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Post by dayanand33 on Dec 20, 2014 2:38:54 GMT
COO sells shares. Unfortunate news, considering we were all building up our position in hopes of good news. www.watchlistnews.com/athersys-coo-sells-38700-in-stock-athx/185912/I bet the market is going to react negatively. Wonder why is COO wanting to sell shares after near completion of Phase II? The modification in Phase II end points midway was already raising some concerns. |
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Post by jckrdu on Dec 20, 2014 3:26:33 GMT
COO sells shares. Unfortunate news, considering we were all building up our position in hopes of good news. www.watchlistnews.com/athersys-coo-sells-38700-in-stock-athx/185912/I bet the market is going to react negatively. Wonder why is COO wanting to sell shares after near completion of Phase II? The modification in Phase II end points midway was already raising some concerns. Saw that filing. Prearranged sales for tax purposes at part of 10b5-1 trading plan. Will look again. 5-6 ATHX execs sold on 12/18 and 12/19 for the same reasons. I think these are normal quarterly sales done when their awarded shares vest. |
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Post by dayanand33 on Dec 20, 2014 23:22:50 GMT
COO sells shares. Unfortunate news, considering we were all building up our position in hopes of good news. www.watchlistnews.com/athersys-coo-sells-38700-in-stock-athx/185912/I bet the market is going to react negatively. Wonder why is COO wanting to sell shares after near completion of Phase II? The modification in Phase II end points midway was already raising some concerns. Saw that filing. Prearranged sales for tax purposes at part of 105b trading plan. Will look again. 5-6 ATHX execs sold on 12/18 and 12/19 for the same reasons. I think these are normal quarterly sales done when their awarded shares vest. Thanks for the info Jim. Sorry that I got a little freaked out. Is there a way to know if these sales are indeed a part of their trading plan? |
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Post by jckrdu on Dec 20, 2014 23:50:36 GMT
Saw that filing. Prearranged sales for tax purposes at part of 105b trading plan. Will look again. 5-6 ATHX execs sold on 12/18 and 12/19 for the same reasons. I think these are normal quarterly sales done when their awarded shares vest. Thanks for the info Jim. Sorry that I got a little freaked out. Is there a way to know if these sales are indeed a part of their trading plan? They are. Go to the investors tab on their website and bring up the SEC filings. You'll see all the 12/18 and 12/19 filings. On each filing there is a footnote next to the amount of shares sold. In his case it was footnote #2 which states (farther down on the form under "explanations") that they're part of a 10b5-1 trading plan and were sold for "tax and planning purposes". Nothing unusual... happens all the time with the execs who are given shares as part of their comp package. |
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Post by tradeup on Dec 24, 2014 15:04:59 GMT
From Lee Buckler's Cell Therapy Blog ... The next "major event" in the sector will be results in a Phase 2 trial in ischemic stroke being conducted by Athersys Inc. (ATHX:NASDAQ), with results expected in Q1/2015, the analyst said. |
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Post by selluwud on Dec 29, 2014 13:06:55 GMT
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Post by jckrdu on Dec 29, 2014 14:22:37 GMT
Note I sent friends and family this morning... __________________
All,
PR out this morning that stroke enrollment has been completed. Results expected in about 90 days. Hopefully, with a stake now firmly in the ground that enrollment has been completed, selling pressure will be reduced and buying pressure will start to increase.
I'm expecting to see a pps of $2.00-ish sometime over the next 90 days before results are announced. With a market cap of only $100 million, the market currently is not reflecting any chance of favorable stroke results.
More news items are also pending including:
- Graft versus host disease (GVHD) - start of Phase 2/3 trial & potential partnership
- Start of Phase 2 Acute Myocardial Infraction (heart attack) trial
- Ulcerative Colitis Phase 2 trial update (trial sites updated on clinicaltrials.gov)
Jck
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Post by jckrdu on Dec 31, 2014 17:29:18 GMT
Note I sent friends and family this morning... __________________
All,
PR out this morning that stroke enrollment has been completed. Results expected in about 90 days. Hopefully, with a stake now firmly in the ground that enrollment has been completed, selling pressure will be reduced and buying pressure will start to increase.
I'm expecting to see a pps of $2.00-ish sometime over the next 90 days before results are announced. With a market cap of only $100 million, the market currently is not reflecting any chance of favorable stroke results.
More news items are also pending including:
- Graft versus host disease (GVHD) - start of Phase 2/3 trial & potential partnership
- Start of Phase 2 Acute Myocardial Infraction (heart attack) trial
- Ulcerative Colitis Phase 2 trial update (trial sites updated on clinicaltrials.gov)
Jck
ATHX continues to move higher. Risk/reward profile still very favorable IMO at $1.50-ish, as with any positive efficacy results reported in March, ATHX will be heading to a $10+ pps fairly quickly.
Revised primary and secondary efficacy endpoints favor positive Phase 2 efficacy results being reported, IMO.
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Post by hophead on Dec 31, 2014 17:34:57 GMT
When exactly are phase 2 results expected? Late q1 seems to be end of march I guess?
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Post by JHam on Dec 31, 2014 19:11:50 GMT
Note I sent friends and family this morning... __________________
All,
PR out this morning that stroke enrollment has been completed. Results expected in about 90 days. Hopefully, with a stake now firmly in the ground that enrollment has been completed, selling pressure will be reduced and buying pressure will start to increase.
I'm expecting to see a pps of $2.00-ish sometime over the next 90 days before results are announced. With a market cap of only $100 million, the market currently is not reflecting any chance of favorable stroke results.
More news items are also pending including:
- Graft versus host disease (GVHD) - start of Phase 2/3 trial & potential partnership
- Start of Phase 2 Acute Myocardial Infraction (heart attack) trial
- Ulcerative Colitis Phase 2 trial update (trial sites updated on clinicaltrials.gov)
Jck
ATHX continues to move higher. Risk/reward profile still very favorable IMO at $1.50-ish, as with any positive efficacy results reported in March, ATHX will be heading to a $10+ pps fairly quickly.
Revised primary and secondary efficacy endpoints favor positive Phase 2 efficacy results being reported, IMO.
$10!? I haven't been following this one very closely, but maybe it is time I start. I don't want to buy into this recent rally, but if it settles back down or forms a new base around these levels, maybe I will open a position before data in Q1. |
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Post by jckrdu on Dec 31, 2014 19:19:41 GMT
ATHX continues to move higher. Risk/reward profile still very favorable IMO at $1.50-ish, as with any positive efficacy results reported in March, ATHX will be heading to a $10+ pps fairly quickly.
Revised primary and secondary efficacy endpoints favor positive Phase 2 efficacy results being reported, IMO.
$10!? I haven't been following this one very closely, but maybe it is time I start. I don't want to buy into this recent rally, but if it settles back down or forms a new base around these levels, maybe I will open a position before data in Q1. JHam - Yep, $10-ish plus on positive Phase 2 efficacy results, IMO.
The failed UC trial results is what took it down from the $4s (early this year) to the $1s. So, if they report positive Phase 2 efficacy in stroke (much larger market than UC) it'll immediately move back to the $4-$5 baseline range of where it was previously trading before the UC results came out. Positive stroke results means it'll move up from the previous $4-5 base, IMO.
A $10 pps is only a $800 million market cap, which is peanuts for a company reporting positive Phase 2 efficacy results for one of the largest unmet medical needs in the world, and the leading cause of disability.
Layer in the potential to commercialize in Japan on positive Phase 2 efficacy results, and $10-ish is just the start of where ATHX could head fairly soon after results are announced.
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Post by dayanand33 on Dec 31, 2014 20:52:07 GMT
ATHX continues to move higher. Risk/reward profile still very favorable IMO at $1.50-ish, as with any positive efficacy results reported in March, ATHX will be heading to a $10+ pps fairly quickly.
Revised primary and secondary efficacy endpoints favor positive Phase 2 efficacy results being reported, IMO.
$10!? I haven't been following this one very closely, but maybe it is time I start. I don't want to buy into this recent rally, but if it settles back down or forms a new base around these levels, maybe I will open a position before data in Q1. Jham, I am averaging in the $1.4s on this one. The current entry point is not a bad one considering that it is unlikely to crash from here. The phase II enrollment has set a floor until the TLD ( approx end of 1st quarter) |
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Post by jckrdu on Dec 31, 2014 21:04:20 GMT
Nice close at high of the day on high volume.
Setting up nice.
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Post by RLC on Dec 31, 2014 22:36:58 GMT
Nice close at high of the day on high volume. Setting up nice. And of course I sold a good amount at $1.44 today right before the strong push into the $1.50's. The only reason I sold is too free up a little cash for a possible fresh trading position for OCAT. ATHX is still my largest current position though, even after the sale. Thank you BCLI for making up for this  |
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Post by JHam on Jan 1, 2015 5:26:21 GMT
Nice close at high of the day on high volume. Setting up nice. And of course I sold a good amount at $1.44 today right before the strong push into the $1.50's. The only reason I sold is too free up a little cash for a possible fresh trading position for OCAT. ATHX is still my largest current position though, even after the sale. Thank you BCLI for making up for this Nice job RLC! It takes courage to sell sometimes and regardless, you are locking in profits. Happy New Year! |
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Post by jckrdu on Jan 1, 2015 14:18:30 GMT
And of course I sold a good amount at $1.44 today right before the strong push into the $1.50's. The only reason I sold is too free up a little cash for a possible fresh trading position for OCAT. ATHX is still my largest current position though, even after the sale. Thank you BCLI for making up for this Nice job RLC! It takes courage to sell sometimes and regardless, you are locking in profits. Happy New Year! Agree, locking in some profits is never a bad thing. With any stock, selling at the right time is often the hardest part.
IMO, with the stroke enrollment completion stake in the ground, the next 90 days is going to be fun for ATHX investors. Per my previous posts, I'm expecting "$2-ish" sometime over the next 90 days. To be a little more specific, I think somewhere between $2 to $2.50 is likely before 4/1/2015.
Based on that expectation, I'm comfortable keeping my $ parked in ATHX, and may take some profits if/when it spikes higher. While I'm keeping an eye on OCAT, I think pricing in the low $5s is more likely given the prior failed attempts to price, so I'm not itching to rebuy OCAT at the moment, especially with ATHX in a general uptrend. I can sell some ATHX and rebuy OCAT within the same hour if needed.
I added a few more potential ATHX catalysts to my prior list... obesity partnership (ATHX has been discussing their intent to partner this program for years... new obesity video posted to ATHX website in December) and liver transplant results (trial is evaluating the use of Multi-stem to control the immune response so immunosuppressant drugs are not needed).
ATHX news items pending:
- Stroke Results Phase 2 (End 1st QTR 2015) - Graft versus host disease (GVHD) - start of Phase 2/3 trial & potential partnership (Any time)
- Start of Phase 2 Acute Myocardial Infarction (heart attack) trial (Any time)
- Ulcerative Colitis Phase 2 trial update (trial sites updated on clinicaltrials.gov) (Any time) - Obesity Partnership (Any time) - Liver Transplant Results (2nd QTR 2015)
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Post by dayanand33 on Jan 2, 2015 14:30:10 GMT
Nice job RLC! It takes courage to sell sometimes and regardless, you are locking in profits. Happy New Year! Agree, locking in some profits is never a bad thing. With any stock, selling at the right time is often the hardest part.
IMO, with the stroke enrollment completion stake in the ground, the next 90 days is going to be fun for ATHX investors. Per my previous posts, I'm expecting "$2-ish" sometime over the next 90 days. To be a little more specific, I think somewhere between $2 to $2.50 is likely before 4/1/2015.
Based on that expectation, I'm comfortable keeping my $ parked in ATHX, and may take some profits if/when it spikes higher. While I'm keeping an eye on OCAT, I think pricing in the low $5s is more likely given the prior failed attempts to price, so I'm not itching to rebuy OCAT at the moment, especially with ATHX in a general uptrend. I can sell some ATHX and rebuy OCAT within the same hour if needed.
I added a few more potential ATHX catalysts to my prior list... obesity partnership (ATHX has been discussing their intent to partner this program for years... new obesity video posted to ATHX website in December) and liver transplant results (trial is evaluating the use of Multi-stem to control the immune response so immunosuppressant drugs are not needed).
ATHX news items pending:
- Stroke Results Phase 2 (End 1st QTR 2015) - Graft versus host disease (GVHD) - start of Phase 2/3 trial & potential partnership (Any time)
- Start of Phase 2 Acute Myocardial Infarction (heart attack) trial (Any time)
- Ulcerative Colitis Phase 2 trial update (trial sites updated on clinicaltrials.gov) (Any time) - Obesity Partnership (Any time) - Liver Transplant Results (2nd QTR 2015)
Jim, The obesity trial would be using a drug and not stem cells, correct? I am yet to view that video but any idea about the signs of efficacy(if any) |
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Post by avtech on Jan 2, 2015 16:04:40 GMT
jckrdu,
Using the bcli win to jump in here at 1.60 rather than putting more funds into ocat...been watching this one with you for a few months and feel very comfortable at this level...
Thanks again for your contributions, BB
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Post by JHam on Jan 2, 2015 17:41:40 GMT
jckrdu, Using the bcli win to jump in here at 1.60 rather than putting more funds into ocat...been watching this one with you for a few months and feel very comfortable at this level... Thanks again for your contributions, BB I took a page out of avtech's playbook and opened a position here with BCLI profits. I like the cash position and that it is pretty beat down right now. The reason for the collapse (not meeting primary endpoint with the UC trial) reminds me of FOLD. I still need to do more DD on this, especially need to look more closely at the science, but so far I like what I see. I didn't open a huge position. Just enough that will be meaningful if the stroke data comes back positive, and won't be the end of the world if it isn't. P.S. Averaged at $1.57. |
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Post by jckrdu on Jan 2, 2015 17:53:53 GMT
Agree, locking in some profits is never a bad thing. With any stock, selling at the right time is often the hardest part.
IMO, with the stroke enrollment completion stake in the ground, the next 90 days is going to be fun for ATHX investors. Per my previous posts, I'm expecting "$2-ish" sometime over the next 90 days. To be a little more specific, I think somewhere between $2 to $2.50 is likely before 4/1/2015.
Based on that expectation, I'm comfortable keeping my $ parked in ATHX, and may take some profits if/when it spikes higher. While I'm keeping an eye on OCAT, I think pricing in the low $5s is more likely given the prior failed attempts to price, so I'm not itching to rebuy OCAT at the moment, especially with ATHX in a general uptrend. I can sell some ATHX and rebuy OCAT within the same hour if needed.
I added a few more potential ATHX catalysts to my prior list... obesity partnership (ATHX has been discussing their intent to partner this program for years... new obesity video posted to ATHX website in December) and liver transplant results (trial is evaluating the use of Multi-stem to control the immune response so immunosuppressant drugs are not needed).
ATHX news items pending:
- Stroke Results Phase 2 (End 1st QTR 2015) - Graft versus host disease (GVHD) - start of Phase 2/3 trial & potential partnership (Any time)
- Start of Phase 2 Acute Myocardial Infarction (heart attack) trial (Any time)
- Ulcerative Colitis Phase 2 trial update (trial sites updated on clinicaltrials.gov) (Any time) - Obesity Partnership (Any time) - Liver Transplant Results (2nd QTR 2015)
Jim, The obesity trial would be using a drug and not stem cells, correct? I am yet to view that video but any idea about the signs of efficacy(if any) Day - That's my understanding... it's some type of compound they created. The below is a brief summary from their website... there's more information on the website under "other programs". I'll need to watch their obesity video again, but I believe all of ATHX's work is at the pre-clinical stage. IMO, they're looking for a partner to take this through the trials. I don't pay much attention to this program, but the fact that they recently posted the obesity video could be a signal that more news is coming. _____________________
In addition to our regenerative medicine programs, we are focused on creating a new class of compounds that target a key receptor in the brain the 5HT2c receptor. This receptor system has been extensively validated both pre-clinically and clinically as being relevant for treating neurological conditions that involve then 5HT2 serotonin receptor system. Potent and selective compounds that act at this receptor have shown clinical potential for treating obesity and other conditions, such as schizophrenia. We have developed a novel and proprietary portfolio of compounds that exhibit best in class characteristics due to their outstanding potency and selectivity profiles, that we believe have the potential to be developed as safer and more effective medicines for these and potentially other conditions where this receptor system is clinically relevant.
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