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  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    You too Stephen - stay well.
    Apr 17 09:46 PM | Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Uncle Buds comment was his opinion of his nephews character in their familial relationship. Not knowing Gil personally, any feedback I would venture to give about that would be based in ignorance. I know nothing of their relationship or the workings of that family system.
    My relationship with Gil is that he is CEO of a company in which I hold a long term investment. That is the only performance on which I can venture an opinion. He has fulfilled his CEO duties well in my opinion. His presentations are supported by the clinical evidence available to him. He leads well and has hired a good team. He appears to network well as evidenced by Pfizer partnerships and participating hospitals in their research studies. SEC filings are solid. So - he may be a crappy nephew but his function in the CEO role is, in my opinion, good.
    Apr 16 07:19 PM | Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Agree 100% Karin! Even after successful and large ph3s, safety issues can come up unexpectedly when treatment or drug hits large population. For this still developing sector, safety will continue to be at issue and treatments will need monitoring for years after FDA approval. It's just the way of it and not any kind of negative reflection of this company in which we both have long positions.
    Apr 12 06:29 PM | 1 Like Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Well - their pr is about this phase 2. It is not about any of their other work. It's a no brainer that earlier work showed safety, otherwise they wouldn't be here. But in the expanded population a ph2 offers, safety is huge, huge goal. It is still important focus and achievement. I have seen phase 3 trials that have had agent tested on hundreds of people already fail due to a statistically significant signal expressing previously unseen safety risk. Sometimes it simply takes large population to catch it.
    So - I can't say what'll happen with this pr. It's probably 50/50. They will or they won't. What I can say is if they don't, that doesn't mean lack of efficacy, though people will certainly assign that meaning. Another thing I can clearly say is that continued confirmation of safety in multistem is no small thing - though you might think it is. FDA is needing much confidence in this sector as it finally emerges from its infancy. Continued evidence of safety and tolerability in an ever-expanding population will be welcome news. As to what they might say? Eva Feldman said "no safety concerns. subjects doing well". No one is happy with that - but it happens more often than not in these updates that take place before trial close. I just want people to know it can go this way and to not freak out if it does. Any meaning a panicked investor might subscribe to such an update is just that - assignation of fear from unprepared investor. No reason to have such excess response to normative event.
    And - they may just as easily give us patient by patient update with scale improvements and all. I saw SNTI do that in a ph2. It happens. Can't predict it though.
    And fwiw - I think efficacy likely to have been seen by week 8. :)
    Apr 11 10:13 PM | 1 Like Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    With their present strategy - their possible future high paying partnership (in the best of all worlds...what we hope for, right?) with Pfizer for UC will pay for the maturation of the pipeline elsewhere. And if they develop stroke un-partnered and successfully, financing stroke trials and later entrance to market with UC partnership $, they've got it made. They'll be able to stay attractive to investors thru-out the usually lean earlier development years with the partnership money, avoiding any excess dilution, and they'll (possibly) be in 100% ownership of a blockbuster treatment.
    Apr 11 12:46 PM | Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    CUR just gave prelim ph2 update - long anticipated by CUR longs, just about all they said was safety. Not unusual. And we know in this targeted nonbulbar ALS population there is efficacy. So - there is every way they can pr safety, tolerability, 'trial fulfilling our expectations' and withhold efficacy data til later. It's up to them. And Pfizer involved here to - so it's not even just up to ATHX. Pfizer gets big say. Frankly - they don't care if individual investors think 'they're hiding something' if they choose to wait until entire trial data complete before announcing efficacy. They've got the big guys and they big guys don't expect efficacy with every ph2 update - it's just not how it goes.
    If they do not announce efficacy until entire trial complete, it in no way means lack of efficacy. It just means your pr expectations weren't met. You can apply all the motive and meaning you want to such an event - but that doesn't mean it belongs there.
    You may have nothing to worry about anyway - they might be wide open with efficacy data. But you are far off the mark if you think its bad and they're hiding something if they don't announce. That's unnecessarily creating conspiracy out of benign and common biotech behavior.
    Apr 11 12:37 PM | Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    I agree - they may give notice of efficacy if its there. But they may not. May instead hold on it until cumulative whole trial data has been crunched. They could go either way. But that's the thing - they could go either way. Many companies choose to not announce efficacy in such updates and instead focus on safety and tolerability, waiting on efficacy until entire trial done. Doing so isn't a hint of lack of efficacy. It just company preference. It just appears to me that many ATHX longs seem to be unaware of the fact that the company may choose to not announce efficacy until total results are analyzed. It's not an unusual behavior yet ATHX longs seem to be unaware of this as a real possibility.
    Apr 10 09:46 PM | Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    No. He is not obviously a contrarian investor. Many ATHX longs have reasonably conservative expectations of this first preliminary results release. That doesn't make them contrarian. Experienced perhaps, enough to know that a dramatic increase in sp based on partial results release 8 months prior to official close of the trial is the least likely scenario. Moderate or small increase that sustains is the more likely scenario, and then another small to moderate increase with July release. Results beyond conservative estimations are rare gift. Not unheard of, but very rare.
    Apr 9 09:53 PM | 2 Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    I think the possibility exists that it could be an outlier-type event, but I think it is more probable that this first partial results release will give a small sp increase which might sustain until July partial results release. That is a very positive scenario to me.
    Apr 9 07:55 PM | 1 Like Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Second data set due in July.
    Apr 9 07:34 PM | 1 Like Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Yes - last patient enrolled Dec 13, trial completion with 12 months f/u monitoring Dec 14. And the highly anticipated 2 sets of prelim results before then.
    Apr 9 07:32 PM | Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Well - you do sound quite conspiratorial about this situation. A man wrote an article guiding options play. He did it well. It will probably help most options buyers. He is being attacked and assigned motivation of all kinds by people who seem to be personally injured at his opinion that we won't fly high on first partial,initial results release. It's just weird. A whole bunch of people took a nontoxic options article that did not once put ATHX down as personally as if the article shredded it. And I'll bet most of these people weren't even planning to buy calls, so why do they care that he thinks options purchase should be pushed out to July?
    Apr 9 10:18 AM | 1 Like Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Oh Ceriba! I am laughing now! Please don't get your clinical testing info from yahoo! No wonder you have these ideas! Here are some credible sites at which to gain real information about clinical testing. You are so far off from being accurate that I see you really , really need to go to the source.
    So - first source - lets go to the company itself and see how they describe this present ph2 trial tht will close this coming December: "The Phase 2 study is being conducted at clinical centers in the United States and Europe and is a randomized, double blind, placebo controlled study that will involve up to approximately 126 patients. In the study, subjects will undergo baseline endoscopic evaluation and then receive treatment with either MultiStem or placebo and be evaluated over several months. After eight weeks, there is a second endoscopic evaluation, followed by a second treatment with either MultiStem or placebo, and a subsequent clinical assessment at 16 weeks. Patient follow-up will continue for 12 months. Following conclusion of patient enrollment, completion of the final clinical assessment (16 weeks post treatment for the last subject enrolled) and analysis of the initial data, Pfizer and Athersys intend to announce initial results from the study."
    Who on earth is telling you that a phase 3 trial is a quality of life survey? That is just cruel! But also - it's your responsibility to look information up and not just believe what people tell you. So here are a couple of sites where you can go to learn a little about trials because honestly, you can't look credible at all if you post with conviction that you think the FDA will accept surveys for a phase 3 drug/treatment or device trial. Oh my!
    Also - biological activity does not mean efficacy. Look that up too. Please.
    http://1.usa.gov/uKnwFG
    http://1.usa.gov/1g76D9p
    http://1.usa.gov/1heFDqp
    http://1.usa.gov/1g76Byi
    http://bit.ly/1g76DpI
    Apr 9 10:12 AM | 3 Likes Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    Good catch? Stop feeding the phobia of the SA conspiracy theorists and go read this guys other articles. They are not the same person. One huge and important difference is that Louis tries to present opinion as fact, a repellant short behavior. This articles author makes consistent distinction between the two. All he was doing here was giving options play guidance and you people are acting like he pissed in your cheerios.
    Apr 8 09:02 PM | 1 Like Like |Link to Comment
  • Upcoming Data For Athersys Crucial, But Not In Terms Of Immediate Share Price [View article]
    This guy has written 23 SA articles and none of them have bashed. This article didn't bash either. It's ok if he is conservative in his estimation of what the prelim results release will mean to sp. That isn't an example of bashing and doesn't make him a short. Just because someone may be giving an opinion we don't agree with or think is too low in r/t sp, doesn't mean someone is shorting our stock. He didn't bash - yet many posts here are emotionally charged and attributing emotion that derails any decent discussion. He thinks the company will be successful. That is not the statement of a short. Thicker skin is needed here. He isn't a basher, short, fake, scam, etc...simply because he doesn't believe the sp will get knocked out of the park with this first data release.
    Apr 8 08:47 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
174 Comments
225 Likes