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mackinnon313

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  • Osiris Therapeutics: Poised For Another Breakout [View article]
    Why so angry-we are both seeking Alpha are we not?

    I am reposting comments published by Ozark on the Yahoo OSIR message board I was unable to locate the information I read regarding MDGX cherry picking its Epifix candidates but I stand by my previous post.

    Those comments were: Common sense makes it hard to believe MDXG's published Epifix closure rates were actually 92%. Their company controlled trial ran from one trial center with only 25 patients, 12 control patients and 13 Epifx patients and two of their trial judges were MDXG employees. I wouldn't trust a trial like this.

    Osiris ran a real trial with 97 patients, 47 in the control arm and 50 in the Grafix arm, and these patients were selected from 19 different independent trial centers with no Osiris employees involved in the selection or judging of the trial results. Osiris healed 62% of the chronic wounds in the Grafix arm and after the trial ended they healed 80% of the chronic wounds in the control arm.

    After this first Grafix trial, Osiris ran a second trial with 66 Grafix patients and 76% percent of them healed with the Osiris Grafix product. This second Osiris trial confirmed the results of the first trial.

    MDGX has yet to publish any more trial results. The MDXG con game may have ended.

    Perhaps those comments are too harsh, as I understand that Epifix is an easier to use off the shelf product that does not require freezing, thawing and does it does produce some results. However, unlike Epifix, the results for Grafix were independently documented for recalcitrant cases-this should tell you something. Perhaps you should Google the "Dalton Foot" and get back to us when MDXG has an equivalent miracle to relate.
    Mar 11, 2014. 11:16 AM | 1 Like Like |Link to Comment
  • Osiris Therapeutics: Poised For Another Breakout [View article]
    The MDXG study which supposedly showed superior results was a joke. Very small , cherry picked recipients recieved MDXG's product. Those recipients were younger and had smaller smaller wounds than the control group. Hardly surprising their wounds resolved quicker than the control group.
    Mar 11, 2014. 08:14 AM | 2 Likes Like |Link to Comment
  • An Overlooked Metric In Biotechnology That You Should Utilize [View article]
    Just another hatchet job on OSIR on the eve of earnings. The author feigns ignorance of to the fact that the earnings trend for biosurgery products, standing alone, fully justifies an even higher pps for OSIR.

    In my mind Prochymal is a promising and proven wild card. However, every effort is being made by big pharma and its minions in and out of government (or better said the revolving door between the two) to suppress the promise of stem cell therapies including Prochymal.
    Jul 9, 2013. 10:53 AM | 3 Likes Like |Link to Comment
  • Osiris - Can Stem Cells Lead To Profits? [View article]
    At long last an analyst finally understands what long term investors have seen in Osiris for some time. Stem cells in general, and Osiris in particular, are the future of medicine. More importantly the future of medicine, in the form of biosurgical products is here today and Prochymal (licensed in Canada and New Zealand) is knocking on the door.

    Sooner or later the big pharma's grip on the regulators will loosen and a safe, effective, life and cost saving break through product will be allowed to work its magic.
    Jun 18, 2013. 11:53 AM | Likes Like |Link to Comment
  • Penny-Wise, Pound-Foolish Stem Cell Stocks [View article]
    Juvenile analysis-of course OSIR's expenses are on the increase as sales increase. The importance of 30-40% sales increases on biologic products, quarter to quarter, is either not appreciated or studiously ignored.
    Jun 14, 2013. 01:44 PM | 2 Likes Like |Link to Comment
  • Stem Cells: Invest At Your Own Peril [View article]
    Regarding OSIR, the author's myopic focus on Prochymal ignores the fact that Osiris has a number of new stem cell based biosurgery products, sales of which are expanding quarter to quarter, and will likely result in Osiris having positive earnings within the next few quarters. The quarterly report due on May 7th should tell the tale.
    May 1, 2013. 11:58 AM | 3 Likes Like |Link to Comment
  • Investing In The Stem Cell Sector: An Overview [View article]
    OSIR has my vote. Low float -30m shares and pp. $34m in the kitty=no dilution. Stem cell infused biologics (Grafix, Ovation and Cartiform) for tissue, bone and cartilage repair ie.wounds, diabetic ulcers, burns, spinal and cartilage repair. All new to the market with sales increasing exponentially Q to Q with 1st Q earnings to come on May 6th.

    Prochmal approved for GvHD in Canada and New Zeeland and under study for heart repair post MI, Chron's Disease etc.

    Appears to be the future of medicine and I'm all in.
    Apr 18, 2013. 10:45 AM | Likes Like |Link to Comment
  • Osiris: Opportunity Amidst Uncertainty [View article]
    I am long on this stock and I take issue with hashrad"s statements.
    The Phase 3 GvHD results were disappointing only as to Skin GvHD. The Gut and Liver results were very positive-67% response rate. Which really equates into a 67% survival rate since there is no other treatment available for prednisone refractory GvHD.

    Revenues are not solely from Genzyme. Payments have come from the Department of Defense (Prochymal for acute radiation sickness) the Juvenile Diabetes Foundation, Nuvasive from the sale of Osteocel. Additionally Osiris recently began selling wound care products for surgical applications the results of which should appear in the upcoming earnings statement.

    While not gospel, insight into the effects of Prochymal on heart muscle regeneration following heart attack, the salutory effects on Crohn's Disease patents and GvHD patients as related on websites populated by sufferers, and on YouTube, ("Prochymal" or "Osiris" or "Mesenchymal") all suggest that Osiris is on to something that could revolutionize treatment for these and for still other conditions.

    My only hesitation is that there seems to be disagreement as to why Prochymal works. Is it the stem cells, the bodies response to the introduction of stem cells or ? (There were high level discussions on the Yahoo Finance OSIR Message Board a few months back regarding this issue).Should one be comforted by the knowledge that aspirin and lithium work but for unknown reasons? The one thing that is known is that Prochymal has a perfect safety record in Phase 1 trials, it works for gut and liver GvHD and it saves lives. Needless to say if is effective for heart attack victims this will be a blockbuster.
    The other mildly puzzling aspect of Osiris is its silence, no breathless announcements, little info promulgated as to progress on this product or that trial, the wound care product only came to light as a result of the diligence of investors spotting an entry on financial reports. The zillionaires who own the majority of shares evidently see no need to hype the stock or the company's products and there has been and there is no need for the dilution so typical of Bio start-ups

    Yes, I'm in love and in serious violation of a fundamental rule of prudent investing, but I may also be right and God help the shorts if I am. Canadian approval is apparently just a matter of time, if followed by Swiss, Japanese and the FDA approval look out before you get run over by the tape.
    Jan 27, 2011. 05:27 PM | Likes Like |Link to Comment
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