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Osiris Therapeutics, Inc. Message Board

  • ozark580 ozark580 Oct 11, 2013 10:36 PM Flag

    Osiris' humble guidance

    The news release said they will be profitable in the 3rd quarter and also for the full year, due to retained tax credits and reduced expenses that were off-loaded to Mesoblast. We are into positive cash flow territory a lot sooner than expected. This little bit of information will slowly work its way into the charts of the fundamental investors.

    Its green from here on as Osiris grows big and strong!

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    • How does Peters stock swap at $25 factor into the 9 month earnings period?
      Would Osiris still profitable for the 9 month earnings period without that sale?

      Will Mesoblast use the new Osiris acquired MSC technology for all of they're other indications seeking approval? How many new markets for Prochymal just opened that were previously not on the radar to Osiris?

      Does immediate profitability meet a certain criteria for institutional interest and ownership? For example: many institutions will not purchase stocks with less than a 1 bil market cap. Obviously profitability is a BIG deal.

      How long to our first dividend from this cad cow? Lol.

      I'm anxiously awaiting the next CC! The more I marinate on this news, the more I like it.

      Sentiment: Strong Buy

    • Which explains the accumulation around the $18 level all day!!

    • Oz, I would really like your 2 cents on the sale to the Aussie's, I have a sudden urge to buy Mesoblast and Teva!

      Sentiment: Strong Buy

      • 1 Reply to tkg1078813
      • First off, it is safe to say that whatever Osiris does it's for the betterment of Osiris and in the long run, for the shareholders too. After all, our chairman Mr. Friedli, is the majority shareholder and he is in this investment to make billions.

        Mesoblast said that they bought Prochymal for two reasons, 1) Crohns...Mesoblast got to look at the interim Phase III data at about the 200 patient point, out of the approximate 300 trial population. They liked the results they saw. 2) GvHD...Mesoblast said they liked having a market ready product and plan to expand the approval base.

        Prochymal was a gem for Osiris, but they realized that they didn't have the horsepower to push this product through all of the hoops that would be required for the various countries. By the time they would have been able to develop any market traction for Prochymal, their patents would begin to expire and big pharma competition would erode their potential. Osiris saw that they had to collaborate or "sell" Prochymal as soon as possible.

        The Osiris biosurgery division has hit a "home run" with their products, Grafix, Ovation, OvationOS and Cartiform. These are huge products and Osiris has them already "on-the-market". My anecdotal information says they are selling at a very fast pace. I think these products are a "dynamite" product line for Osiris.

        My first impression was "why was Prochymal sold at such a low price?". Then I realized the competitive challenge Osiris was facing. Also, Osiris may have found other riches that we are not yet being told. There may be another shoe ready to drop.

        This sort of reminds me of the biblical story where a man finds riches in his neighbors' field and he sells everything he owns to buy that field.

        Lastly, I think Osiris has realized that bone marrow derived MSC's are not the riches source of MSCs, Placenta derived MSCs are much stronger and maybe they've found a way to expand those MSCs.

        This story is still unfolding, I'm not worried!

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