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Post by jckrdu on Dec 17, 2015 17:16:40 GMT
Thanks jckrdu, I am very comfortable at this entry level knowing 12.5m shrs were placed in May at $2. That fact in addition to your points brought this into my wheelhouse:) I especially like the idea of using ATHX and CLBS as parallel stem cell investment opportunities for Japanese partnering given that one is using allogeneic and the other autologous stem cell approaches. And no warrants given with that $2 offering, so the investors are probably still holding the stock... and didn't immediately dump their shares as we've seen with other offerings with warrants.
I'm not expecting another capital raise from CLBS anytime soon as they just put a $30M credit line in place with Aspire. My guess is that the CEO plans to use that credit line as needed to fill any funding gaps over the next 6-12 months, where his ultimate goal is to continue ramping up the PCT division to generate more cash for the needs of the business.
A significant new PCT deal announcement or a Japan partnership should really move the stock. Hopefully we'll get some news soon.
Good luck Avtech.
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Post by lovie350z on Jan 6, 2016 21:08:35 GMT
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Post by morangie777 on Jan 6, 2016 21:41:56 GMT
Focusing on building out the cell manufacturing business and on initiating the Diabetes Phase 2 trial. So their most advanced trial gets discontinued, because the competitive landscape has changed.
Interesting developments. I am still on the side lines, but was thinking about building a position here. Long term I think this sounds like the right focused strategy. Short term not sure, as their most advanced candidate gets shelved. any guesses on the market reaction tomorrow?
Edit: getting hit hard in AH trading. overreaction or trend for the coming days....?
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Post by jckrdu on Jan 6, 2016 22:11:05 GMT
Focusing on building out the cell manufacturing business and on initiating the Diabetes Phase 2 trial. So their most advanced trial gets discontinued, because the competitive landscape has changed.
Interesting developments. I am still on the side lines, but was thinking about building a position here. Long term I think this sounds like the right focused strategy. Short term not sure, as their most advanced candidate gets shelved. any guesses on the market reaction tomorrow?
Edit: getting hit hard in AH trading. overreaction or trend for the coming days....?
Hard to say. Certainly not good news shelving their most advanced Phase 3 program. Market certainly hates the news now, but may start coming around after we get more explanation during tomorrow's conference call. If they paint a rosy financial picture going forward, the market may really start liking this news.
I want to see what they say about near-term partnership opportunities in Japan, and whether or not critical limb ischemia is still a priority to partner.
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Post by jckrdu on Jan 7, 2016 0:31:43 GMT
Final thoughts for the night...
Relatively low volume after hours... difficult to draw any conclusions on how the market will react. I think we'll be down tomorrow, but hopefully recover off these after hour lows.
On the investors page of their website (see below), they're highlighting PCT as they did in the PR, but also mention the T-Reg and Ischemic repair programs. Hope is they partner in Japan soon for ischemic repair... and also find a combo partner for the CLBS20 program that was shutdown.
At a Glance •PCT provides development, manufacturing and delivery of cell-based therapies for an impressive and growing list of established cell therapy leaders •Additional platforms for autoimmune disorders (Treg cells) and multiple ischemic repair indications (CD34+ expressing cells) •Highly experienced management and scientific team
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Post by harleyquinn on Jan 7, 2016 13:11:21 GMT
Bloodbath pre market.
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Post by JHam on Jan 7, 2016 13:15:05 GMT
Interesting. When you really look at the totality of the news, this could really be in oversold territory.
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Post by morangie777 on Jan 7, 2016 15:30:08 GMT
Picked up some this morning. My first CLBS. Fingers crossed. glta
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Post by harleyquinn on Jan 8, 2016 15:02:15 GMT
Down to .4!
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Post by morangie777 on Jan 8, 2016 15:27:04 GMT
Yeah. Didn't see that one coming. It seems ultra cheap, but maybe I'm wrong? Hm
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Post by jckrdu on Jan 8, 2016 15:29:49 GMT
Oversold IMO. Market wants to see financials in March. Should rebound from here.
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Post by observingthechaos on Jan 8, 2016 20:45:36 GMT
/sigh
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Post by morangie777 on Jan 8, 2016 21:44:28 GMT
1-day owner of shares and already in the game of averaging down. I know my pain is small compared to long term holders. But still.... Next week should be interesting, counting on some recovery.
Good luck. From here on!
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Post by jckrdu on Jan 11, 2016 14:06:38 GMT
finance.yahoo.com/news/caladrius-biosciences-licenses-cd34-technology-123000046.htmlLicensing deal announced. Nice to see this news, but no upfront cash. Should help the pps find a bottom. In this PR, the CEO still alludes to licensing the technology for critical limb ischemia (CLI) in Japan, so I do think that deal is coming. In the prior PR when they announced the re-focus, he specifically mentioned CLI and gave guidance that CLI would move forward “in 2016”. Not sure when we’ll get CLI/Japan news. That news, plus the updated financials in March – if positive – may allow the stock to recover. I added a little more last week when it got down into the .40s, and intend to hold thru the next financial news and until we get the Japan/CLI news.
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Post by morangie777 on Jan 11, 2016 21:48:11 GMT
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Post by jckrdu on Jan 14, 2016 17:37:14 GMT
finance.yahoo.com/news/caladrius-biosciences-licenses-cd34-technology-123000046.htmlLicensing deal announced. Nice to see this news, but no upfront cash. Should help the pps find a bottom. In this PR, the CEO still alludes to licensing the technology for critical limb ischemia (CLI) in Japan, so I do think that deal is coming. In the prior PR when they announced the re-focus, he specifically mentioned CLI and gave guidance that CLI would move forward “in 2016”. Not sure when we’ll get CLI/Japan news. That news, plus the updated financials in March – if positive – may allow the stock to recover. I added a little more last week when it got down into the .40s, and intend to hold thru the next financial news and until we get the Japan/CLI news. Stock is recovering a bit after the push down into the .40s.
Next catalysts I'm looking for to hopefully take it back to the .70 - .80 range:
1. Announcement of new PCT deals (Any time) 2. Announcement of CLI partnership in Japan (Any time) - In the last conference call when they announced the re-focus on PCT, the CEO stated that they've met with the Japan PMDA and have PMDA approval of the trial design, so that if the 34 patient Phase 2 trial meets the endpoints, they'll be able to secure conditional approval. Per the CEO, they've positioned this to be a "turnkey" project for a partner to fund. No telling when they secure the partner, but they could release news regarding the PMDA's approval of the trial design at any time. 3. Financials (March conference call) - I believe this is the next time we'll hear a financial update.
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Post by jckrdu on Jan 22, 2016 15:30:04 GMT
finance.yahoo.com/news/caladrius-biosciences-licenses-cd34-technology-123000046.htmlLicensing deal announced. Nice to see this news, but no upfront cash. Should help the pps find a bottom. In this PR, the CEO still alludes to licensing the technology for critical limb ischemia (CLI) in Japan, so I do think that deal is coming. In the prior PR when they announced the re-focus, he specifically mentioned CLI and gave guidance that CLI would move forward “in 2016”. Not sure when we’ll get CLI/Japan news. That news, plus the updated financials in March – if positive – may allow the stock to recover. I added a little more last week when it got down into the .40s, and intend to hold thru the next financial news and until we get the Japan/CLI news. Stock is recovering a bit after the push down into the .40s.
Next catalysts I'm looking for to hopefully take it back to the .70 - .80 range:
1. Announcement of new PCT deals (Any time) 2. Announcement of CLI partnership in Japan (Any time) - In the last conference call when they announced the re-focus on PCT, the CEO stated that they've met with the Japan PMDA and have PMDA approval of the trial design, so that if the 34 patient Phase 2 trial meets the endpoints, they'll be able to secure conditional approval. Per the CEO, they've positioned this to be a "turnkey" project for a partner to fund. No telling when they secure the partner, but they could release news regarding the PMDA's approval of the trial design at any time. 3. Financials (March conference call) - I believe this is the next time we'll hear a financial update.
CEO's 1/18/2016 presentation at Noble is now available; see link below.
With regard to the bolded above: Go to minute 18:20 to hear him talk about the critical limb ischemia program and the approach to partner the program, which he states are "in late stages of discussion". IMO, Japan partnership news will be announced sometime in the first half of 2016.... hopefully sooner rather than later. noble.mediasite.com/mediasite/Play/d129c929d205401a87b070fe1a238e031d
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Post by morangie777 on Jan 22, 2016 22:35:17 GMT
Overall very pleasant to hear the man speak. Good overview of what this company is in the year 2016.
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Post by morangie777 on Feb 10, 2016 22:43:08 GMT
The problem with these guys is that even after the announced layoffs and trial changes, their expenses appear to be still way too high, but that's just my assessment. And with the very reduced market capital it will be near impossible to finance that through stock issues. PCT revenue is not there yet to compensate. About next week I expect to see a Nasdaq Delisting Notice. While itself not yet a big problem, it may put further downward pressure on the stock. Then the Call in March. I have a feeling it is not going to be good, the turnaround will take more time to show up on everyone's radar.
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Post by morangie777 on Feb 18, 2016 17:36:33 GMT
February 17, 2016 Caladrius to Receive Royalties on Product Sales Following Commercial Launch of Topical Skin Product
BASKING RIDGE, N.J. (Feb. 17, 2016) – Caladrius Biosciences, Inc. (NASDAQ:CLBS) (“Caladrius” or the “Company”), a cell therapy company combining an industry-leading development and manufacturing services provider (PCT) with a select therapeutic product pipeline, has licensed exclusive global rights to its cell-derived dermatological technology for topical skin applications to AiVita Biomedical, Inc. (“AiVita”). This transaction supports the Company’s strategy to monetize non-core assets.
AiVita is a biotechnology company created to advance commercial and clinical stage programs utilizing curative and regenerative medicines. The company was founded in 2016 by Dr. Hans Keirstead, Caladrius’ former Chief Science Officer, and expects to manufacture and distribute a cosmetic skincare product based on the licensed technology for commercial sale beginning in the second quarter of 2016 through ALPHAEON Corporation (“ALPHAEON”). ALPHAEON, a social commerce company in lifestyle healthcare, has an established board-certified physician community of more than 10,000 members coupled with e-commerce capabilities. Caladrius will receive royalties on net sales.
“Licensing this dermatological technology to AiVita is yet another step forward in streamlining our strategic focus while monetizing non-core assets through royalty- and/or other milestone-driven transactions. In this case, the technology fits neither the type nor the scope of manufacturing that is the basis of PCT’s business,” said David J. Mazzo, Ph.D., Chief Executive Officer of Caladrius. “We look forward to ALPHAEON’s launch of this product and to sharing in its economic success.”
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More Out-licensing of non core technologies. No royalty rate numbers mentioned, we can only speculate. But it seems this crème? is ready for commercial launch in the 2nd quarter. No FDA involved here because it is a cosmetic product? or has FDA already blessed it earlier? Turnaround and re-focus of CLBS is moving forward. But I remain extremely cautious for this year, as this will take much more time and the CLBS finances are far from in order.
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