odds are much greater that you will make profit Y/Y than if you bet on a cash strapped microcap biotech.

    In other words, you can material affect your odds by using your brain. In a casino, not so much. In fact, not at all.

    Index is much safer, indeed, but you jumped into a shark tank with a goldfish bowl mentality. You can't do that and make logical sense of the environment.
    Mar 25, 2015. 11:10 AM | Likes Like |Link to Comment
  • Time To Sell Advanced Cell Technology And Buy StemCells, Inc. [View article]
    Link the patent if you can, please.

    How long before they start Phase I? You know, that's going to take a few years?
    Mar 24, 2015. 02:38 PM | Likes Like |Link to Comment
  • Ocata Therapeutics To Trade On Nasdaq Global Market: Can The Bulls Finally Rejoice? [View article]
    Taco,

    Indeed, as dry AMD is a precursor to wet. I don't know if Wet AMD technology could be applied to dry without another trial, however. The deal is that it wouldn't matter in the longer run since dry AMD therapy would prevent wet AMD.
    Mar 24, 2015. 02:37 PM | Likes Like |Link to Comment
  • Time To Sell Advanced Cell Technology And Buy StemCells, Inc. [View article]
    I believe the reason is that Ocata holds the patent for that technique, so they would have to license it. Maybe Ocata said no to any licensing and the only recourse is matrix?

    Works = embedded, stayed embedded, and survived for 4+ years in the cohorts.
    Mar 24, 2015. 02:05 PM | Likes Like |Link to Comment
  • Ocata Therapeutics To Trade On Nasdaq Global Market: Can The Bulls Finally Rejoice? [View article]
    The terms were not given, so we'll have to wait for the SEC release. I would guess that the license doesn't cost them anything until they actually use it to commercialize something. They can experiment with it all they want. They just can't profit from it. Companies do that all of the time.

    It's all going to be in vain if they can't get funding.
    Mar 24, 2015. 01:17 PM | Likes Like |Link to Comment
  • Revisiting 2 Small Cap Biotech Gems [View article]
    Thanks for that. Makes sense when you're navigating a mine field where most of teh mines are high explosive, and a few are filled with gold dust.
    Mar 24, 2015. 01:11 PM | Likes Like |Link to Comment
  • Revisiting 2 Small Cap Biotech Gems [View article]
    Bret,

    Done that :)
    Mar 24, 2015. 01:10 PM | Likes Like |Link to Comment
  • Ocata Therapeutics To Trade On Nasdaq Global Market: Can The Bulls Finally Rejoice? [View article]
    "In our hands, the iPSCs we are generating are comparable to our embryonic stem cells in those features required for use in potential human therapies.” (From the press release)

    Does this mean they will move to these cells for AMD?
    Mar 24, 2015. 01:09 PM | Likes Like |Link to Comment
  • Revisiting 2 Small Cap Biotech Gems [View article]
    If it's looking good on no news, make sure you take profits, because if it's going up on no news, it's coming down.
    Mar 24, 2015. 01:00 PM | Likes Like |Link to Comment
  • Revisiting 2 Small Cap Biotech Gems [View article]
    Also wanted to add to your list calculating capital gains vs income tax. Another variable that causes stress: Do you hold for another month for capital gains, with a possible pullback, or take profits as income tax?
    Mar 24, 2015. 12:49 PM | Likes Like |Link to Comment
  • Time To Sell Advanced Cell Technology And Buy StemCells, Inc. [View article]
    I think you're referring to Pfizer with the membrane?

    It's a cause for concern, since Pfizer is just now going to start Phase I trials in AMD, however with only 10 subjects. They are going to use embryonic cells, though. The way I understand what OCAT is licensing from Allelle is technology to use nonEmbryonic cells. That's not OCAT's focus. They want to use it to expand their non-embryonic portfolio.

    Allele Ocat License: http://bit.ly/1DU5Ed6

    Pfizer trial: http://1.usa.gov/1Ot0yaR

    However, OCAT as already demonstrated that the cells work to embed in Phase I, and since that is patented, but from Pfizer's perspective, unproven, Pfizer needed another route, so I'm not concerned about membrane vs OCATA methods of embedding--and OCATA has years of cohorts behind them that show embedding is still intact with no problems in that area.

    Pfizer thinks their membrane will work, while OCAT has already established their own approach works--or they would not be going to Phase II. Remember too that Pfizer has had Phase I approval wince 2012, yet have not started any AMD trials, yet. Just because it has a new start date doesn't mean they will start it.
    Mar 24, 2015. 12:18 PM | Likes Like |Link to Comment
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    I think you're correct. Wotton better have something cooking funding-wise because LPA dilution isn't going to fund a company licensing patents and hiring all sorts of new people, etc.
    Mar 24, 2015. 12:08 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    Read my comment on this in the OCAT uplist to NASDAQ article. Same sentiment. Basically, I thought OCAT was suppose to do the licensing with its methodologically powerful IP.
    Mar 24, 2015. 12:05 PM | Likes Like |Link to Comment
  • Revisiting 2 Small Cap Biotech Gems [View article]
    It's all true what you just said. It's like navigating a mine field with a knife.

    But you didn't answer the question. What time frame do you have in mind when you take a position in these types of bio? For instance, if it's 3 years, and the stock goes up 40% in the last three months of that time period, you'd be better off in the S&P index compounding 10% Y/Y.

    So that's why I was asking what yuor time frame was.
    Mar 24, 2015. 12:04 PM | Likes Like |Link to Comment
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