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Osiris Therapeutics, Inc. Message Board

ch47ady 33 posts  |  Last Activity: Apr 30, 2016 2:42 AM Member since: Feb 3, 2009
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  • Reply to

    Being realistic

    by ozark580 Apr 29, 2016 2:21 PM
    ch47ady ch47ady Apr 30, 2016 2:42 AM Flag

    ozark, i do not think they go to full cash only accounting. that would mean they would miss about half of a quarter in sales. probably they will book all sales with up to 45 days payment term as receivables. at the end of the quarter they will reverse all unpaid a/r over 2 month back to inventory. In q 3 2015 they had about 1000 accounts. to go back for two years and adjust everything to those rules means an enormous amount of work. anyway the net effect should not be material. those data will be proof in the class action case that no sales manipulation took place. as they probably report q1 2016 until mid may as well, they need all the time given.

    Sentiment: Strong Buy

  • Reply to

    good or bad ?

    by ch47ady Apr 15, 2016 10:04 AM
    ch47ady ch47ady Apr 16, 2016 1:13 AM Flag

    it was very strange to discount a brand new top notch product. lets hope that was the only problem with departed cmo and we get some info at next cc. since this happened in q2 and q3 2015 we can assume that the audit has been finished up to that date. this would leave only q4 2015 open.

    Sentiment: Strong Buy

  • ch47ady by ch47ady Apr 15, 2016 10:04 AM Flag

    without information its hard to draw conclusions. for me it looks now more like a management audit. to employ a competitors(partner) employee seems not the best choice, but it may have been part of the contract. the discount problem was not what should happen. peters oversight of business was not sufficient. he lost 200 m and for sure wants to correct it. the old rule comes to my mind as you better invest in a company with weak products and top management then the other way around. but we can sense the strong will to correct those mistakes. it would be a big loss for everybody if things could not be straighten up. i am still confident we will prevail.

    Sentiment: Strong Buy

  • ch47ady by ch47ady Apr 14, 2016 4:38 AM Flag

    the outstanding trial results for the heavy cases should have given us a huge jump in stock price. i think those healing results bring now all those abstracts that advance us way ahead of our competition, opening large unmet medical markets just for us. well done osiris! going for bla in dfu is next. getting bla means doctors will be forced to use grafix, if they do not want to risk lawsuits. bits and pieces coming together.

    Sentiment: Strong Buy

  • ch47ady by ch47ady Apr 9, 2016 10:07 AM Flag

    the recent resultsof the grafix heavy cases trial should have made a 10 $ jump in stock price at least. now we see progress in coverage at least. ceo says: the strong body of clinical evidence for grafix serves as catalyst for attaining coverage. good show !

    Sentiment: Strong Buy

  • Reply to

    International expansion

    by ch47ady Apr 7, 2016 11:59 AM
    ch47ady ch47ady Apr 7, 2016 2:06 PM Flag

    sorry, name is saunders, probably bernie sanders got me confused.

    Sentiment: Strong Buy

  • linkedIn shows Paul Sanders director of international wound care at osiris therapeutics out of england. new markets getting opened.

    Sentiment: Strong Buy

  • with biotec market turning up our paid stupid short bashers desperately trying to shake out a few shares. they do not realize that all shares have moved into strong long hands because of that ridiculous actual sell
    out price. this is truly a life time opportunity ! if shorts would try to cover 1 m shares we would be back up at $ 15 right away. if they wait longer until good news hit, they will have to pay much more. their choice ...

    Sentiment: Strong Buy

  • something just happened. until now their website was closed for users in switzerland. this is no longer the case now. may be we should not interpret to much into that. but it could mean big things. remember that the shipment to an unknown foreign country in q3 was also for some cartiform products. could be that they opened up european market just now with that break through product cartiform.

    Sentiment: Strong Buy

  • Reply to

    Replay of Osiris ARM Presentation now online

    by techfan20 Mar 31, 2016 10:49 AM
    ch47ady ch47ady Apr 1, 2016 2:16 AM Flag

    i found it very interesting that they are talking of broadening their products platforms much further. peters vision of building a large biotec co gets closer. hopefully they can handle that huge growth. for tax reasons they will show a loss for q4 (accruals for cost of auditing and class action). q1 sounded as break even and in q2 we should be back to profitablity. bio4 will make a big difference for sure.

    Sentiment: Strong Buy

  • ch47ady ch47ady Mar 31, 2016 3:40 AM Flag

    osiris has a similar product OTI 15-02 in development. a smart liquid biodegradable scaffold, which becoming a soft conforming sheet/solid upon application.

    Sentiment: Strong Buy

  • ch47ady ch47ady Mar 30, 2016 1:48 AM Flag

    sorry to correct. lode said for q2 that sales of other products were less than 20 %. 80 % of 23.7 m would be 19 m grafix sales, at 84 % 20 m in sales, just leaving about 4 m for the other products. but i am no longer sure that lode was in control of those figures though.

    Sentiment: Strong Buy

  • Reply to

    Ozark = ZERO CREDIBILITY

    by peterpuck374 Mar 25, 2016 12:07 PM
    ch47ady ch47ady Mar 25, 2016 6:31 PM Flag

    Ozark, i nearly missed your valuable message, because those bashers are all on ignore. once being in the yahoo system, all replays to the bashers vanish. it would be better to always use a new headline. thank you.

    Sentiment: Strong Buy

  • Reply to

    short interest down big time !

    by ch47ady Mar 25, 2016 3:56 AM
    ch47ady ch47ady Mar 25, 2016 4:10 AM Flag

    this was obviously that big block traded at 5.25. i hope sec is looking into this transaction because the seller behaved very stupidly.

    Sentiment: Strong Buy

  • short interest down 900 K. the stock manipulation is working. creating panic and then cover. would those crooks cover if they were hopeing for even lower stock prices ? the quarter is ending soon. they had to shoot with all cannons. all lights are green now.

    Sentiment: Strong Buy

  • Reply to

    Excellent presentation Dwayne and Greg!

    by techfan20 Mar 22, 2016 10:26 AM
    ch47ady ch47ady Mar 23, 2016 2:39 AM Flag

    i think bio4 is a strong and fast launch. grafix needed more than two years to get to 100 m level. they have 750 grafix accounts at q3. bio4 has about 300 in only 2 q. of course bio4 is a one time product compared to 5 times for grafix. if you take sales of estimated 3 m for q3 times 5 you would get to a 15 m sales level on the account basis, a great achievement.

    Sentiment: Strong Buy

  • Reply to

    best risk/reward ratio ever

    by ch47ady Mar 21, 2016 2:52 AM
    ch47ady ch47ady Mar 21, 2016 11:25 AM Flag

    to put it in figures: 10 % risk, 2000 % reward. excellent products will prevail ................

    Sentiment: Strong Buy

  • in my half century investor life i have never had a better investment opportunity than acctual osiris investment.
    risk is always 100 %. i have seen dramatic sell offs in commodity stocks where you have no clue as to when share prices will recover. in our case we have seen a dramatic stock price drop without a sound reason, very strange. total lack of buyers in our tightly held stock is my only explanation. risk is very low. reward potential is very high at the same time, a very seldom fact. financial situation and new products entering markets are very positive. i am getting closer to double my position. the coming huge run up will be fun. with free cash flow increasing dramatically, management should start aggressive share buy backs.

    Sentiment: Strong Buy

  • Reply to

    grafix economics

    by ch47ady Mar 7, 2016 3:01 AM
    ch47ady ch47ady Mar 8, 2016 2:20 AM Flag

    the total market for those very heavy cases is about 1 b. with bla approval for dfu and vsu it will open up another similar market. and then international another one. if i add the other products, i am getting dizzy ! $100 stock target is still very much alive.

    Sentiment: Strong Buy

  • Reply to

    differentiate

    by ch47ady Mar 7, 2016 2:53 AM
    ch47ady ch47ady Mar 8, 2016 2:08 AM Flag

    and the next steps are already in the making. bla for dfu and vsu will differentiate us again from the competition. those products will force doctors to use grafix in all difficult to heal cases. if they stick to the band aid product and patient need amputation, then it will get very expensive. better stay with the bla approved product.

    Sentiment: Strong Buy

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