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User 9153621

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  • Could PCT Be NeoStem's Breakout Star? [View article]
    Pct is the principal economic engine driving NBS.

    Repeatedly it has been pointed out that the way PCT structures its contracts needs to be addressed.

    The Dendreon (DNDN) contract is a prime example of NBS vulnerability. With an extended production contract, NBS can fill an important market niche - a bio-tech fulfillment service.

    The customer range can include one-off start-ups, but more importantly, those customers who have obtained phase III success and need to address product marketing challenges, without simultaneously diverting attention to the creation of a production facility.
    Jan 28 11:29 AM | Likes Like |Link to Comment
  • Neostem gets patent boost for heart drug [View news story]
    NBS stock should begin to climb now as it nears the end of Phase II trials in 1st quarter.

    There appears to be growing public awareness and interest in a medley of RNA studies.

    General speculation and stock rise will quickly follow.

    Post 1st quarter, stock should dip then a flurry of articles will appear re-addressing NBS financial fundamentals.

    NBS "contract" services for other bio-engineering, pharmaceutical, and research companies will be noted. The nature of theses contracts will need to be thoroughly scrutinized. The revenue generated provides the operational funds that keep NBS viable. Without numerous, longitudinal, and tightly structured contracts, NBS reserve funds and the burn-through rate will play a pivot-able role.
    Jan 6 04:39 PM | Likes Like |Link to Comment
  • This Short-Term Pain Might Be Best For Long-Term Gain [View article]
    After the reverse split and share offerings in the previous round, it was apparent that the burn-through of cash was about six months or less.
    The solution suggested was not another round of share offerings, but rather solidifying operations through a modification of PCT contracts with Pharma - using facilities for extended product runs after proof-of-concept phase trials have proven viable. Otherwise, NBS would remain a small job shop.
    OK, Its nice to believe in the Holy Grail. However, if both AMR-001 and the diabetes phase trials are a bust, daily operational revenue will need to keep NBS afloat. Another round of share offering will be unrealistic and NBS could tank in less than a year.
    Oct 15 03:08 PM | Likes Like |Link to Comment
  • As expected, Swiss voters have approved an "anti-fat cat" initiative that allows investors to hold binding votes every year on executive pay at listed companies, and enable them to block large payouts at the start and end of a manager's employment. Executives who break the new law could face hefty fines and up to three years in jail. [View news story]
    The bloated executive pay and severance compensation packages represent an interesting perspective on the short and long term health of a company - negative correlation.

    "Self patrolling" pits too many vested interests against each other without addressing the inherent problem - confusing "bloat" for an effective pay and compensation package. A base package tied to a "pay for play" (both positive and negative company growth) compensation system appears to be a reasonable approach to guard shareholder investment.
    Mar 4 11:22 AM | 1 Like Like |Link to Comment