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candooman

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  • Axion Power's IPO Crash: An Opportunity To Buy? [View article]
    A/C is needed by the controls and inverter circuit not by the battery. This is true for the CUBE but not for trucks and cars since they use DC power not AC.
    Nov 10, 2014. 10:40 AM | 3 Likes Like |Link to Comment
  • Advanced Cell Technology Is Scaling Up Its Blood Program [View article]
    I have been wondering how long after the peer reviewed paper on platelets was publish last week before a SA author would write about it. Thanks Biocell for writing a very good article.

    This is a many times bigger pie than AMD and SMD and There is a high probability its development will be funded by the Defense Department or Homeland Security to the tune of many millions of dollars. If they do, then there will be no dilution, a big gain for ACTC. Some big pharma, seeing the potential, may buy ACTC (I hope not) -- before our government offers funding.

    I do not expect anything will happen until perhaps the beginning of the 2015 when the new CCO's work will bear fruit. In the meantime, Management can give us a clue at the Nov 12 Shareholder's Meeting.
    Oct 27, 2014. 12:19 PM | Likes Like |Link to Comment
  • New commercial chief at Advanced Cell Tech [View news story]
    Wotton certainly sees the high potential and wants to move forward - now!

    I'm long ACTC too.
    Oct 21, 2014. 10:25 AM | 2 Likes Like |Link to Comment
  • New commercial chief at Advanced Cell Tech [View news story]
    And with military support, they will finance the effort and be non dilutive. ACTC will still need a tie up with big pharma for the marketing and distribution of the product, perhaps, even the manufacture. ACTC is a very small company and does not have the resources and expertise in this area. The one possible drawback with seeking military funding is the availability of funds. The Defense Dept has funds for this kind of effort but the question is, hare there any left to spend?
    Oct 21, 2014. 10:22 AM | Likes Like |Link to Comment
  • New commercial chief at Advanced Cell Tech [View news story]
    The only thing they did with the iPS cells is strip it of the gene that causes rejection. Otherwise, all normal functions are left intact to do what it normally does. What is not clear to me is what was the original source of the iPS cells which are adult cells. Did ACTC have to differentiate it to become a platelet? This could require a trial to make sure it stays as a platelet and nothing more.

    The previous ACTC Management mentioned that they were shelving this project until they get the AMD and SMD approved so they will have money to spend on this platelet and other things on their plate. On the other hand, current management I believe, want to get this platelet line developed now. To do this, they need an experienced hand who can lead the effort which will be quite considerable. One which will require considerable time and effort is making a deal with a pharma company big that has world wide operations is needed. The partnership will require the big pharma company to pay for the trials. The deal could be made non-dilutive if ACTC gives a license to sell the platelets on an exclusive basis for say ten years after FDA approval. I am just laying out one scenario and there will be many. Hence, the hiring of this Commercial VP. This is my take.
    Oct 21, 2014. 10:11 AM | Likes Like |Link to Comment
  • New commercial chief at Advanced Cell Tech [View news story]
    Here is a quote from ACTC's press release:


    "Platelets play a critical role in stimulating clot formation, repair of vascular injury and wound healing. The current supply of platelets is limited due to their short five (5) day storage time."
    Oct 20, 2014. 03:05 PM | 1 Like Like |Link to Comment
  • New commercial chief at Advanced Cell Tech [View news story]
    The CEO is thinking big, really big. The impact of getting off a Universal Platelet on ACTC will be hugh. I do not know how long it will take to get FDA approval but since it is only a platelet, meaning, it is for supporting life, not rebulding cells or fighting disease, it could be much shorter approval process. ACTC will need a big pharma partner who has a well established distribution and commercial network --- worldwide. Universal palatelet will replace normal blood platelets which require blood donors who are different types, can carry diseases like HIV, Hepatitis A/C, etc. Unlike normal blood platelet which spoils after 5 days, this one has no limits, great for battlefield hospital use..... including in disasters. This is where this Commercialization guy comes in. He has a big job ahead of him.

    http://yhoo.it/1wrcBgd

    I am waiting for Seeking Alpha contributors to issue a writeup on this.
    Oct 20, 2014. 12:43 PM | 3 Likes Like |Link to Comment
  • Advanced Cell Technology Has Groundbreaking Results [View article]
    Universal Platelet. This is going to be a hugh business once approved by the FDA..... will dwarf SMD and AMD business. Unlike SMD and AMD which are one time treatment for individuals, platelets are always needed in clinics, hospitals, b y military medics, etc., to treat people who need blood transfusion.

    http://yhoo.it/1wrcBgd

    The need for a universal platelets is world wide. This is the kind of business that ACTC will need a big established pharma partner.

    Any opinion on this?
    Oct 20, 2014. 10:41 AM | 1 Like Like |Link to Comment
  • Advanced Cell Technology Has Groundbreaking Results [View article]
    News today on iPS cells based blood plasma created by ACTC will bring in income that is several fold bigger than SMD and AMD. Hundreds of Millions of sick people around the world need a universal germ/bacteria/virus free blood plasma that has a very long shelf life to survive treatments. This is the one product that could propel ACTC shares to reach over $100.
    Oct 17, 2014. 10:29 PM | 2 Likes Like |Link to Comment
  • Advanced Cell Technology Has Groundbreaking Results [View article]
    If I heard it right, AMD is 50 patients not 30.

    I think the reason for getting more SMD patients is because they are younger (some are only in their teens when they get it) and hence, cells will take better engraftment. Keep in mind ACTC asked the FDA for approval of Ph 1b which targets younger patients. Their experience with the older patients perhaps showed that they could possibly get much better results with younger patients. I was expecting them to say something about this during the CC but they did not. The SMD patient interviewed on NPR said he had great results.
    Oct 16, 2014. 01:44 PM | 1 Like Like |Link to Comment
  • RPE cells safety data published online in The Lancet [View news story]
    WOW! Thanks for sharing. Looks like the patients are getting close to normal vision. This is remarkable. One question though. Only one eye get the treatment. Now that the vision improvement on one eye is remarkable, what are the researchers/ACTC plans with the other eye? I know they need to leave the untreated eye as reference, but we also know they continue to deteriorate. How much longer are they going to wait until they treat it?
    Oct 15, 2014. 10:44 PM | Likes Like |Link to Comment
  • Advanced Cell Technology Has Groundbreaking Results [View article]
    You can find more information here than from the CC this afternoon.

    http://bit.ly/11nVdNL?cmpid=RSS|NSNS|2012-G...
    Oct 15, 2014. 09:15 PM | 1 Like Like |Link to Comment
  • Advanced Cell Technology Has Groundbreaking Results [View article]
    The conference call was the same as the press release, with a little bit more information, delivered without passion in their voices. Very disappointing. The trial showed good results, confirming what many have speculated. But the presentation was so dry. Unless you have been following the trials progress these past 3 years, it does not sound like there is a bright future for the company. They seem to be so afraid of making forward looking statements. I am afraid the pps will be going south.

    However, when looked at in a rational way, the business should be good. As a minimum, the treatment arrests the progress of AMD and SMD. Because there is no treatment available, on stopping the disease progress alone, the process can be approved by the FDA, especially since 2/3 rds of the patients showed improvement in their vision. In Phase 2, with all patients to be treated with the higher dosage (150,000 cells or more depending on the results of the 200K dosage) it is likely the results will be the restoration of vision good enough "to ride on a horse" and see where one is going. [This is what was missing on the CC, details on who got better vision, the dosage and over what period of time. They just said it was safe and implied that the FDA gave them approval to proceed to Ph 2. Did they expect us to get a copy of the Lancet and read the article ourselves?]

    I hope someone who has access to the Lancet will read it and provide us with a trial result summary. I have high hopes on cell cures so I am holding on to my shares. In baseball parlance, ACTC Management opted to bunt today and made no attempt to make a hit.
    Oct 15, 2014. 07:40 PM | 1 Like Like |Link to Comment
  • Advanced Cell Technology Has Groundbreaking Results [View article]
    This is a disappointment. Second announcement and no Q & A. .... and little specifics on the trial results, just broad statements. They mentioned that they will be making presentations.... I hope there will be Q&A at that time.

    The Ph 2 timelines for SMD and AMD seem to be stretched relative to what they already know from Ph 1/2. I am afraid competitors are going to catch up and pass them.
    Oct 15, 2014. 04:55 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    This is a big BS article from Esekla. Stopping deterioration of the eyes is a big deal. The untreated eye continued to deteriorate. But it is more than that. The patients can see to 4 levels in the eye chart .... from none. As Dr Lanza said, they can see enough to go horse riding. Here is the other article you should read:

    http://bit.ly/11nVdNL?cmpid=RSS|NSNS|2012-G...

    I am expecting ACTC's Dr Lanza will discuss trial results in detail this afternoon at the 1PM PST conference call. I hope he talks about the result of Phase 1b which is treatment of younger people at 150,000 cell dosage. That is the group that should get better results, perhaps bring it up to 20/40 at the very least.
    Oct 15, 2014. 12:09 PM | 6 Likes Like |Link to Comment
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