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Gamida Cell: Buying The Dip

Mar. 07, 2021 1:51 AM ETGamida Cell Ltd. (GMDA) Stock2 Comments


  • We are circling back on Gamida Cell.  The stock has had a roller coaster ride since we last highlighted it in October.
  • The company has recently addressed its funding needs.
  • We update our investment thesis on this small cell therapy concern to account for recent news below.
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In England, the struggle between church and kings would take centuries to resolve. Interestingly, in the end, neither institution came out on top. Today, each is as powerless as the other. As people power emerged, we invented politicians. We're not bright.― Jodi Taylor, A Symphony of Echoes

It is time to revisit Gamida Cell (NASDAQ:GMDA). The stock shot straight up after we first profiled it in late October. However, the shares have come back down to earth due to recent weakness in the sector and after its did a couple of capital raises. We update our investment thesis on Gamida below to account for all the major news of the past few months.

Company Overview

Gamida Cell Ltd. (GMDA) is based in Israel and is a clinical stage or 'Tier 4' cell therapy concern. The company is focused on developing treatments for blood cancers and serious blood disorders. The stock currently sells for just north of $8.00 a share and sports an approximate market capitalization of $500 million.

Source: September Company Presentation

The company develops candidates for its pipeline using its proprietary platform that allows it to expand multiple cell types — including stem cells and natural killer or NK cells — while maintaining their original phenotype and potency. The company has two assets in the clinic undergoing evaluation for three indications.

Source: September Company Presentation

The most advanced candidate the company is developing is omidubicel which is a combination of NAM-expanded hematopoietic stem cells and differentiated immune cells that is being evaluated in patients in need of hematopoietic stem cell transplantation or HCST. The company disclosed encouraging Phase 3 trial results in May of last year and then disclosed more encouraging results from that trial in October as well as in February. Omidubicel has both Orphan Drug and

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This article was written by

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The Busted IPO Forum is an investing group led by Bret Jensen, Chief Investment Strategist of Simplified Asset Management. Along with his team of analysts, Bret focuses on stocks that have been public for 18 months to 6 years, and that are significantly under their offering price.

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Analyst’s Disclosure: I am/we are long GMDA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (2)

omidubicel is finally approved. not sure where the company will go
Where do you see the biggest risk for the stock and are there any upcoming catalysts? Thanks.
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