*Ocata Daily Discussion* 1.0

That is exactly my point.  You are asking if we think the market will see things differently with the expectations following The Lancet, leaving out a lot of details that knocked the pps hard.

Are you saying that every time OCAT is to release news it will be over hyped? 

If we get good news that isn't shadowed by anything bleak, then of course people expect to see a rally.

As for peers, this has been discussed elsewhere, but AAVL is doing really well right now.  I understand developing a product costs a whack of cash, but we have more potential applications that AAVL does.

I think that would take care of it, thanks.

Although it's routine or conventional to make peer comparison's for stocks, and AAVL looks like the best fit, I actually don't believe there are any public-company biotechs that a comparison can be made. OCAT has a multiple pipeline of cell based treatments over broad range of indications; on the verge of a JV with GE and perhaps for treatment(s) in the veterinary space, and is a front runner in cell therapy science - certainly among small and mid cap stocks.

If you compiled a side by side chart of small cap biotech's at OCAT's stage of development, and the categories were size of pipeline; number of potential and existing indications; size of markets for those indications, likelihood of near term JV, and time to market taking into account the potential for accelerated approvals, there really are no good comparisons. That's not to say that day-one of the listing the stock becomes a rocket ship, but over a reasonable period of time, these factors find themselves into the stock's market cap. 

What's the value of OCAT in 2Q15 when a platelet JV is announced? Does the market ignore that possibility, especially since the company has offered guidance that some form of partnership is expected by then?

That's the OTC market for ya.

It's crazy - but good; all those shorts have to cover sometime.

(And most of those shorts are now at a loss.)

Perhaps they are segmenting the markets deliberately -- that is, they target for direct sales a much smaller market that they can handle the supply for themselves, while leaving the indications for which there is a much larger market to a future partnership with a large pharmaceutical corporation that has the wherewithal to market, manufacture, and distribute the treatment?

CM kipper007

"Are you saying that every time OCAT is to release news it will be over hyped? "

I think I may have posted my unusually insightful and unassailable remarks in a manner that they might be ascribed, to his dismay, to Kipper--Cultist 00-whatever. Also, my comments may not have been very insightful, useful, or anything other than irritating. So don't blame Kipper-the-Third-Cultist. I was trying to respond to him, not put words in his mouth.

BALD JHAM the FIRST--why is this so hard for me? I think I'm too old, although young, to figure out how to post. So what follows is what I said, not what Kipper said, and Kipper i apologize for unintentionally hijacking your thoughtful and well-reasoned response to Trade-up. This is what I meant to say to the rest of the (small) OCTA world:

With respect Kip--because I have a lot of respect for you -- I read Tradeup's comment about results not meeting market expectations to be an objective observation--that is, an observation that really doesn't say much about what should have happened in the wake of the Lancet article, right? But only says what did happen. Which is a little different than intimating that Tradeup's view is that OCAT's news releases will be over-hyped, and thus won't move the pps in the magnitude we might expect or hope for.

I, for one, thought the publication would have moved the needle more, and more importantly, more-permantly, than it did. If I'm understanding Tradeup's analysis correctly, he's saying that the "market" didn't see things the same way as I did. I'm a data point in the market. All of us are.

It raises a really interesting point or question. What comprises the "market" for OCAT? Is it us, posters and lurkers on chat boards? Is it a much-broader universe of investors? Who is the market for OCAT? And when good news hits, is there an informed market that can express an efficient valuation for the company? Some posters clearly follow an efficient market theory of valuation. Others believe in disruption. Very interesting, and potentially lucrative, I guess, to be able to correctly answer that question.

Myself? No idea who's got it right at this point in OCATA's history. Makes me nervous, because I'm betting one way, and not the other.

I am inclined to think that STEM is closer peer of Ocata than AAVL. Both are based on Stem cell technology and targeting AMD and are nearly at the same stage of FDA trials. The intention is to not to debate on who is better (stem or ocata) but to make the case that Ocata does not appear to be undervalued when compared to its close peer.

Oops. I posted before I added my opinion to the quote.

I am not sure the data was not exceptional------I believe it was. We have to remember the market tanked (wasn't it about 400 pts) on the day it was released? Ebola absolutely ruled all headlines, news stories and media.

Thanks for the posts Jeff.  I managed to understand what you were saying in the first one though.

Yes, the who is the market question is good, but it is also changing.  When was the last time we had third parties promote us?  Piper J. and co must see something good here.  I am very excited about that.

But regarding the movement of the needle, and maybe I didn't stress this in my other post, was that the company had such a strong head wind against it.  The court case, the legacy issues of the CEO, the money situation, negative articles, the constant draw from Lincoln.  All those things, and still the market bought in and basically doubled the value of the company, albeit a little premature.

Now the company is validated.  It has amazing safety and (I think amazing) data results peer-reviewed.  All the other crap is out of the way, and in the next few days there will hopefully be a positive balance sheet.

On this forum, those that post, we already see people in for the long haul, but there are others patiently sat waiting their entry point too.  I'd love to give Jck and co. a shove to jump in to see what will happen, but he is waiting to the 11th hour before he does. So with people waiting for their time to come in, good news from the company going forward should be able to keep some of those gains, even with people trading off the peaks.  

All, just my viewpoint, just another datapoint