Yes, timing ATHX for a spike sell and re-load upon a successful phase-2a is folly.
You can't time this bull/bear.
Selling into a March madness pre-announcement run-up is also folly.
You could miss the big moment.
There is only one way to invest in Athersys, and that is a prudent charge to take the hill.
This is not for mutual fund money.
"I have over 50k shares and my average is a little over $3"
Did you double down and plan to sell some during the March madness before results?
Yes, I would obviously want clot removal + Multistem too, but because of Gordie Howe we now have to also consider intrathecal neural stem cells as well. Do they play a role? If so, how much relative to MAPC/MSC?
As for clot removal:
"53% of 120 patients who had clot removal via a tube fed into a blood vessel of the brain were functionally independent 90 days later. Of the 118 who received only the standard clot-busting drug, 29% were."
That's a ~24% difference.
"While 19 percent of patients receiving drugs alone died within three months, only 10.4 percent of those whose clots were removed died."
So the death rate was cut in half.
There is still room for improvement for the other 47% of patients who are not functionally independent by 90 days and 10.4% who died even after having clot removal by stent.
There is daylight for Multistem.
On the single most important slide presented.
The representative spleen sizes with Multistem reducing shrinking is shown.
Is the apparent 50% reduction in shrinkage shown in the representative photo reflected in the graph of the actual data on the same slide?
This graph has labels that are difficult to read becuase the font is too small.
1st European Stroke Organisation Conference (ESOC), which will be held in Glasgow on 17-19 April, 2015.
JS: "Ok, questions anyone?"
JS: "No questions with a room full of people? Surely there must be at least one?"
JS: "Ok, basically, yall could not follow the Ph.D. level cell biology I just presented, right?"
JS: "Well, that's interesting. A room full of idiots. Let me note that down."
JS: "Ok, lets just try some basic pronunciation. Can everyone say, "Janssen"?
JS: "Can everyone say "Billion"?
JS: "Can everyone say "20% royalty?"
*Department of Immunobiology, King’s College London, Guy’s Hospital, London SE1 9RT, United Kingdom;
†ReGenesys, Bioincubator Leuven, 3001 Leuven, Belgium;
‡Neusentis Regenerative Medicine, PFIZER Ltd., Great Abington, Cambridge CB21 6GP, United Kingdom;
§ATHERSYS, Inc., Cleveland, OH 44115; and
¶National Institutes of Health Research Biomedical Research Centre at Guy’s and St. Thomas’ National Health Service Foundation Trust and King’s College London, London SE1 9RT, United Kingdom
"MAPC differ from MSC as they are isolated and grown in hypoxic conditions with media, supplemented with growth factors, and grown at some confluent culture densities. These conditions allow for maintaining activity of the telomerase enzyme, which, as a consequence, contributes to an increase in expansion capacity before senescence."
Authors: Pfizer & Athersys
Title: Clinical-grade multipotent adult progenitor cells durably control pathogenic T cell responses in human models of transplantation and autoimmunity.
J Immunol. 2013 May 1;190(9):4542-52.
Gil Van Bokkelen, Chairman and Chief Executive Officer, will present on Tuesday, February 10, 2015 at 11:00 a.m. EST in the Park North Room at The Waldorf Astoria New York.
A replay of the webcast will be available for 90 days after the initial presentation.
A portion of stem cell researchers use embryos that were created but not used in in vitro fertility treatments to derive new stem cell lines. Most of these embryos are to be destroyed, or stored for long periods of time, long past their viable storage life. In the United States alone, there have been estimates of at least 400,000 such embryos. This has led some opponents of abortion, such as Senator Orrin Hatch, to support human embryonic stem cell research.[
Asterias (Menlo Park, CA)
Human embryonic stem cells (hES cells).
Asterias is continuing to develop this product, OPC1, for the treatment of spinal cord injury and other neurodegenerative diseases (stroke???).
I think hypoxic growth conditions are beneficial, and it is interesting to compare:
Athersys MAPC vs. Stemedica/Cardiocell MSCs.
Pfizer and Athersys already published that Multistem is grown in hypoxic conditions, so why Stemedica/Cardiocell thinks this growth condition is defendable as IP, I do not know?
Stemedica: "Compared with cells grown under normoxic, or standard-oxygen conditions, in vitro experiments demonstrate that hypoxically grown cells...secrete higher levels of proteins associated with healing" Stemedica for STROKE: "intrathecal administration of hypoxically grown neural stem cells and intravenous administration of hypoxically grown mesenchymal stem cells (MSCs)."
We are not sure if Gordie Howe's recovery is spontaneous or stem cell driven and if so, if the MSCs, neural stem cells, or both are responsible.
What we do know is that the MAPC primate data looks better than the primate MSC data and MAPC is easily to amplify. This is where we are at.
Yes, the study is double blind. We know this.
Putative responders who have made progress at any single site or even a few sites tell us nothing because the numbers are too few and probability of spontaneous recovery too high. The numbers are too few at even a few sites because of the large number of sites involved.
"What CAN be known" has been released, to date, to the clinical research organization (CRO), Medpace Inc. who has a collective, global view, and as I said, exclusive access, along with Athersys management. The study is STILL blinded, but they can begin to see a pattern either in-line with or above or below a retrospective normal response for example. This would be a hint but NOT the answer, yet anyway.
There are many measures of success because of the new global criteria. So, its complicated. The only way it leaks is if those with direct access and those capable of interpreting and making the call decide to leak. This WILL NOT happen. It WILL go to the wire.
In addition, we have to also consider secondary endpoints and some reasonable data mining for factors such as age.
If you perceive me as an expert without knowing my credentials, it also brings to question your interpretation of anything.
The results are going to be so convoluted and thinly spread across so many sites, reaching a conclusion in a way that success is now structured without all the pieces would be near impossible unless you have exclusive access to both all the data and someone who knows how to interpret it. This trial will go to the wire.
"Compared with cells grown under normoxic, or standard-oxygen conditions, in vitro experiments demonstrate that hypoxically grown cells show greater homing and engraftment, and they secrete higher levels of growth factors and other important proteins associated with neoangiogenesis and healing."
"This patent covers a method for treating patients with ischemic stroke, and the treatment includes intrathecal administration of hypoxically grown neural stem cells and intravenous administration of hypoxically grown mesenchymal stem cells."
“CardioCell’s new Phase IIa AMI study is built on the excellent safety data reported in previous Phase I clinical trials using our unique, hypoxically grown stem cells,” says Dr. Sergey Sikora, Ph.D., CardioCell’s president and CEO."