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Neostem, Inc. Message Board

  • remintonduke2009 remintonduke2009 Apr 12, 2012 8:39 AM Flag

    Neostem , going forward

    1. The company just raised capital, and traded down based on the terms of the transaction. Raising capital in the micro-cap biotech space is never easy but the companies typically rebound within a few weeks of the raise.

    2. NeoStem reported in their published year end results (March 2012) that they do have offers for the sale of their China operation. This has been an overhang on the stock that on divestiture becomes a catalyst.

    3. NeoStem announced that Baxter (BAX) has committed to utilizing their contract manufacturing company, Progenitor Cell Therapy (PCT) for their Cell Therapy Phase 3 product.

    4. NeoStem’ s own cell therapy product, AMR-001 is very similar to Baxter’s product. Both are CD 34+ cells. As such Baxter confidence should represent some “proof of concept” for NeoStem’ s results.


    5. The science in the competitive landscape is suggesting that autologous therapies do have certain strategic advantages cardiovascular indications.

    6. NeoStem is an attractive acquisition candidate as the company has a Phase II asset, that while its autologous (your own cells) versus allogeneic (like pills in a bottle) it comes packages with PCT (its own manufacturing operation) with East Coast and West Coast manufacturing facilities

    7. The clinical trial is progressing forward, on time, on schedule with data read-out by summer 2013.

    8. PCT has a who’s who list of clients which include Baxter, Immunocellular, Coronado, Sangamo, PrimaBioMed and did the majority of the clinical manufacturing for Dendreon. PCT recently partnered with Islet BioScience receiving a royalty in exchange for discounted manufacturing.

    9. Don’t forget PCT with a run rate of over 10 million in revenues. If PCT is selected by any of its current P3 clients to do commercial manufacturing in the future the revenue potential becomes significant.

    10. Valuation: Compared to its peers its cheap. Adding in the divestiture of China and the stock is the deepest value play in the cell therapy space.

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