It won't complete Phase 3 trials but it will give the company enough cash to get through interim results. By that time we will know a lot more about the company, If interim results are good GALE could be a $5-$10 stock and will have its choice at partners. If the trial is good then I don't see any more rounds of financing
Targeted Radiation Looks To Create And Grow Revenue [View article]
yogisteve, you make very good points and hopefully you are correct. But your reasons for continued growth are speculative and are based upon proper "execution". If you look back at Spectrum's sales for the last two years you can clearly see that Fusilev is loosing some momentum. I don't know that it will last but with generic competition and the company allowing for charge backs and discounts I think they might see that Fusilev could face challenges. I am not suggesting that the company will not grow, but I think the days of 40-50% Fusilev sales growth are over. The company needs Zevalin and needs to execute on the synergy between its three products and then it can continue to grow. But this article is not about Fusilev, nor is it a bear perspective, but there is a reason that Spectrum trades at 7.5 times earnings. The immediate short-term trend of this company is in question, but the long-term performance is most likely solid. Zevalin sales growth is required and who knows when or if it will happen.
NeoStem Awarded $1.2 Million Grant For VSEL Development [View article]
weissflog, those are excellent questions and no doubt on the minds of many investors, some of which on mine. I think those would be good questions to address in an article at a later time. Perhaps I could arrange a conversation with Robin Smith?
The two questions that really strike me as important are numbers 5) and 6).
5) I do believe that PCT will continue to grow and will prevent future financing. 100% sales growth is incredible. The company has IMUC, BAX, and SOTIO that are all in late stage trials, at least 700 patients between the three. All just recently began studies, and I doubt are fully enrolled, which means revenue should continue to climb. Also, the company did just recently sign SOTIO, don't count out more clients in the coming months. SOTIO is proof that one client can add substantial revenue. In regards to clients leaving PCT, I don't think it will be a problem, DNDN is living proof, and the company can use the experiences of DNDN as a good selling point.
6) BAX and NBS products are very similar, and BAX has already shown positive results in a large study on a cardiovascular disease. I expect the same for AMR-001. I suspect that NBS will provide some level of preliminary results as soon as possible. The stock should be much higher, and in time it will.
Bergerac, it is important for you to realize that this was not intended to provide an overview of the space, but rather a look at recent announcements.
The reason that these companies are talked about with oneanother is because they are all in the cell therapy space, and have similiarities, including valuation.
I understand and respect that you are CUR bull, but the risk/reward ratio to valuation and potential isn't even close. CUR is a preclinical phase company and its products are equal to NBS' VSEL Technology.
Then NBS also has manufacturing and a late stage clinical development segment. Plus take a look at the income statement and balance sheets of both companies.
NBS creates revenue and is closing the gap of losses. NBS operating cash flow was ($0.85) million compared to CUR's ($4.54) million last quarter. Keep in mind, NBS is much more active with a more complex business. Take a look, break it down, and compare the two. I used the words "conclude" and "best" because in my opinion it is the obvious truth.
3 Companies With Promising New Cancer Treatments [View article]
Yes I read it. It was a complete bear point-of-view that ignored all of the positives. GALE is a $100 million company, his points would be relevant if GALE was a $1 billlion company. All of the risks have been priced into the stock.
I believe I made a very clear case within the article as to why I feel NBS is the best investment choice in the sector. You are a long holder of CUR, I am a long holder of NBS; in the long run we will probably both do well with our respective choices. I write articles on companies that I own and fully disclose my position. You just seem to comment negatively on anything to do with companies not named Neuralstem.
In my opinion and from some technical indicators, I believe the current price to be a support level. I am accumulating currently because I believe that the positive data that has been recently released will trump any effects of the fiscal cliff talk. The pessimistic market sentiment I believe is hitting overvalued large cap stocks more than smaller companies. Only time will tell. Good luck with your portfolio.
5 Biotech Companies With Major Market-Moving Announcements To Start The Week [View article]
Jim Long, I agree with your assessment, and I think the most important factor moving forward is the investigation into the business practices of the company. I suspect that this could be a long and drawn out process, and until we know for sure what they are investigating and the outcome I don’t see investors being too bullish. It is undervalued compared to current fundamentals, but who knows what next year will be like.
5 Biotech Companies With Major Market-Moving Announcements To Start The Week [View article]
Acthar does have many indications but, like we’ve seen with Aetna, it is possible that not all insurance companies will support the many indications. However, the stock is undervalued, but I am not sure that it will trade to new highs, or back over $40 because of fear among investors. We simply don’t know what will become of the investigation. If it’s found that Questcor is in fact marketing the product in an illegal manner then it could be a huge blow to this company. Questcor needs to acquire or develop a pipeline with its cash position for security and to build shareholder confidence, in my opinion.
Stem Cell Companies For Consideration In 2013 [View article]
Galena Removes Financing Risk [View article]
Galena Removes Financing Risk [View article]
Galena Removes Financing Risk [View article]
Galena Removes Financing Risk [View article]
Targeted Radiation Looks To Create And Grow Revenue [View article]
NeoStem Awarded $1.2 Million Grant For VSEL Development [View article]
The two questions that really strike me as important are numbers 5) and 6).
5) I do believe that PCT will continue to grow and will prevent future financing. 100% sales growth is incredible. The company has IMUC, BAX, and SOTIO that are all in late stage trials, at least 700 patients between the three. All just recently began studies, and I doubt are fully enrolled, which means revenue should continue to climb. Also, the company did just recently sign SOTIO, don't count out more clients in the coming months. SOTIO is proof that one client can add substantial revenue. In regards to clients leaving PCT, I don't think it will be a problem, DNDN is living proof, and the company can use the experiences of DNDN as a good selling point.
6) BAX and NBS products are very similar, and BAX has already shown positive results in a large study on a cardiovascular disease. I expect the same for AMR-001. I suspect that NBS will provide some level of preliminary results as soon as possible. The stock should be much higher, and in time it will.
An Exciting Week In Cell Therapy [View article]
The reason that these companies are talked about with oneanother is because they are all in the cell therapy space, and have similiarities, including valuation.
I understand and respect that you are CUR bull, but the risk/reward ratio to valuation and potential isn't even close. CUR is a preclinical phase company and its products are equal to NBS' VSEL Technology.
Then NBS also has manufacturing and a late stage clinical development segment. Plus take a look at the income statement and balance sheets of both companies.
NBS creates revenue and is closing the gap of losses. NBS operating cash flow was ($0.85) million compared to CUR's ($4.54) million last quarter. Keep in mind, NBS is much more active with a more complex business. Take a look, break it down, and compare the two. I used the words "conclude" and "best" because in my opinion it is the obvious truth.
3 Companies With Promising New Cancer Treatments [View article]
An Exciting Week In Cell Therapy [View article]
An Exciting Week In Cell Therapy [View article]
5 Biotech Companies With Major Market-Moving Announcements To Start The Week [View article]
5 Biotech Companies With Major Market-Moving Announcements To Start The Week [View article]
5 Biotech Companies With Major Market-Moving Announcements To Start The Week [View article]
Galena Showing Similarities To ImmunoGen And Looks To Follow Its Path [View article]