|
|
Post by imz72 on Nov 25, 2020 12:00:08 GMT
|
|
hort
Full Member
Posts: 111
|
Post by hort on Nov 25, 2020 17:57:24 GMT
I’m surprised they haven’t replied to the lawsuit |
|
hort
Full Member
Posts: 111
|
Post by hort on Nov 25, 2020 18:46:19 GMT
Looks to me like there’s a decent uptick in call option volume |
|
|
|
Post by CM kipper007 on Nov 25, 2020 19:12:21 GMT
Forgive my ignorance, but I don't see how being on the OTC is an indication of a buyout. Could you elaborate? |
|
|
|
Post by CM kipper007 on Nov 25, 2020 19:21:56 GMT
Forgive my ignorance, but I don't see how being on the OTC is an indication of a buyout. Could you elaborate? I was curious and clicked on the Yahoo link. I see a comment there from last year. This isn't a new event. |
|
|
|
Post by imz72 on Nov 25, 2020 19:40:13 GMT
|
|
hort
Full Member
Posts: 111
|
Post by hort on Nov 25, 2020 19:51:14 GMT
I don’t think anyone in their right mind would take shares in Helios alone. They’d have to pony up cash too. Any Helios offer would be lowball...2 billion or less. The real tension here is between Helios and the European partner... |
|
|
|
Post by imz72 on Nov 25, 2020 21:11:38 GMT
HLOSF traded today for the second time: 150 shares, down 3.51%. HLOSF market cap: $893.325M 4593 market cap: 94.535B Yen (=$905.52M)
|
|
|
|
Post by selluwud on Dec 8, 2020 15:31:43 GMT
|
|
|
|
Post by selluwud on Dec 18, 2020 13:41:22 GMT
Will the MESO news of failed mortality endpoints affect ATHX. Probably? At least the ongoing stroke trial results loom in the future.
|
|
|
|
Post by selluwud on Dec 21, 2020 16:36:52 GMT
Nice volume and price action today. Is it more than just the Trauma trial 1st patient news PR today??
|
|
|
|
Post by imz72 on Dec 21, 2020 17:59:03 GMT
Nice volume and price action today. Is it more than just the Trauma trial 1st patient news PR today?? My guess is it's just the news. |
|
|
|
Post by tmfbmf on Dec 25, 2020 21:19:27 GMT
The Athersys PHII ARDS trial was originally N=36. After they enrolled their 30th patient they continued looking for another 2 months before calling it fully enrolled with N=30. (I could be off; just going on memory.) Anyway, Healios is probably close enough to fully enrolled in each trial for Hardy to confidently say they will both be fully enrolled by 12/31. I wouldn't be surprised in stroke ends up be N=216 instead of 220. ARDS could be N=29 instead of 30. Hardy doesn't seem like the type to delay after chastising Athersys for their delays. Personally, I'd rather take the delay and have more patients bc the results will be more reliable, but I expect a PR from Japan between 12/31-1/4 stating both trials are "fully" enrolled.
|
|
|
|
Post by imz72 on Dec 25, 2020 23:04:15 GMT
The Athersys PHII ARDS trial was originally N=36. After they enrolled their 30th patient they continued looking for another 2 months before calling it fully enrolled with N=30. (I could be off; just going on memory.) Anyway, Healios is probably close enough to fully enrolled in each trial for Hardy to confidently say they will both be fully enrolled by 12/31. I wouldn't be surprised in stroke ends up be N=216 instead of 220. ARDS could be N=29 instead of 30. Hardy doesn't seem like the type to delay after chastising Athersys for their delays. Personally, I'd rather take the delay and have more patients bc the results will be more reliable, but I expect a PR from Japan between 12/31-1/4 stating both trials are "fully" enrolled. It's hard to believe that the PMDA will agree to reduce the number of the patients just to save Hardy's image. Hardy and other Healios executives use to describe One-Bridge in their presentations as a "small study" and sometimes even as a "very small study". I think that the number of the participants in Treasure trial (220) is also relatively low for a pivotal trial. |
|
|
|
Post by tmfbmf on Dec 26, 2020 15:05:23 GMT
The Athersys PHII ARDS trial was originally N=36. After they enrolled their 30th patient they continued looking for another 2 months before calling it fully enrolled with N=30. (I could be off; just going on memory.) Anyway, Healios is probably close enough to fully enrolled in each trial for Hardy to confidently say they will both be fully enrolled by 12/31. I wouldn't be surprised in stroke ends up be N=216 instead of 220. ARDS could be N=29 instead of 30. Hardy doesn't seem like the type to delay after chastising Athersys for their delays. Personally, I'd rather take the delay and have more patients bc the results will be more reliable, but I expect a PR from Japan between 12/31-1/4 stating both trials are "fully" enrolled. It's hard to believe that the PMDA will agree to reduce the number of the patients just to save Hardy's image. Hardy and other Healios executives use to describe One-Bridge in their presentations as a "small study" and sometimes even as a "very small study". I think that the number of the participants in Treasure trial (220) is also relatively low for a pivotal trial. They don't have to agree. If Hardy thinks he has enough pts he can stop it. |
|
|
|
Post by imz72 on Dec 26, 2020 20:12:40 GMT
It's hard to believe that the PMDA will agree to reduce the number of the patients just to save Hardy's image. Hardy and other Healios executives use to describe One-Bridge in their presentations as a "small study" and sometimes even as a "very small study". I think that the number of the participants in Treasure trial (220) is also relatively low for a pivotal trial. They don't have to agree. If Hardy thinks he has enough pts he can stop it. If that's the case I'd still be surprised if one of the trials is stopped before it completes enrollmnet according to the original design just in order not to miss the Q4 estimation. But we still have five more days to go. They can save Hardy the dilemma. |
|
hort
Full Member
Posts: 111
|
Post by hort on Dec 27, 2020 1:17:13 GMT
They don't have to agree. If Hardy thinks he has enough pts he can stop it. If that's the case I'd still be surprised if one of the trials is stopped before it completes enrollmnet according to the original design just in order not to miss the Q4 estimation. But we still have five more days to go. They can save Hardy the dilemma. Good discussion here. What do you think about the possibility that Hardy is delaying disclosing any trial progress due to his struggle with the ATHX board? Has ATHX board been sharing Helios trial data with the prospective European partner? |
|
|
|
Post by imz72 on Dec 27, 2020 19:39:17 GMT
If that's the case I'd still be surprised if one of the trials is stopped before it completes enrollmnet according to the original design just in order not to miss the Q4 estimation. But we still have five more days to go. They can save Hardy the dilemma. Good discussion here. What do you think about the possibility that Hardy is delaying disclosing any trial progress due to his struggle with the ATHX board? Has ATHX board been sharing Helios trial data with the prospective European partner? Healios confirmed just a few days ago that enrollment completion will be announced without delay. This confirmation came in a reply to one of ATHX subreddit members. They have given tmfbmf a similar reply 6 months ago: thebiotechinvestor.freeforums.net/post/40016/threadI'll take them at their word, as I'm sure they cannot delay more than a month anyway. They have said many times that they expect to complete enrollment of both trials in Q4 2020. The last time they said that was at SMBC Nikko's briefing on December 8th. Therefore the exact date of enrollment completion interests me much less than what's going to happen in the Hardy-Athersys confrontation. I guess Hardy will make a new move in January. As to the data sharing, I believe that the contract between the two companies requires any of them to share information with the other company and enables them to share it with third parties, but that's just my opinion and is not based on anything I know. |
|
|
|
Post by twenty2 on Jan 5, 2021 21:13:12 GMT
twenty2
|
|
|
|
Post by selluwud on Jan 26, 2021 14:25:29 GMT
Nice day here yesterday and pre-market today is actively up. Is there data expected to be released by end of month?
|
|
