I am a long term holder of MNKD (~3 years) and I don't need the advice of a twit like Cramer and especially his moronic side kick Adam Feurenstein---these clowns said Afrezza wouldn't get past ADCom/wouldn't get FDA approval/wouldn't find a partner and their most recent hit piece in early January that Afrezza will be a commercial failure--I have absolutely no use for anything they have to say and only hope that some day they stand before the FEC for stock manipulation
Sentiment: Strong Buy
Its also great to know that Dr. Langer (who is second to only Thomas Edison for the number of patents he has been granted) is involved in this--not just for his invaluable contributions that made the scaffold possible but also because he knows the "ins and outs" of how the FDA works-I can't think of anyone better to help navigate the many "landmines" that could arise in dealing with the FDA
Dr. Nicholas Theodore at Barrow's (who performed the first implantation of the scaffold)-was greatly impressed but clearly cautiously optimistic about Jordan Fallis' improvement---I wonder if he went out and bought a large amount of stock in NVIV based on this result (or is he even allowed to)?
Again that asks the question what CUR is doing---aren't they just "plunking" stem cells into the site of spinal cord injury? or they doing something different than has been done in the past. This introduction of stem cell into the site of injury has been going on in China for years (medical "tourism") with little to no benefit---I think you will see NVIV partnering with CUR (or another stem cell company) as the scaffold trial progresses to the "scaffold + neural stem cell" stage with chronic patients. I think the scaffold will be revealed to be the "gold standard" when it comes to spinal cord injury in the years to come
Sentiment: Strong Buy
I agree--Jordan's situation as patient 1 couldn't have been more optimal (young/healthy/motivated/good support network)--this patient appears to not be anywhere near as ideal--again this trial just has to show safety--anything more (especially in this situation) will be incredible as the trial goes forward
I have felt the same way for as long as I've owned this stock--I also bought in when I saw Frank Reynold's travelling media show (despite his overhype of the company and all the timelines he promised but didn't keep-he did do a good PR job)--I'm certain that a large company (J & J/Stryker etc) is watching this trial very very closely--if the patients in this pilot trial (and I have just heard the second patient has been enrolled) do just as well or better as Jordon Fallis did they are going to "swoop in" with an offer--I hope Mr. Perrin and the Scientific Advisory Board at In Vivo get an offer that is in the best interests of the shareholders
Sorry for the confusion--no I expect future patients to do JUST as well if not better--Jordan's results should really not have surprised anyone based on the what Dr. Slokin predicted--I don't know where Napadono came up with this future success as ~20% (unless he is just being cautious)
Jason Napodano wrote in a Zacks article today:
"Odds of success at this stage, even under HUD, are still low, perhaps 20%"
I don't know where this number comes from--Dr. Slotkin (who sits on the Scientific Advisory Board at In Vivo) has been quoted many times saying hat the neuroplasticity response in humans is far more advanced than in monkeys-as such the 3 month follow-up results post scaffold insertion should come as no surprise to anyone--hence I don't believe that the odds of success "~20%" whatsoever. I realize that the first patient was an "ideal" subject (young/healthy/motivated/good support network) but I don't have any doubt future patients won't do just as well
Again thank you for your stupid post---your comments allow me to continue to add to my position at lower prices-your contribution to this enterprise is greatly appreciated
".....stage 4 ovarian cancer patient's disease was clinically stabilized, although her CA-125 count was increased in the third month"
Isn't a rising CA-125 indicative of disease progression??
--there really needs to be more formal results before anything can be reasonably concluded (not just a disappearing spleen lesion)
with the Kevitrin result and all the other things in their "pipeline" would a big player now consider buying out CTIX while the price is still reasonable-or would they consider a partnership only?
Sentiment: Strong Buy
I did my post doctoral fellowship on the role of p53 ("Guardian Angel" protein)--I'm thrilled to see CTIX utilizing the protein in this way---if the trial continues to show similar results to this ovarian cancer met resolving-this company will be a target of one of the bigger players very very quickly---I am going to markedly add to my position
Thanks very much---I was always of the belief that just "plunking" stem cell into the site of an acute spinal cord injury wouldn't work very well (I believe they are doing this in China with "medical tourists and I don't think this has been very useful)--so what chance does the company CUR have for success---isn't this what they are doing???
Isn't it amazing how vermin (like these shorts) come out from under their rocks to try and get me to sell---why are you wasting your time--Long and Strong PAL
The components of this polymer have been used for years (and FDA approved long ago) and as noted previously dissolve in H20 and C02 in the body so there is no "foreign body" left behind--I also have never doubted that this "safety" trial would be successful--I don't think there will be any "landmines" toward getting to the pivotal trial likely early next year