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  • Ocata And An Early Stage Biotech Valuation Method [View article]
    That will be too high considering the simplicity of the procedure. Drug companies charge high (based on what the market will bear) because it is an all year treatment not a one time treatment. The recent drug prices that were in the $100,000 range have shocked people, especially doctors and regulators and I can see a backlash coming. DNDN is a good example of a doctors and insurance providers backlash.

    My advice to Paul Wotton -- do not be greedy, price reasonably. Enormous volume of business is what will make the company rich. Ex-CEO Gary Rabin's price of $5000/eye is very reasonable. Cataract surgery is in the $1500 - $3500 range. Lasic surgery is a lot lower. I think $5000 - $7000 is the right range. It is the range that Medicare will easily cover; most of AMD patients will likely be paid under medicare.

    Then there is the competition. StemCell Inc is going after the same market and already starting their Ph 2 Trials -- which OCAT has not done and I do not know what they are waiting for. OCAT completed the last cohort of 200.000 cell patients in November last year 10 months ago. There are a few more companies in Japan going after AMD and SMD treatments, and their FDA's trial protocols are simpler and faster than our FDA. By the time FDA gives OCAT its blessings, other companies would have had theirs.
    Jul 25, 2015. 06:03 PM | Likes Like |Link to Comment
  • Ocata And An Early Stage Biotech Valuation Method [View article]
    You are limiting your calculation to treatment in the US. Canada, Europe, Japan, Korea, to name just a few more countries, can afford the treatment (Gary Rabin estimated costs to around $5000/eye) for their senior citizens. So, add 2 million more.... easily.
    Jul 25, 2015. 05:37 PM | Likes Like |Link to Comment
  • Ocata And An Early Stage Biotech Valuation Method [View article]
    The market development of OCATA's therapy will hopefully mimic that of Lasic surgery. The same Lasic surgeons, with a bit of training, should be easily certified in the procedure. They could most likely use the same facilities and staff they are now using plus the cell syringe and the standard equipment used in cell storage. There are thousands of Lasic Centers in the US and CANADA and the rest of the world.

    In addition, and this perhaps will be even bigger, the Eye Centers that do lens implants to fix Cataract could just as easily be certified. This is because these centers are the one who diagnose Macular Degenaration, recommend treatment and actually can do it. Injecting cells into the retina of the eye is a lot simpler than sucking out a clouded lens and replacing it with a clear lens.

    Both facilities above are well established, requiring little training costs and capital expenditures. Both will be eager to expand their businesses to include OCATA's cell theraphy. I am not sure OCATA's management has this included in their marketing plans..... I sincerely hope they do.
    Jul 25, 2015. 05:19 PM | Likes Like |Link to Comment
  • Neuralstem Wins Patent Infringement Case Vs. StemCell, Inc.; Moves Forward In Spinal Cord Injury [View article]
    IMHO, the fair value of $6 was when Ted Harada was shown to "walk" again and before the results of the last ALS Trials was published and discussed. This was a few months ago. To me, the stock tanked not because of bad trial results but in how the trial was presented. The next Phase Trials will be limited to that subset of patients where the treatment works best and the outcome will be a lot better. The "fair" value will then rise a lot more.
    Jul 25, 2015. 04:17 PM | 4 Likes Like |Link to Comment
  • Fluor Corp: Here's A Chance To Own A Quality Name [View article]
    Historically, when crude oil prices tank.... as it has done and is doing now, FLR and other engineering/contractor companies, shares tank as well. With this nuclear deal with Iran and the coming flood of crude oil into the market, oil prices will sink further. This glut of oil in the market will probably last at least 1-2 more years as the world economy had slowed down.... and as energy efficiency in auto and trucks and airplanes improve, thus less oil use. The oil companies have slowed down in their capital expenditures which is the lifeblood of companies like FLR. Hence, FLR shares will not be going anywhere in the next two years.... my prediction. I worked in this industry for more than 35 years and know its up and down history quiet well.
    Jul 14, 2015. 10:34 AM | 3 Likes Like |Link to Comment
  • IRS cracks down on hedge fund tax maneuver [View news story]
    I smell a lawsuit coming and a successful Hedgefund defense -- extending beyond 2016.
    Jul 9, 2015. 09:55 AM | Likes Like |Link to Comment
  • Sirius XM re-ups CFO Frear for three years [View news story]
    At $4 stock price, his options works out to about $20 million a year for 3 years. I hope this incentivizes him to do what ever is needed to raise the stock price to $5 so he get $15 million more.... and soon!
    Jul 8, 2015. 12:29 PM | 4 Likes Like |Link to Comment
  • Third patient receiving InVivo's Neuro-Spinal Scaffold shows encouraging progress, shares up 10% premarket [View news story]
    Paolo, regaining some control of ones bladder and anus makes a big difference in life. It makes it a lot easier for a care giver not to have to deal with people's excrement. This makes a big improvement in quality of life!
    Jul 6, 2015. 01:42 PM | 7 Likes Like |Link to Comment
  • Is Ocata Therapeutics' Lackluster Debut A Buy Or Sell? [View article]
    Well stated! We need to trust this management is better than the last one and truly cares for the long term well being of the company. We got to have faith in this management.
    Jul 2, 2015. 11:01 AM | Likes Like |Link to Comment
  • Is Ocata Therapeutics' Lackluster Debut A Buy Or Sell? [View article]
    DWD, as far as I can see following ACTC/OCAT for more than 5 years, the science is settled. The injection of cells works and it is safe. As a minimum, it arrests further deterioration of the eyes, a big plus if AMD is caught early since loss of sight is minimized. On some subjects, especially in the 150,000 cell dosage and above, the eyesight improved enough to allow the subject to have normal activities. What Phase 2 trials will do is prove the efficacy of the treatment at dosages of between 200,000 and 300,000 cells. The question is not is it good but how good is it?

    Because of criticality to young Starrguard patients, that part of the Ph 2 trials is designated as Pivotal, meaning, if it is shown to be effective, it will quickly gain FDA approval. I believe the FDA and OCAT have now agreed on the end points and the definition of success; this took a lot of time to negotiate. By this time next year, this treatment for SAMD may be approved. If so, OCAT will be making money, lots of it. This cell treatment can be applied worldwide.

    The risk of OCAT's treatment failing is zero. Many investors have not realized this yet. If you want to gain more info, listen to the presentation webcast on July 8, Wednesday at 8:15 PST at their site.
    Jul 2, 2015. 10:19 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 399: June 8, 2015 [View instapost]
    Today LCB International signed a Letter of Intent with Axion to manufacture and sell PbC batteries exclusively in China and its territories. The head of LCB (Chinese) worked in the Delco division of GM in China and another battery company. He has been a Venture Capitalist for many years (successful) and also has a graduate degree from MIT. Because he holds a PhD and is investing in Axion, would you say AXION will now be a successful company? What opportunities did he see in Axion that Americans and Germans (BMW) failed to see?
    Jun 15, 2015. 05:22 PM | 2 Likes Like |Link to Comment
  • Axion Power up 154.6% on potential Chinese licensing deal [View news story]
    Shareholders will get proxy statement asking for approval of deal -- maybe in the next 3 weeks. Even with 20% dilution, it will likely be approved; the alternative is possible BK..... APW is low on operating capital. If LCB International has potential big customers now ( very possible ) and after the deal is signed and approved and get their big order(s) ......... we are off to the races! Otherwise, it is BK!
    Jun 15, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • Why Truckers Are Slow To Embrace CNG Fuel Systems [View article]
    It did not help that the new CEO who I thought was capable of taking Axion heading in the right direction suddenly died. If they do not get a sizable order for their PcB batteries in the next six months, it might be the end of Axion as a company. It is very difficult for a customer to decide to buy their products knowing the company may go belly up in a year or less.
    Jun 9, 2015. 05:19 PM | Likes Like |Link to Comment
  • InVivo Therapeutics’ Neuro-Spinal Scaffold Receives 2015 Becker’s Healthcare Spine Device Award [View article]
    Getting the 3rd patient into is taking a long time. I guess, to get a person who gets into:

    (1) an accident and
    (2) has spinal cord paralyzing injury resulting in a para or quadra state,
    (3) and is taken into one of only 4 designated study hospitals in the country and
    (4) getting their consent to be included in the study
    (5) while unable to think clearly

    are requirements proving difficult to fulfill. Of course we do not want people to have an accident so they can be in the study. But Summer is here, more people are driving motorcycles....
    Jun 2, 2015. 09:39 AM | Likes Like |Link to Comment
  • Why An Old Warning About Stocks Feels More Ominous This Year [View article]
    Amen. Sell in May not only means selling what you own, which raises your cash holdings, before it goes down and loses value. That same decline in value of most stocks, presents you an opportunity (now with some raised cash on hand) to buy the stocks you want at a lower or perhaps even at a bargain price.
    May 26, 2015. 09:21 AM | 2 Likes Like |Link to Comment