StemCells Huge Tuesday Gain Is Only The Beginning In 2012 [View article]
In the interest of disclosure, I should say I own shares, but I was more making the point that ACTC is competing with STEM in terms of finding a therapeutic for the AMD market. STEM likely went up way too much with this one news break, and it will likely correct itself soon. After it corrects STEM will likely be a good investment, as any cell therapy company. I like these companies for their contribution to medicine as much as for their potential return.
StemCells Huge Tuesday Gain Is Only The Beginning In 2012 [View article]
It looks like Advanced Cell Technology (ACTC) is a little ahead of STEM with using stem cells to treat AMD. However, as their cell therapy is different, they are not the same bet as STEM.
High But Well-Managed Risk, This Company Is One To Watch Out For [View article]
Thanks for the interesting article. Regarding FY2012 I think you meant to say their revenue was 3.9 million and not billion. Biotime's sliding revenue, and ballooning operating cost, is of some concern. Michael West is quite a figure, he founded Geron, Advanced Cell Technology, and BioTime. However gifted West is as a scientist, the lacklaster performance (thus far) of all these companies does not inspire confidence. Of course, I believe in West's mission and these investments take time, one has to take the long picture and be somewhat idealistic. I hope biotime's performance improves!
2 Stem Cell Research Pioneers And Where They Are Today [View article]
The other common thread of ACT, Geron, and Biotime is they were all started by Michael West, who is a pioneer in regenerative medicine. Geron started around 1992, the same time as Osiris (OSIR), however, Osiris actually has some stem cell therapies approved on U.S. and international markets. I think they make a better comparison against Geron.
With Osiris Overvalued, NeoStem Is A Better Buy [View article]
Thanks for a good article, however, what do you make of the other products Osiris has in the pipeline? Like Neostem and the other players, Osiris is also in trials for cardiovascular, diabetes, and Crohn's. All of which are huge markets as well. Further, it appears the approvals in New Zealand and Canada will surely spread to all developed countries, increasing the market and sales considerably, any reasons why it wouldn't? All this seems to still point to Osiris being the best bet. Further, what do you consider a good valuation to income ratio? Google has a market value of 236B to 40B/year revenue, so that is 6 to 1. Seems like most other companies hover around 3-10x. Is Osiris really so over valued?
3 Brilliant Money Making Lessons From American Presidents [View article]
This is the most current article on CBAI. It has quarterly revenue of $1.5 million, but then only a $500K market cap? And loses about $100K a quarter? What is going on with this company?
Neostem A Chinese Takeover Candidate? [View article]
Thanks for a good article on the potential of Chinese biotechs. I wish you dropped more ticker symbols in there to give examples of the smaller biotechs with higher premiums. Also, it would be nice to see your China pics that may prosper once regulatory hurdles have been mitigated. Or is it that none of these companies are available on major exchanges?
Cardiovascular Cell Therapies To Put Pressure On U.S. Regulators [View article]
Nice article, thanks! Also, I think the right qualifier for Osiris's claim is that it has "the first manufactured stem cell product to gain approval". It is going to be interesting to see how much revenue Osiris gets from the recent approvals of Prochymal in Canada and New Zealand.
Osiris Therapeutics: An Old Stem Cell Biotech Coming Of Age [View article]
Thanks Cybercest, they look like a great stock, and do have good revenues. Though they don't seem to have had positive net income like OSIR, their revenue growth suggests they soon will. I will add them to my watch list.
Osiris Shows No Reason To Invest In Stem Cell Ideas [View article]
The company, as I understand it, is taking in revenues, of about $5 million a quarter, which surely offsets their burn rate. With the recent approvals from Canada and New Zealand, as well as approval into Medicare, their revenue will surely increase.
StemCells Huge Tuesday Gain Is Only The Beginning In 2012 [View article]
StemCells Huge Tuesday Gain Is Only The Beginning In 2012 [View article]
High But Well-Managed Risk, This Company Is One To Watch Out For [View article]
High But Well-Managed Risk, This Company Is One To Watch Out For [View article]
2 Stem Cell Research Pioneers And Where They Are Today [View article]
With Osiris Overvalued, NeoStem Is A Better Buy [View article]
3 Brilliant Money Making Lessons From American Presidents [View article]
Advanced Cell Technology's CEO Discusses Q2 2012 Results - Earnings Call Transcript [View article]
Neostem A Chinese Takeover Candidate? [View article]
Cardiovascular Cell Therapies To Put Pressure On U.S. Regulators [View article]
Osiris Therapeutics: An Old Stem Cell Biotech Coming Of Age [View article]
Osiris Shows No Reason To Invest In Stem Cell Ideas [View article]