Trading in the teens by the shareholder cc

[stemdynasty]

I'm looking at the clear evidence of accumulation. Volume is steadily rising along with the share price. By the end of this month alot of data will have already been collected on the patient that had the 100k cell injection. I recall after the third week it is usually very evident what is happening. If Gary is alluding to this being the appropriate commercialized dose (100k) it is going to yield some very evident conclusive results that will likely be shared with us at the cc.

We will also be injecting 2 more patients this month any day now, plus Korea is at the starting gate. As of this moment, it seems we are not approved for multiple blebs, but I agree 100% with Stockfodder that we are doing concurrent animal studies as we speak on multiple blebs at the 100-200k cell range, and will be presenting data to the FDA for protocol change in Phase 2/3 if it proves to be the best way to distribute the cells. We are ALREADY BATTING 1000, but we are trying to improve the effect on visual restoration, which is the Holy Grail that no other treatment has been found to do at any degree. Remember that tidbit if you are thinking about trading and not investing.

In the back of my mind, I always think about Gary's ability and years of training in order to make money as a hedgefund manager. That is one of THE most lucrative professions on the planet. They are trained to make the most return with trying to minimize their risk. That is why if Gary is going to list us on the Nasdaq IMO he will not just be coupling it with stellar results it will be something along the lines of a partnership or an new IND. He missed his window with the Russell reshuffling, so he has 5 1/2 months remaining this year to impliment the change. Over that period of time, we will have accumulated alot of data on newly injected patients at higher doses, as well as data on the patients injected over a year ago. At some point, big pharma is going to make us an offer much larger than Cephalon did with Mesoblast, because our market size is massively larger, and they were not going after the number one unmet medical disease without any competition. It's going to be a number that will most definitely be in the record books as far as stem cell companies. We will set the bar. Top CSO+top institutions involved with trial+top BOD+top eye surgeons backing us+providing a CURE for number one unmet medical disease+batting 1000+very disruptive to others in the field+will cost big pharma billions in lost revenue as their therapy for wet AMD is lost=Billions Stay the course. GLTA

[Malvas75]

Stem, I would be happy as the beginning, to sign a small JV with a medium pharma with some thousand of millions on the dish.

[stemdynasty]

The number of O/S is obscene. No one will deny that. The r/s is primarily going to be based on what the BOD and Gary feel the true O/S count should be as a legitimate biotech company trading with its peers on the Nasdaq. His focus is primarily on the share count. His words not mine. As far as dilution, he did what he had to do IMO. Going forward he will not dilute, because I'm betting he does not want to dilute himself or the other board members. He will do a deal at the 11th hour to get the biggest bang for the buck.

[TPatcher'sSon]

On another thread it is posted that NASD changed requirements to $2 to $3 to uplist. This would allow a 20 to 1 split if the share price is in the teens. Looks like things are actually coming together. The shareholders may get a break by keeping more shares after the uplist. That is good news.

[hophead]

The only reason why i think we still see a pretty high r/s ratio is that gary probably has a certain o/s number in mind after the reverse. i have a feeling he wants the o/s to be below 100million shares which makes me think we see a 40:1 or more reverse no matter where our pps it at that time. Hope i'm wrong.

[davea0828]

I'm looking at the clear evidence of accumulation. Volume is steadily rising along with the share price. By the end of this month alot of data will have already been collected on the patient that had the 100k cell injection. I recall after the third week it is usually very evident what is happening. If Gary is alluding to this being the appropriate commercialized dose (100k) it is going to yield some very evident conclusive results that will likely be shared with us at the cc.

We will also be injecting 2 more patients this month any day now, plus Korea is at the starting gate. As of this moment, it seems we are not approved for multiple blebs, but I agree 100% with Stockfodder that we are doing concurrent animal studies as we speak on multiple blebs at the 100-200k cell range, and will be presenting data to the FDA for protocol change in Phase 2/3 if it proves to be the best way to distribute the cells. We are ALREADY BATTING 1000, but we are trying to improve the effect on visual restoration, which is the Holy Grail that no other treatment has been found to do at any degree. Remember that tidbit if you are thinking about trading and not investing.

In the back of my mind, I always think about Gary's ability and years of training in order to make money as a hedgefund manager. That is one of THE most lucrative professions on the planet. They are trained to make the most return with trying to minimize their risk. That is why if Gary is going to list us on the Nasdaq IMO he will not just be coupling it with stellar results it will be something along the lines of a partnership or an new IND. He missed his window with the Russell reshuffling, so he has 5 1/2 months remaining this year to impliment the change. Over that period of time, we will have accumulated alot of data on newly injected patients at higher doses, as well as data on the patients injected over a year ago. At some point, big pharma is going to make us an offer much larger than Cephalon did with Mesoblast, because our market size is massively larger, and they were not going after the number one unmet medical disease without any competition. It's going to be a number that will most definitely be in the record books as far as stem cell companies. We will set the bar. Top CSO+top institutions involved with trial+top BOD+top eye surgeons backing us+providing a CURE for number one unmet medical disease+batting 1000+very disruptive to others in the field+will cost big pharma billions in lost revenue as their therapy for wet AMD is lost=Billions Stay the course. GLTA

StemD,

Love the post. You made me go look up that agreement and it was not too bad. There was an up front payment of 130 million dollars with milestone payments up to 1.7 billion, and even more exciting was the Equity Investment by Cephalon of 19.99 percent.

Here is what I saw posted.

"Under the terms of the Development and Commercialization Agreement between the companies, in exchange for exclusive world-wide rights to commercialize specific products based on Mesoblast's proprietary adult stem cell technology platform, Cephalon will make an upfront payment to Mesoblast totaling US$130 million (US$30 million upon Mesoblast shareholder approval) and regulatory milestone payments of up to US$1.7 billion. Mesoblast will be responsible for the conduct and expenses of certain Phase IIa clinical trials and commercial supply of the products. Cephalon will be responsible for the conduct and expenses of all Phase IIb and III clinical trials and subsequent commercialization of the products. Mesoblast will retain all manufacturing rights and will share significantly in the net product sales.

In addition, under the terms of a Stock Purchase Agreement and a Subscription Deed, Cephalon will make an equity investment to purchase a 19.99% stake in Mesoblast at A$4.35 per share, totaling approximately US$220 million. This price represents a 45% premium to the last 30 days' volume weighted average price for Mesoblast shares. Cephalon has entered into a standstill agreement to limit its investment to 19.99% of Mesoblast common stock for the next 12 months, with a right to maintain its equity stake on a top up basis, subject to the Australian Securities Exchange rules. Cephalon Chief Operating Officer J. Kevin Buchi will join the Mesoblast Board of Directors, effective immediately. "

So to sumarize this they bought 220 million dollars worth of shares or 5,057,712 million shares at the same time, or around a 45 percent premium for the shares. Damn that was great news for the shareholders.

A twenty percent investment (if an offer was the same) for ACTC would mean 400,000,000 shares would get bought. Trying to calculate the actual value of the buy would be hard unless you simply use .09 cents today as a starting point.

So really how would you see this transaction going down?

Dave

[stemdynasty]

Hop, that is what I was saying. He is focused on the O/S not share price.

[TPatcher'sSon]

The only reason why i think we still see a pretty high r/s ratio is that gary probably has a certain o/s number in mind after the reverse. i have a feeling he wants the o/s to be below 100million shares which makes me think we see a 40:1 or more reverse no matter where our pps it at that time. Hope i'm wrong.

Hey Hop,

The ACT webpage says the outstanding shares are 2.03 billion OS. 2.03b didvided by 20 = 101.5 mm that is very close to what GR mused. Next 2.03b divide by 25 = 81.2 mm Why would we think that GR would would go to 40 to 1?

edit: 2.07b divided by 20 = 103.5mm and 2.07b divided by 25 = 82.8mm using corrected OS

[TPatcher'sSon]

I'm looking at the clear evidence of accumulation. Volume is steadily rising along with the share price. By the end of this month alot of data will have already been collected on the patient that had the 100k cell injection. I recall after the third week it is usually very evident what is happening. If Gary is alluding to this being the appropriate commercialized dose (100k) it is going to yield some very evident conclusive results that will likely be shared with us at the cc.

We will also be injecting 2 more patients this month any day now, plus Korea is at the starting gate. As of this moment, it seems we are not approved for multiple blebs, but I agree 100% with Stockfodder that we are doing concurrent animal studies as we speak on multiple blebs at the 100-200k cell range, and will be presenting data to the FDA for protocol change in Phase 2/3 if it proves to be the best way to distribute the cells. We are ALREADY BATTING 1000, but we are trying to improve the effect on visual restoration, which is the Holy Grail that no other treatment has been found to do at any degree. Remember that tidbit if you are thinking about trading and not investing.

In the back of my mind, I always think about Gary's ability and years of training in order to make money as a hedgefund manager. That is one of THE most lucrative professions on the planet. They are trained to make the most return with trying to minimize their risk. That is why if Gary is going to list us on the Nasdaq IMO he will not just be coupling it with stellar results it will be something along the lines of a partnership or an new IND. He missed his window with the Russell reshuffling, so he has 5 1/2 months remaining this year to impliment the change. Over that period of time, we will have accumulated alot of data on newly injected patients at higher doses, as well as data on the patients injected over a year ago. At some point, big pharma is going to make us an offer much larger than Cephalon did with Mesoblast, because our market size is massively larger, and they were not going after the number one unmet medical disease without any competition. It's going to be a number that will most definitely be in the record books as far as stem cell companies. We will set the bar. Top CSO+top institutions involved with trial+top BOD+top eye surgeons backing us+providing a CURE for number one unmet medical disease+batting 1000+very disruptive to others in the field+will cost big pharma billions in lost revenue as their therapy for wet AMD is lost=Billions Stay the course. GLTA

Stemd

I agree. We will have the next injection announced at anytime now. The free shares have dried up for the time being so it should be a trend up helped by good injection and result news. I am starting to feel excited again about the future pps and potential after RS, uplift, and JV.

[rocky301]

Hey Hop,

The ACT webpage says the outstanding shares are 2.03 billion OS. 2.03b didvided by 20 = 101.5 mm that is very close to what GR mused. Next 2.03b divide by 25 = 81.2 mm Why would we think that GR would would go to 40 to 1?

TPatch,

don't use ACT webpage for current OS# as they seem to have a problem updating it..
The last OS# according to ACT's own 10Q filing was 2.074B(2,073,932,016) and that number
is going on 3 months old....new number should be coming prior to or on Aug 9..thanks

[TPatcher'sSon]

Thanks Rocky. I appreciate it.