Welcome, Guest
Username: Password: Remember me
General
  • Page:
  • 1

TOPIC: To the contrary

To the contrary 05 Jun 2015 13:44 #4623

  • myownhedgefund
  • myownhedgefund's Avatar Topic Author
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 2765
  • Thank you received: 199
Being a contrarian isn't such a bad thing...especially in investing.

Back when most were expecting blue skies (mostly YMB days) I often cited caution on a variety of CYTX topics as I thought much was going wrong.
Now, many seem to be where I was and I am feeling more optimistic in years.

Yes, I hate that what I expect will be 200+ million outstanding share count and $0.65 or so isn't a fun area either. I don't even think we are clear of Bozo style mistakes. I'll just borrow a bit from Sir Winston Churchill that perhaps it is the end of the beginning.
I am cautiously positive. :write:
The following user(s) said Thank You: mtpinman, d9dozrman, fatboy

Please Log in or Create an account to join the conversation.

To the contrary 05 Jun 2015 14:56 #4624

  • fatboy
  • fatboy's Avatar
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 416
  • Thank you received: 77
Hedge wrote:

I am cautiously positive.


Hedge,

Thanks for adding some perspective. I value your comments. The YMB has become an embarrassment. Anyone trying to do their DD and visiting that collection of miscreants posting would surely steer clear of anything to do with Cytori. I can't believe some of what is written there. You did say that getting the financial matters in order was a top priority. As painful as it was it seems that there is funding for at least a few quarters. It is again up to management to prove that the science is valuable. That is the elephant in the room. Isn't it?

Have a great weekend. Keep the faith :vegas:

Please Log in or Create an account to join the conversation.

To the contrary 05 Jun 2015 15:54 #4625

  • myownhedgefund
  • myownhedgefund's Avatar Topic Author
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 2765
  • Thank you received: 199
Yes...we are still in the "proving the science" phase fatboy and adoption rates are still a unknown even if the science and reimbursements pan out

Cytori aside...I have high hopes for the weekend....hope you can enjoy yours as well fatboy !!!!!!! :woohoo:

Please Log in or Create an account to join the conversation.

To the contrary 06 Jun 2015 03:05 #4629

  • fas
  • fas's Avatar
  • Offline
  • Moderator
  • Moderator
  • May the fat be with you
  • Posts: 3298
  • Thank you received: 1110
Cytxer, Mtpinman-

I deleted your last posts since they were non-conform to the rules of the Board. See the "Rules" section about personal attacks.

Pls help me in maintaining a certain standard on this board, which we can all live with. This is NOT a business for me but a hobby. If I have to police this here, I will simply stop being a webmaster. :evil:

Hedge, and that is the best case scenario. Then ask a casino owner on the odds.



Cytxer-

I think your post was very unreasonable. Cytori has now a clear pathway to market if it completes the Scleroderma pivotal within 6 quarters.
We know the tech works so thats not the issue. The market is also well defined with 20 odd scleroderma centers of which half participate in the study.

That does not require a casino owner.

Yellow card. :bye:
The following user(s) said Thank You: Joncon63

Please Log in or Create an account to join the conversation.

Board moderator and Site-owner. I still regret the day I started analysing the prospects of MacroPore (now Cytori) back in 2004- a left-over from the tech-bubble at that time from the century change in my portfolio- and became addicted to Cytori´s fat cell technology. :cry:

To the contrary 06 Jun 2015 09:11 #4630

  • cytxer
  • cytxer's Avatar
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 347
  • Thank you received: 25
I object, you seem to ignore who started the insults...

Also, how could you ever sit there and say they proved the tech/science?

Remember SUI, MI, Precise, Athena, Advance, etc... they ALL showed they WORKED, but in a bigger trial, with unbiased eyes looking over, they FAILED... that is why I call it best case scenario.


Now, if you guys want to sit there and circle-party yourselves into another round of pump and dump, then so be it.

Be honest with the mission of this site, and all the people who are participating.

:bye:

Please Log in or Create an account to join the conversation.

To the contrary 06 Jun 2015 09:22 #4631

  • fas
  • fas's Avatar
  • Offline
  • Moderator
  • Moderator
  • May the fat be with you
  • Posts: 3298
  • Thank you received: 1110
Objection overruled :yep:

but in a bigger trial, with unbiased eyes looking over, they FAILED... that is why I call it best case scenario.


I know pretty much everything what Cytori has been up to in the past 13 years. Large trials have NEVER been conducted, so nothing "failed".

I even went out of my way, to "correct" my statement, that "everything works", since a pre-clinical on spinal disk had an issue i.e. did NOT work.

The mission of the site is to document the development of ADRCs, Celution and Cytori- all that is available and I still believe in a "happy ending".

If I didnt- this page would not exist. :yawn:

Please Log in or Create an account to join the conversation.

Board moderator and Site-owner. I still regret the day I started analysing the prospects of MacroPore (now Cytori) back in 2004- a left-over from the tech-bubble at that time from the century change in my portfolio- and became addicted to Cytori´s fat cell technology. :cry:

To the contrary 06 Jun 2015 09:33 #4632

  • cytxer
  • cytxer's Avatar
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 347
  • Thank you received: 25
Large trials have never been conducted??? then how could you sit there and claim their tech works?

Lab grown tests vs. real life trails are totally different, go ask an ATHENA patient (was large enough, no?), or go ask ATHX patient with their fantastic lab results...

It seems to me, Matt's influence is playing a big role in how YOU are conducting yourself, NOT me.


ALSO, you've been involved with this company for more than 10 years, and seem to be intelligent enough to - maybe ask yourself - why they haven't done any large trials in all this time?

Doesn't it bother you? :KO:

Please Log in or Create an account to join the conversation.

To the contrary 06 Jun 2015 09:50 #4633

  • fas
  • fas's Avatar
  • Offline
  • Moderator
  • Moderator
  • May the fat be with you
  • Posts: 3298
  • Thank you received: 1110
Cytxer- it is trials or clinics- not trails. Those are on the bottom of Grand Canyon.

Anyway- I am not here to converse with you, just playing moderator, which is not my favorite passtime.

Just this- the fact that no trials of any size have been conducted are basically twofold if you read all articles on this site:

1. there has never been a clear regulatory pathway constructed by authoritative bodies like the FDA, EMA, MLHW and others. That has only improved= has become available, in the past 18 months- even YOU might remember.

2. besides that- no partner= money was ever available to do a large scale pivotal. That should come from marketing scleroderma and other sources going forward.

Have a nice week-end and keep cool.

Please Log in or Create an account to join the conversation.

Board moderator and Site-owner. I still regret the day I started analysing the prospects of MacroPore (now Cytori) back in 2004- a left-over from the tech-bubble at that time from the century change in my portfolio- and became addicted to Cytori´s fat cell technology. :cry:

To the contrary 06 Jun 2015 19:10 #4634

  • cytxer
  • cytxer's Avatar
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 347
  • Thank you received: 25

fas wrote: Cytxer- it is trials or clinics- not trails. Those are on the bottom of Grand Canyon.

.


Haha!

See how mad you made me with that unfair call :evil:

Please Log in or Create an account to join the conversation.

To the contrary 07 Jun 2015 19:19 #4635

  • Yves
  • Yves's Avatar
  • Offline
  • Fresh Boarder
  • Fresh Boarder
  • Posts: 3
  • Thank you received: 3
Hi myownhedgefund.

The unknown for me is how the market will treat Cytori if we experience a significant stockmarket correction around the world.

I do not believe that low interest rates and stimulus money can last forever.

Interesting cover page and articles in last week The Economist on "Flying too high - China's overvalued stockmarkets". Knowing the latest developments Cytori had in China over the past year or so, it would have been interesting for them to be also listed in China. I am convinced that share price would have enjoyed the same incredible bull run and money would have been raised at more advantageous conditions.

Even if Mister Lim's investment in terms of shares does not look great at the moment, he might have made a great move with the CYTX deal for the long term.

I am cautiously optimistic :-)

Yves

Please Log in or Create an account to join the conversation.

To the contrary 07 Jun 2015 20:37 #4636

  • franshei
  • franshei's Avatar
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 789
  • Thank you received: 103
Fear not. There are many examples in the biotech world that flourish during and after 1998. CYTX may or may not be the lucky one.

However, there is a lot of similarities from another company NEOP (name has changed).

NEOP was a very small medical device company, based in Ohio. The company collapsed, because of the failure in a BLA application (1990s). The company was delisted because the share holders refused a reverse split. The share price went from $ 6-7 to about 6 cents. The company had only 5 employees and less than a million dollars at its lowest point in the mid 1990s. During the worst time of the company, a certain investment group took a very large position in the company. Still the stock price remained low for a very long time. During this long drought, the company sold one of their last assets (a very small marketed product) and focused in the clinicals of an orphan indication/medical device.

Then, something happened. At the time when the whole market went down to the tube after 1998, NEOP inched from 25 cents to $ 1.25 and then to $ 5 in just several months, while their clinicals were getting closer to the end of phase 3/ BLA stage.

We may also learn something from XOMA. XOMA almost collapsed when Goldman Sacks called its $ 40 million loan. XOMA settled the debt by selling most of the tangible assets. Now after many years of struggling, the company is near the end of its clinicals in an orphan drug indication. It is possible that the stock price may go up.

Please Log in or Create an account to join the conversation.

To the contrary 07 Jun 2015 22:28 #4637

  • myownhedgefund
  • myownhedgefund's Avatar Topic Author
  • Offline
  • Platinum Boarder
  • Platinum Boarder
  • Posts: 2765
  • Thank you received: 199
Hey Yves

CYTX swings all on its own....while I agree we may see some more general market weakness, perhaps even a very long over due correction...I am not worried about how it effects CYTX. The financial stuff is out of the way for now and we should focus on execution imho. I do have a small disagreement with Fas on the financials though....at some point we will need additional funds even if all warrants get exercised. Now that may come from a OA partner, additional tapping of the ATM or on last (we hope) raise.
Lets hope come August call scleroderma is enrolling and OA is fully enrolled as expected.

Franshei...yes, stocks can come back from near death experiences. If I remember correctly NEOP was neoprobe but remember little else. XOMA has been a serial failure for 20 years or more. Maybe they get it right at some point but don't follow it either. It will be nice to see CYTX back above a buck and stay there but we still have several years to get through for a real sales ramp. Circa 2017 and beyond imho.

Please Log in or Create an account to join the conversation.

  • Page:
  • 1
Time to create page: 0.178 seconds

Copyright Information

Copyright Fas Kuiters © 2016 young-foxes.com. All Rights Reserved.
This page is made with Joomla CMS and its various templates designed by Fas Kuiters with the excellent Themler tool.

 

 

Shared Spreadsheet Links

DOV´s Revised Projections for the Periods 2017 until 2020

Shareble link : HERE

Fas Kuiters Websites