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Post by twenty2 on Aug 12, 2022 5:15:01 GMT
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Post by imz72 on Aug 12, 2022 13:13:27 GMT
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Post by jckrdu on Aug 15, 2022 15:35:13 GMT
Very good to see ATHX get some short-term funding.
Should meet their operating cash needs until approximately the end of 2022.
Buys Dan more time to get a non-dilutive deal done with longer-term financing.
The risk: In the past where warrants have been involved, I've seen the "investor" dump a good portion of the shares (48M) and keep the warrants (48M). Essentially, if the investor can sell the shares at anywhere near .25 (the cost), that means they'd essentially be getting the warrants for free for providing ATHX access to $12M. Maybe that scenario doesn't happen here if the investor is bullish on near-term developments with ATHX and decides to hold the shares, but it is a risk.
I'm staying on the sidelines until I see how the stock trades after the deal closes on 8/17. I'm not sure if the "investor" has the 48M shares already, or only gets them after the deal closes on 8/17.
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Post by eitherhalf on Aug 17, 2022 0:00:32 GMT
Me too, sidelining. I used my paltry proceeds from athx to hop on the bbby craze. So far I may be getting part of my loss back so that's hopeful! I still feel there is a certain something with Atherys but I got burned so bad I will wait until something substantial pulls me back in. I have no real funds to speculate with although I am speculating with the funds I have left...lol
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Post by jckrdu on Aug 17, 2022 0:20:42 GMT
Me too, sidelining. I used my paltry proceeds from athx to hop on the bbby craze. So far I may be getting part of my loss back so that's hopeful! I still feel there is a certain something with Atherys but I got burned so bad I will wait until something substantial pulls me back in. I have no real funds to speculate with although I am speculating with the funds I have left...lol Good luck EH. I re-bought some today in the .23s. Still think there’s more selling pressure out there from those 48M shares, but hopefully they use some discretion when selling so they don’t decimate the pps. I’ll be looking to add more if it drops to .21s |
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Post by imz72 on Aug 17, 2022 12:18:36 GMT
Healios Q2 2022 briefing by CFO Richard Kincaid has become available (34 minutes presentation combined of video and slides): www.net-presentations.com/4593/20220810e/kdnieOn the current status of stroke and ARDS (half a minute): "We expect something relatively soon on the ARDS front" The complete MultiStem part of the video (8 minutes): |
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Post by jckrdu on Aug 18, 2022 13:20:24 GMT
Me too, sidelining. I used my paltry proceeds from athx to hop on the bbby craze. So far I may be getting part of my loss back so that's hopeful! I still feel there is a certain something with Atherys but I got burned so bad I will wait until something substantial pulls me back in. I have no real funds to speculate with although I am speculating with the funds I have left...lol Good luck EH. I re-bought some today in the .23s. Still think there’s more selling pressure out there from those 48M shares, but hopefully they use some discretion when selling so they don’t decimate the pps. I’ll be looking to add more if it drops to .21s Added more in the .21s I'll continue to accumulate with larger lot buys the further it retraces. IMO, at some point it won't make sense for the single "healthcare investor" to dump shares... they're already taking an approximate 20% loss when selling at .21. At some point, they may start defending the pps, but IMO it can still head lower. We're now trading in the .19 - .22 gap that I expected to fill. While I intend to continue to trade around this volatility as we go thru the capital raise & reverse process, I think that when the dust settles ATHX will be valued more than .21 ($67M market cap) by the end of this year for the following reasons: They essentially have 3 major shots on goal to increase the value of the company in the near-term:1) PMDA and Helios agree on path forward to commercialize MultiStem for ARDs. 2) PMDA and Helios agree on path forward to commercialize MultiStem for Stroke. 3) Dan announces the first partnership with non-dilutive funding. IMO, if any one of the items above hits ATHX will be valued more than $67M. IMO - based on recent guidance from both companies - all 3 items above are likely to hit. GL all. |
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Post by eitherhalf on Aug 18, 2022 22:00:13 GMT
Gadamn, just got f#*^ by BBBY Too. sigh.....GaDamn....I really can't get a break.
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Post by twenty2 on Aug 21, 2022 16:06:53 GMT
At Reddit: tweet, tweet, tweet - FYC: @cavsdan - @gilbertfamilyfd - @rocketcompaniesAnd, At Twitter:
Special Note: At the bottom tweet...When you click the ALT sign...This note pops up Re Healios slide #22... 
TREASURE (Stroke) Clinical Trial Results from, Japan: Statistical Significance (p<0.05) for both Global Recovery and Barthel Index BI≥95 at 365 days. By using MultiStem "off the shelf" Cell Therapy by Athersys, applied intravenously (IV). These remarkable, positive results speak to "Functional Independence" and Quality of Life (QoL) improvements for Stroke patients at One Year. "Encouraging data that says this medicine works."twenty2
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Post by lcd on Aug 25, 2022 20:45:05 GMT
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Post by jckrdu on Aug 25, 2022 21:39:04 GMT
Added in the .15s. With 323M shares issued and the pps at .16, that's a market cap of only $51M. I like the risk/reward. Dan needs to close a partnership by the end of this year and bring in some non-dilutive funding. Things can change quickly with any kind of decent deal. |
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Post by imz72 on Aug 29, 2022 21:50:37 GMT
Three short clips from today's webinar:
Dr. Mays: "The cells work"
CIRM Funding:
The Trauma Trial:
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Post by jamesjohnson12 on Aug 30, 2022 18:04:00 GMT
Given our lowly market cap of around $30mm, you'd have to think we are close to rock bottom, right? We are in a position where any of the insiders or board of directors could start accumulating some serious skin in the game for relatively low amount of money. $1.5mm would buy 5% of the company right now. A few of those to bolster investor confidence and we are moving back in the right direction.
Is that a possible play here? I just think this is soooo low that even a fire sale of the company nets you a decent return at these levels. Any other perspectives?
Obviously we need some sort of non-dilutive deal that will allow us to finish a trial or two, but I have to believe that will come. The real question is what is the price of that deal. It's probably not going to be great for investors, but it could still be great at the current market cap of $30mm (if you look at it from that perspective).
Possible deal: $30mm in up front cash, $300mm in milestone payments (assuming positive results), plus 2% royalty on sales for stroke, plus they pay to finish and expedite Masters 2 and any other required follow up trial. That is a pittance for what we used to hope for, but compare that with current market cap of $30mm and it still can easily 10X your money and leaves other indications at play. Curious as to others thoughts...
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goose
Junior Member
Posts: 84
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Post by goose on Aug 30, 2022 22:20:05 GMT
Given our lowly market cap of around $30mm, you'd have to think we are close to rock bottom, right? We are in a position where any of the insiders or board of directors could start accumulating some serious skin in the game for relatively low amount of money. $1.5mm would buy 5% of the company right now. A few of those to bolster investor confidence and we are moving back in the right direction. Is that a possible play here? I just think this is soooo low that even a fire sale of the company nets you a decent return at these levels. Any other perspectives? Obviously we need some sort of non-dilutive deal that will allow us to finish a trial or two, but I have to believe that will come. The real question is what is the price of that deal. It's probably not going to be great for investors, but it could still be great at the current market cap of $30mm (if you look at it from that perspective). Possible deal: $30mm in up front cash, $300mm in milestone payments (assuming positive results), plus 2% royalty on sales for stroke, plus they pay to finish and expedite Masters 2 and any other required follow up trial. That is a pittance for what we used to hope for, but compare that with current market cap of $30mm and it still can easily 10X your money and leaves other indications at play. Curious as to others thoughts... Pretty big disconnect between current market value and what I think this therapy/platform is worth. Giant chasm actually… If there were multiple players wanting to partner ARDS in 2020-21 according to Yak/court filings, and none of those folks have walked away, and new ones have come to the table (JPM 2022 I think?) I think the value will change for the better soon. With the TREASURE results I don’t see how this doesn’t become a medicine for stroke. Might require trial design changes…so be it… |
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Post by omstem on Sept 9, 2022 5:52:59 GMT
This board had been quite. There seem to be some action with PPS. Is there something that can be expected soon or is it the game between longs and shorts. There are close to 2.25 MIL shared today which is huge compared to the float. Not sure what to make out of it.
GLTA.
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Post by jckrdu on Sept 13, 2022 19:25:04 GMT
Good luck EH. I re-bought some today in the .23s. Still think there’s more selling pressure out there from those 48M shares, but hopefully they use some discretion when selling so they don’t decimate the pps. I’ll be looking to add more if it drops to .21s Added more in the .21s I'll continue to accumulate with larger lot buys the further it retraces. IMO, at some point it won't make sense for the single "healthcare investor" to dump shares... they're already taking an approximate 20% loss when selling at .21. At some point, they may start defending the pps, but IMO it can still head lower. We're now trading in the .19 - .22 gap that I expected to fill. While I intend to continue to trade around this volatility as we go thru the capital raise & reverse process, I think that when the dust settles ATHX will be valued more than .21 ($67M market cap) by the end of this year for the following reasons: They essentially have 3 major shots on goal to increase the value of the company in the near-term:1) PMDA and Helios agree on path forward to commercialize MultiStem for ARDs. 2) PMDA and Helios agree on path forward to commercialize MultiStem for Stroke. 3) Dan announces the first partnership with non-dilutive funding. IMO, if any one of the items above hits ATHX will be valued more than $67M. IMO - based on recent guidance from both companies - all 3 items above are likely to hit. GL all. Some thoughts while we wait for news... I still believe what I wrote in the above post about the 3 major shots on goal that are pending. Also, it was good to read the last sentence in Monday's (9/12) SEC filing where Dan threw us a little bone by adding the below as the last sentence in that filing: "Athersys and Healios remain committed to the advancement of MultiStem in Japan for both the ischemic stroke and ARDS programs and we will
continue to work closely with Healios and the Pharmaceuticals and Medical Devices Agency on an appropriate path forward."
d18rn0p25nwr6d.cloudfront.net/CIK-0001368148/81f3df70-cb84-4fdd-99f3-f30b327777ec.pdfDan didn't have to add that last sentence, but he did... which tells me that a viable path forward for both ARDS and stroke remains on the table, with news coming fairly soon, at least for ARDS. Also and IMO, every biotech CEO in the world may be evaluating the PMDA and their go-forward strategies in Japan in terms of how the PMDA deals with Helios/Athersys and the path forward for those 2 programs. For example, if the PMDA comes back and tells Helios that both full-approval and conditional-approval will not be granted unless some new and expensive/time consuming thresholds are met (i.e. a new trial for example) then that type of response from the PMDA will be viewed as a 180 degree about-face from Japan's regenerative medicine laws passed in 2013 which aimed to attract promising therapies to Japan. For the above reason, I believe the PMDA and Helios will agree on a reasonable path forward, whereby the PMDA stands by their current regenerative medicine laws where conditional approval is granted based on safety and some signs of efficacy. If the PMDA does NOT grant conditional approval for either program (ARDS or stroke), IMO they'll be shooting themselves in the foot and undermining the current laws... thereby driving many future biotech trials away from Japan. I don't think the PMDA will shoot themselves in the foot, so I remain bullish on ATHX. (FYI my average cost now at .16 pre-split... underwater but bullish.) GL all. |
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athx1
New Member
Posts: 7
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Post by athx1 on Sept 21, 2022 22:06:17 GMT
The situation is dire! If there are results to be disclosed at the October presentation, for God's sake disclose them now to stem this diabolical implosion. Total silence is not working.
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Post by tmfbmf on Sept 22, 2022 17:03:20 GMT
The situation is dire! If there are results to be disclosed at the October presentation, for God's sake disclose them now to stem this diabolical implosion. Total silence is not working. The price of the stock looks like the company is heading into bankruptcy, but the BOD just got a ton of stock and employees are accepting stock awards in lieu of cash. So, are the insiders right or is the market right? |
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Post by selluwud on Sept 22, 2022 17:24:06 GMT
I'm resigned to fact I'm F'd. I've made a quite a bit trading this in the past, but it has all been lost with this fading value. Something we've not been told is weighing this down to the point of breaking.
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Post by omstem on Sept 22, 2022 20:43:30 GMT
I have almost written off this investment. I made mistakes in the past. But never made such grave mistake ever with any investment. $30,000 worth lesson.
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