|
|
Post by Yelk on Mar 28, 2015 16:07:48 GMT
The company has announced that the full data set from the Phase 2a study will be presented in poster form at the American Academy of Neurology (AAN) annual meeting that is taking place in Washington, D.C. from April 18-25, 2015. With the recent data from CUR and the Insanely low market cap of BCLI we could see significant upside here as the share price sold off to what I believe is rock bottom as it was near what it was before the positive results. BCLI Currently has enrolled 23/48 patients and have had no issues so far for the U.S. Clinical trial where we will see results in 2016. Assuming BCLI has good data to present in April there could be an excellent swing trade here with the small float and we see another 50% jump to $6-$7 range. depending on how good the data is. My thoughts are similar to CUR in that if the results are less than stellar there is still an easy exit with minimal loss as there is a clinical trial ongoing in the U.S. and the stock price is already rock bottom. A recent article by Jason Napodano dated yesterday says BCLI should be trading at $10/share. seekingalpha.com/article/3033326-why-you-should-own-brainstorm-cell-therapeuticsPersonally I thought CUR's treatment was better, more permanent and came closer to healing the patient. However if BCLI's product works, comes close to flat lining patients or at least prolongs life and provides a better quality of life for twice as long this is statistical evidence over current treatment of Riluzole® which costs $50,000 per year and only extends survival by two to three months. Assuming the data in April supports what we already know I see nothing stopping BCLI from commercialization. The obvious risks here include similar risks to CUR in that the studies were smaller and we are dealing with a very unstable disease. Conclusion: I am spread thin at the moment but I will be looking to readjust portfolio to have at least a medium size in here. I see a large potential for upside with minimal risk and I believe the current share price and market cap represents a unique opportunity against a disease the worlds wants to see cured. Remember CUR's market cap was a bit ridiculous at time of data release and I believe this to be a different situation as the market already views BCLI properly as we see the solution is a very high decline rate number and not flat lining miracle as CUR's CEO led many retail investors to believe. I think it is important to take baby steps in this field and the CEO of CUR gave the market too much hope and confusing data. Once again there are obvious risks however there is a good chance depending on Apri's data that in the next month we could double and in 2016 we could triple in the run-up to results. While every bio-tech has obvious upside I refer to the comments above to why I believe this situation to be unique. As stated in Jason's article: " With top-line data presented from the Phase 2a trial, Brainstorm has successfully demonstrated proof-of-concept for NurOwn™ cells for the treatment of ALS. However, it must be kept in mind that this was a single center study with data only available from 12 patients. This doesn't necessarily take away from the positive results reported, but means that additional data is necessary before firm conclusions can be drawn about the ability of NurOwn™ treatment to augment the natural progression of ALS." "From a valuation standpoint, we think Brainstorm shares are attractive. The company is well capitalized, with $8.5 million in the bank as of December 31, 2015 and a new $13 million raised in January 2015. In terms of timeline, top-line data from the Phase 2 trial should be available around the middle of 2016. We anticipate a Phase 3 trial starting in 2017, NDA filing in 2019, and approval in 2020. Riluzole® costs $50,000 per year and only extends survival by two to three months. Based on our rudimentary graph above, we believe NurOwn - after one dose - could extend survival by as much as twelve months. Multiple IT doses could push this number even higher. As such, we think $100,000 per treatment is very realistic for NurOwn. We have built a detailed financial model to forecast potential sales of NurOwn in ALS. We believe U.S. penetration could approach 40%, which would put U.S. sales at the $1.6 billion range. With 25% probability of success and 20% discount rate, we see Brainstorm worth $250 million, or $10 per share." |
|
|
|
Post by JHam on Mar 29, 2015 17:55:40 GMT
The company has announced that the full data set from the Phase 2a study will be presented in poster form at the American Academy of Neurology (AAN) annual meeting that is taking place in Washington, D.C. from April 18-25, 2015. With the recent data from CUR and the Insanely low market cap of BCLI we could see significant upside here as the share price sold off to what I believe is rock bottom as it was near what it was before the positive results. BCLI Currently has enrolled 23/48 patients and have had no issues so far for the U.S. Clinical trial where we will see results in 2016. Assuming BCLI has good data to present in April there could be an excellent swing trade here with the small float and we see another 50% jump to $6-$7 range. depending on how good the data is. My thoughts are similar to CUR in that if the results are less than stellar there is still an easy exit with minimal loss as there is a clinical trial ongoing in the U.S. and the stock price is already rock bottom. A recent article by Jason Napodano dated yesterday says BCLI should be trading at $10/share. seekingalpha.com/article/3033326-why-you-should-own-brainstorm-cell-therapeuticsPersonally I thought CUR's treatment was better, more permanent and came closer to healing the patient. However if BCLI's product works, comes close to flat lining patients or at least prolongs life and provides a better quality of life for twice as long this is statistical evidence over current treatment of Riluzole® which costs $50,000 per year and only extends survival by two to three months. Assuming the data in April supports what we already know I see nothing stopping BCLI from commercialization. The obvious risks here include similar risks to CUR in that the studies were smaller and we are dealing with a very unstable disease. Conclusion: I am spread thin at the moment but I will be looking to readjust portfolio to have at least a medium size in here. I see a large potential for upside with minimal risk and I believe the current share price and market cap represents a unique opportunity against a disease the worlds wants to see cured. Remember CUR's market cap was a bit ridiculous at time of data release and I believe this to be a different situation as the market already views BCLI properly as we see the solution is a very high decline rate number and not flat lining miracle as CUR's CEO led many retail investors to believe. I think it is important to take baby steps in this field and the CEO of CUR gave the market too much hope and confusing data. Once again there are obvious risks however there is a good chance depending on Apri's data that in the next month we could double and in 2016 we could triple in the run-up to results. While every bio-tech has obvious upside I refer to the comments above to why I believe this situation to be unique. As stated in Jason's article: " With top-line data presented from the Phase 2a trial, Brainstorm has successfully demonstrated proof-of-concept for NurOwn™ cells for the treatment of ALS. However, it must be kept in mind that this was a single center study with data only available from 12 patients. This doesn't necessarily take away from the positive results reported, but means that additional data is necessary before firm conclusions can be drawn about the ability of NurOwn™ treatment to augment the natural progression of ALS." "From a valuation standpoint, we think Brainstorm shares are attractive. The company is well capitalized, with $8.5 million in the bank as of December 31, 2015 and a new $13 million raised in January 2015. In terms of timeline, top-line data from the Phase 2 trial should be available around the middle of 2016. We anticipate a Phase 3 trial starting in 2017, NDA filing in 2019, and approval in 2020. Riluzole® costs $50,000 per year and only extends survival by two to three months. Based on our rudimentary graph above, we believe NurOwn - after one dose - could extend survival by as much as twelve months. Multiple IT doses could push this number even higher. As such, we think $100,000 per treatment is very realistic for NurOwn. We have built a detailed financial model to forecast potential sales of NurOwn in ALS. We believe U.S. penetration could approach 40%, which would put U.S. sales at the $1.6 billion range. With 25% probability of success and 20% discount rate, we see Brainstorm worth $250 million, or $10 per share." I am definitely hoping to own this stock again before P2 US interim data is released. I actually have always preferred BCLI over CUR as I think the method of delivery is so simple for BCLI compared to CUR, and so far I haven't been convinced that CUR's treatment results in better efficacy. Granted I have not been following it very much as of late. I was thinking of taking some ATHX profits and getting back in before they announce the new indication, which could be Autism, MS, or Parkinson's. Jason flat out asked them when they would announce the IND for Autism. Fiorino didn't acknowledge or deny whether or not it would be for autism. That seems like a tricky indication for me, so I am hoping it is either Parkinson's or MS. |
|
|
|
Post by selluwud on Mar 31, 2015 15:15:27 GMT
The company has announced that the full data set from the Phase 2a study will be presented in poster form at the American Academy of Neurology (AAN) annual meeting that is taking place in Washington, D.C. from April 18-25, 2015. With the recent data from CUR and the Insanely low market cap of BCLI we could see significant upside here as the share price sold off to what I believe is rock bottom as it was near what it was before the positive results. BCLI Currently has enrolled 23/48 patients and have had no issues so far for the U.S. Clinical trial where we will see results in 2016. Assuming BCLI has good data to present in April there could be an excellent swing trade here with the small float and we see another 50% jump to $6-$7 range. depending on how good the data is. My thoughts are similar to CUR in that if the results are less than stellar there is still an easy exit with minimal loss as there is a clinical trial ongoing in the U.S. and the stock price is already rock bottom. A recent article by Jason Napodano dated yesterday says BCLI should be trading at $10/share. seekingalpha.com/article/3033326-why-you-should-own-brainstorm-cell-therapeuticsPersonally I thought CUR's treatment was better, more permanent and came closer to healing the patient. However if BCLI's product works, comes close to flat lining patients or at least prolongs life and provides a better quality of life for twice as long this is statistical evidence over current treatment of Riluzole® which costs $50,000 per year and only extends survival by two to three months. Assuming the data in April supports what we already know I see nothing stopping BCLI from commercialization. The obvious risks here include similar risks to CUR in that the studies were smaller and we are dealing with a very unstable disease. Conclusion: I am spread thin at the moment but I will be looking to readjust portfolio to have at least a medium size in here. I see a large potential for upside with minimal risk and I believe the current share price and market cap represents a unique opportunity against a disease the worlds wants to see cured. Remember CUR's market cap was a bit ridiculous at time of data release and I believe this to be a different situation as the market already views BCLI properly as we see the solution is a very high decline rate number and not flat lining miracle as CUR's CEO led many retail investors to believe. I think it is important to take baby steps in this field and the CEO of CUR gave the market too much hope and confusing data. Once again there are obvious risks however there is a good chance depending on Apri's data that in the next month we could double and in 2016 we could triple in the run-up to results. While every bio-tech has obvious upside I refer to the comments above to why I believe this situation to be unique. As stated in Jason's article: " With top-line data presented from the Phase 2a trial, Brainstorm has successfully demonstrated proof-of-concept for NurOwn™ cells for the treatment of ALS. However, it must be kept in mind that this was a single center study with data only available from 12 patients. This doesn't necessarily take away from the positive results reported, but means that additional data is necessary before firm conclusions can be drawn about the ability of NurOwn™ treatment to augment the natural progression of ALS." "From a valuation standpoint, we think Brainstorm shares are attractive. The company is well capitalized, with $8.5 million in the bank as of December 31, 2015 and a new $13 million raised in January 2015. In terms of timeline, top-line data from the Phase 2 trial should be available around the middle of 2016. We anticipate a Phase 3 trial starting in 2017, NDA filing in 2019, and approval in 2020. Riluzole® costs $50,000 per year and only extends survival by two to three months. Based on our rudimentary graph above, we believe NurOwn - after one dose - could extend survival by as much as twelve months. Multiple IT doses could push this number even higher. As such, we think $100,000 per treatment is very realistic for NurOwn. We have built a detailed financial model to forecast potential sales of NurOwn in ALS. We believe U.S. penetration could approach 40%, which would put U.S. sales at the $1.6 billion range. With 25% probability of success and 20% discount rate, we see Brainstorm worth $250 million, or $10 per share." I am definitely hoping to own this stock again before P2 US interim data is released. I actually have always preferred BCLI over CUR as I think the method of delivery is so simple for BCLI compared to CUR, and so far I haven't been convinced that CUR's treatment results in better efficacy. Granted I have not been following it very much as of late. I was thinking of taking some ATHX profits and getting back in before they announce the new indication, which could be Autism, MS, or Parkinson's. Jason flat out asked them when they would announce the IND for Autism. Fiorino didn't acknowledge or deny whether or not it would be for autism. That seems like a tricky indication for me, so I am hoping it is either Parkinson's or MS. What entry point are you looking at JHam. Do you see a short term dip in the near future as it seems typical of many stocks to be raided sometime shortly before data release points? |
|
|
|
Post by Yelk on Mar 31, 2015 15:28:14 GMT
Started in 15% yesterday. Going to average down here to maybe 50% position before April 20ish hopefully.
|
|
|
|
Post by JHam on Apr 14, 2015 11:10:59 GMT
BrainStorm Cell Therapeutics to Present Positive NurOwn® Phase 2a Clinical Data at American Academy of Neurology Annual Meeting HACKENSACK, N.J. and PETACH TIKVAH, Israel, April 14, 2015 /PRNewswire/ -- BrainStorm Cell Therapeutics Inc. (NASDAQ: BCLI), a leading developer of adult stem cell technologies for neurodegenerative diseases, today announced that results from its phase 2a study of NurOwn® in amyotrophic lateral sclerosis (ALS) and additional analyses will be presented at the American Academy of Neurology annual meeting, taking place in Washington D.C. from April 18 to 25, 2015. BrainStorm Cell Therapeutics BrainStorm's CEO Tony Fiorino, MD, PhD, commented "We are thrilled to have the opportunity to share our results at this prestigious venue, and we look forward to discussing these findings with the medical community." NurOwn® is an autologous cell therapy in which bone marrow-derived mesenchymal stem cells are expanded and then, under proprietary conditions, induced to secrete several neurotrophic factors known to promote neuronal survival. BrainStorm has completed two clinical trials of these neurotrophic factor-secreting mesenchymal stem cells in Israel, and is currently enrolling a randomized, double-blind, placebo-controlled phase 2 study at three centers in the United States. The presentation details are as follows: Poster: P2.059 "Autologous Transplantation of Mesenchymal Stem Cells Secreting Neurotrophic Factors (Nurown™) in ALS: Results of a Phase 2 Clinical Trial" Session Date/Time: Session P2, Tuesday April 21, 2015, 7:30am to 12:00pm (EDT) Location: Walter E. Washington Convention Center, Washington, DC About BrainStorm Cell Therapeutics, Inc. BrainStorm Cell Therapeutics Inc. is a biotechnology company engaged in the development of first-of-its-kind adult stem cell therapies derived from autologous bone marrow cells for the treatment of neurodegenerative diseases. The Company holds the rights to develop and commercialize its NurOwn® technology through an exclusive, worldwide licensing agreement with Ramot, the technology transfer company of Tel Aviv University. For more information, visit the company's website at www.brainstorm-cell.com. Safe Harbor Statement Statements in this announcement other than historical data and information constitute "forward-looking statements" and involve risks and uncertainties that could cause BrainStorm Cell Therapeutics Inc.'s actual results to differ materially from those stated or implied by such forward-looking statements. Terms and phrases such as "may," "should," "would," "could," "will," "expect," "likely," "believe," "plan," "estimate," "predict," "potential," and similar terms and phrases are intended to identify these forward-looking statements. The potential risks and uncertainties include, without limitation, risks associated with BrainStorm's limited operating history, history of losses; minimal working capital, dependence on its license to Ramot's technology; ability to adequately protect the technology; dependence on key executives and on its scientific consultants; ability to obtain required regulatory approvals; and other factors detailed in BrainStorm's annual report on Form 10-K and quarterly reports on Form 10-Q available at www.sec.gov. These factors should be considered carefully, and readers should not place undue reliance on BrainStorm's forward-looking statements. The forward-looking statements contained in this press release are based on the beliefs, expectations and opinions of management as of the date of this press release. We do not assume any obligation to update forward-looking statements to reflect actual results or assumptions if circumstances or management's beliefs, expectations or opinions should change, unless otherwise required by law. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. Logo - photos.prnewswire.com/prnh/20141006/150511CONTACT: Media: BrainStorm Cell Therapeutics Inc., Tony Fiorino, MD, PhD, Chief Executive Officer, Phone: 201-488-0460, info@brainstorm-cell.com; Investors: LifeSci Advisors, LLC, Michael Rice, Phone: 646-597-6979, mrice@lifesciadvisors.com |
|
|
|
Post by JHam on Apr 14, 2015 11:13:09 GMT
|
|
|
|
Post by selluwud on Apr 14, 2015 11:47:56 GMT
Busy premarket action with some volume and a nice price spike. Gap up this AM?
|
|
|
|
Post by RLC on Apr 14, 2015 11:58:54 GMT
Congrats to holders! Looks like it should be a good day.
|
|
|
|
Post by JHam on Apr 14, 2015 12:27:49 GMT
Congrats to holders! Looks like it should be a good day. I am thinking that any bump may be short lived. Of course I could be wrong, but we already knew this data was going to be positive based on the interim data. So I don't really see this as major news. USA P2 interim data if positive, could be huge and maybe take this to another level. Crossing my fingers that pre-market will hold and be sustained for those holding. |
|
|
|
Post by selluwud on Apr 14, 2015 12:31:22 GMT
1/2 of a day's avg volume before 8:30, going to be interesting. This issue ran quick and fast the last time it got a lot of play, then came back down just as fast. I think I will have my hand on the trigger.
|
|
|
|
Post by Yelk on Apr 14, 2015 12:36:44 GMT
I knew it was April 21 last week? How is this big news? Oh well, glad market reacting haha  |
|
|
|
Post by Yelk on Apr 14, 2015 12:37:52 GMT
Funny because I tweeted last night $5+ mini run up for BCLI april 21, can go look. Going to be really hard to know when to sell here. I think $5 is more than fair but this thing can drop fast too. I think I will just hold for a few days as could be more run-up.
|
|
|
|
Post by selluwud on Apr 14, 2015 18:43:26 GMT
Sold here today for 5.00. Looking for a retrace before anything significant is revealed. there are a couple of gaps
|
|
|
|
Post by Yelk on Apr 19, 2015 17:29:16 GMT
Just as a reminder tomorrow is the last trading day before full results are expected. I plan to have my article for BCLI out tonight. I've been reading through other articles and was shocked at what Wall Street Titan said:
"These are the two salient points that cause me to be very cautious about BCLI:
First of all, patients treated with NurOwn in this trial continued to get worse. While the rate of progression of the disease does seem to slowdown there is nothing here to indicate that this therapy will provide a meaningful and profound long term outcome. Is prolonging the life of a patient suffering from this horrible disease a blessing or a curse?
If Brainstorm were to make it to FDA approval would insurance companies pay for a treatment that would significantly increase health care costs without providing the patient with any hope for a cure but just a prolonged life of suffering? Would ALS patients and their families even want such an outcome?"
Wow... as I said I knew someone who had ALS and I think to have even another few months of relative health with family and son anyone would pay for that. Also this may work even better multi dose..
Anyways:
I think there could be a run-up tomorrow morning and could be a nice pop on full data (or may not be) either was the shares are fairly valued for at least $10 which I will go over in my article which should mitigate risk for long term holders into 2016.
|
|
|
|
Post by Yelk on Apr 19, 2015 23:05:42 GMT
Nice chart for tomorrow. Perfect $5 hold mark set to break $5.50 level. I think a good chance we could see a 10% green day. Could be wrong but we'll see.
|
|
|
|
Post by actcfan on Apr 20, 2015 15:43:35 GMT
Sold here today for 5.00. Looking for a retrace before anything significant is revealed. there are a couple of gaps Nice call Selluwud. Not sure what is causing the drop today, I guess sell before the news? |
|
|
|
Post by Yelk on Apr 20, 2015 16:36:27 GMT
Sold here today for 5.00. Looking for a retrace before anything significant is revealed. there are a couple of gaps Nice call Selluwud. Not sure what is causing the drop today, I guess sell before the news? Yup I was totally wrong lol. I also had to sell down at bottom. I literally can't the risk for tomorrow, my portfolio is exploding the last week. |
|
|
|
Post by selluwud on Apr 20, 2015 17:12:07 GMT
Sold here today for 5.00. Looking for a retrace before anything significant is revealed. there are a couple of gaps Nice call Selluwud. Not sure what is causing the drop today, I guess sell before the news? Not sure either, but the large gap up is now refilling and I will try to get in around 4.50-4.60 to hold up before full results ** Got in at 4.53 |
|
|
|
Post by Yelk on Apr 21, 2015 11:35:46 GMT
|
|
|
|
Post by JHam on Apr 21, 2015 11:51:49 GMT
|
|
