The comment in Seeking Alpha was the reason for a new article in Seeking Alpha by the same writer.
"Neuralstem And Brainstorm Cell Therapeutics: The Race To Treat ALS" - By JMY Investments.
This type of activity expose BCLI story to investors crowd in much larger competitor campany for ALS and bring us potential investors that recognize the Potential in ALS stem Cell medical solution.
Could you please put your response on Seeking Alpha, look for CUR under the last message of article :
"StemCells, Inc., And Neuralstem, Inc.: A Side-By-Side Analysis"
See a comment in Seeking Alpha under CUR
Both BCLI and CUR operate in the same direction, finding new medical treatment for ALS.
Both companies are in the same stage of P2.
CUR is clearly the winner in the financial front, with market valuation of $245M for CUR compare to $42M for BCLI – this is 600% gap. However, this new field has many variables along the way. I would consider the reaction/opinion of patients as a major indication to the ultimate winner in this race. The ALS patients have network that compare the results and with them it is a critical comparison, it is not just money it is death and life. I would try to evaluate this variable with ALS forums and associations.
BCLI is a development company operating so far in Israel, doing its P2 in Hadassah Medical Center in Jerusalem. It should start its P2 test in three major US hospitals in Q1 2014. The Israeli scientist and entrepreneurs have important advantage of thinking out of the box and being flexible on the road to discover the right solutions. I think that at this early stage of the race the "start-up" nation might be the "David" winning the race. To help you judge BCLI please see the latest:
Insert of the last link to Yahoo's news: "BrainStorm Issues Annual Letter to Shareholders"
From pure investment risk reward if the chance is even and if the outcome is one winner that will end up with FDA approval within two years and let's assume this success will generate a $1.2 B market valuation. CUR investors will gain 500% gain, or if BCLI investors win they will gain 2900%.
We already knew all the very good "surprises" to have been presented in this meeting. So the weakness in the trading of this micro cap company that does not have yet the sophisticated investors is expected.
The most exciting thing for me were the ALS patients, they took this opportunity to join the investors teleconference in order to dig some information. It seems that the ALS community is circling this promising treatment by BCLI, they know better than anyone if this medicine is working or not. They will not be on this call if they were not overwhelmed by the promise. They are the future clients of BCLI and they will drive the value of BCLI to the moon. This is the only hope that they have and they know it is working. The best 'word of mouth' RP will speed the FDA approval. From that point the road to commercial success is short.
We need to remember that today we broke the 52 weeks high @ 0.32. The last months showed clear momentum of escalating volume. The good news to be announced on the teleconference on 30th at January will bring additional quality investors to BCLI.
Once clinical stage II will start at leading 3 US hospitals on April 2014, The BCLI US test exposure will give additional momentum. There is no reason that by 4Q 2014 will get market valuation of $120-150M. 2015 with announcement of initial results of stage II and initiation of new medical development, that will leverage the company expertise – all this could easily put the valuation at $300 -500M.
If at 2014 or 2015 the company will get a major pharmacy company as a strategic partner the valuation assumption will be double.
We just made 60% since DEC, 27 2013. With the effect of the new teleconference on January 30th, and the current momentum a $0.30 of BCLI is very conservative prediction.
I think the possibility of clinical trial starting in the US soon is the most promising for the value of BCLI at this point. Try to imagine the exposure to the investment community once the US trials start. I think this will close the valuation gap with CUR that is in the same ALS treatment with market cap 800% higher than BCLI, for no apparent reason except that CUR are also at stage II in the US.
Could you post the link to the article in Bizportal?
I could not find any article there with search: בריינסטורם ברזיל
Could you please direct me or post the link to the article?