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davea0828

Post 12 of 18, 18 posts in 18 months – Road to a million

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by , 05-06-2012 at 11:11 PM (2221 Views)
Post 12 of 18, 18 posts in 18 months – Road to a million

May Post
Everyone,
What is happening? Well a few things happened in April and the first few days of May.
We signed up two more of the Top Eye Institutes in the United States, Bascom Palmer Eye Institute and Massachusetts eye and Ear has been approved for Clinical Trials. As the results come in, more and more of the Top Clinics in the country want to be involved.
The Data Safety and Monitoring Board signed off on all Safety issues in Phase I of the trials, so in the next week or so we should see new patients getting 100,000 (double the first dose) stem cells. This is much closer to what the actual dosage could be and the results should continue to be 100 percent successful.
The Annual Meeting was held with many new announcements, including the approval of the reverse split. It will take place sometime before December 31, 2012. Nothing will be done until ACT can uplist to the Nasdaq. It will be done when there are earth shattering announcements being made.
The discussion around the Joint Venture (JV) with China, was we are close, we just need to insure all loose ends are tied off. My guess is June or July it will happen, and with that one of the original key events will be completed. AND THIS KEY EVENT WILL PUSH THE STOCK UP!!
I expect it to be an upfront payment of 500,000 million to 1 billion, with progress payments of 2 to 5 billion more. This will open the door on the stock price big time. The ability to fund all the additional processes in the ACT Pipeline will finally be achieved. Do not be surprised if there is more than one JV announced. The United States largest Pharma’s do not want to be left in the dust on this.
Another Patent as completed and granted for ACT. The link is below. More great links from the Washington Post and other announcements are also below.
I posted an article from one of our sharp investors on ICELL. In it he explains where we are, what new processes will be started up, where he feels we are in the JV process, and confirms over and over again the huge potential of this company.
You all are in very select company. Only a few 45,000 total investors in the entire world have money in this. It will be these investors that will be in the position to hit a home run.
I moved more money to my Roth IRA this past week. If you have a chance to double up, now is the time to do it.
With the posted trial results, which have all been 100 percent successful, I am more convinced than ever that we have the “STOCK OF THE CENTURY”, we just need a little more time for the run to start.
Again, all this is just my opinion only. I have no investment experience.
See you all next month!! We are very close!!

Top Eye Institute Bascom Palmer Eye Institute to engage in Clinical Trials with ACT.
http://www.clinicaltrials.gov/ct2/sh...ation&rcv_d=14
http://finance.yahoo.com/news/act-an...123000869.html
http://newsroom.ucla.edu/portal/ucla...nd-231849.aspx
Washington Post Article.
http://www.washingtonpost.com/nation...MPLQ_story.htm
ACT has got Vision
http://www.genengnews.com/gen-articl...k/4028/?page=2
Another Patient with Dry AMD treated in Clinical trial
http://finance.yahoo.com/news/act-an...123000091.html
Clinicaltrials.gov link to trials
http://www.clinicaltrials.gov/ct2/sh...dry+amd&rank=1
Texas accused of ignoring FDA on stem cell rules
http://blog.chron.com/txpotomac/2012...em-cell-rules/
Gary Rabin to speak at World Stem Cells Regenerative Medicine Congress.
http://www.terrapinn.com/2012/stemce...ardt-s-disease
Stem Cell Research: Which companies will Emerge as Frontrunners.
http://seekingalpha.com/article/5109...s?source=yahoo
Third Patient Treated in Clinical Trial - April 20, 2012
http://finance.yahoo.com/news/act-an...123000872.html
http://www.prweb.com/releases/2012/4/prweb9427730.htm
Huge - Huge News - Data Safety and Review board - approve Phase II start
http://www.4-traders.com/ADVANCED-CE...-to-I-4291560/
http://www.scimitarequity.com/blog/2...atients-in-us/

New Patent issued to ACT
http://appft1.uspto.gov/netacgi/nph-...DN/20110117063
Good info on ACT ship coming in!!

http://seekingalpha.com/article/5451...g?source=yahoo
http://seekingalpha.com/instablog/16...ce-of-medicine
Massachusetts eye and Ear has been approved for Clinical Trials
http://finance.yahoo.com/news/act-an...123000829.html

May 3rd.
Where Exactly are We (ACTC)?
We are all investors here. Hard earned money all on the line.
So, I reviewed ACTC's Presentation for the 3rd Time and this is where We are.
Vincent is the point man for all the work that needs to get done.
Rabin decides on the finance side.
Vincent has a very good understanding of the stakes: synergy, pipeline acceleration, approval acceleration, 800 pound gorilla at the gate, Manufacturing, Sales and Distribution Infrastructure... all good points that we have been raising here at the Palace for months. Excellent work!
Rabin is the bean counter. Tough job at a very critical time. High Risk. 24/7 job.
Vincent is saying lets go!
Rabin is saying hold off! I do not want to leave billions on the Table.
So where exactly are We on the JV Negotiations?
We are at the POST Term Sheet Stage where DD is being conducted and Pricing and Evaluation is happening.
The Term Sheet is the Executive Summary of the Offer by the BioPharmas.
We have at least 3-4 Serious Offers.
And other conversations are going on with other BioPharmas.
China is in a more advanced stage of negotiation because it has a different legal JV Structure and Revenue Sharing Parameters, Capitalization, and Expense Distribution. My hunch is that we are very close because the Chinese Government would love a JV with ACTC to be concluded. This will catapult China to the front lines of Regenerative Medicine and the Chinese know this. The ACTC's Patent Portfolio and the Product Pipelines are all key strategic goals of the Chinese cost reduction program for the coming decades.
What can we do? Wait and accumulate.
What Products are in our Pipeline?
We have at least a dozen platinum mines and gold mines in our immediate pipeline. Most of it are totally ignored by the Market:
1. RPE for Stargardt's and Dry AMD - hugely undervalued and ignored by the Market.
Lanza's notation on page 15 Next Steps as Phase 2/3 - Interesting
2. Glaucoma, Retinitis Pigmentosa, and the 200 other RPE Related Diseases - Zero Valuation by the Market.
3. Retinal Neural Progenitor Cells (Photoreceptors) - Zero Valuation by the Market.
4. Mesenchymal Cells ( Retinal Regeneration) - Zero Valuation by the Market
5. Cornea Transplants - Zero Valuation by the Market
Personal Call - My expectation on the first 5 above is that these products will follow the guideposts provided by the RPEs and the experience of the first 5 RPE Patients.
6. Megakaryocytes (MKs) - Wound Repair, Clotting, Angiogenesis - Comparatively Short Trials - Ignored by the Market despite the possibility that this will be the best product in the market in comparison to portfolio of other products.
7. Platelets - Clotting - Comparatively Short Trials - Ignored by the Market despite the ability to displace current paradigms of donor collections and huge costs savings to the Economy.
8. MSCs (Mesenchymal Stem Cells) - Multiple Sclerosis and 200 other diseases! - Huge Wicked Market and Ignored by the Market - Probably Best in Class Product wise but ignored by the Market.
9 First hiPSC for PAD Application and Collaborative work with Cellular Dynamics
Please note that ACTC is currently working with at least 13 Hospitals on the Pre-clinical side and in preparation for filing at least 10 IND Trials...
Again, Personal note... I am willing to stick my neck out and say... that the success of these trials will be way way way above the current Historical Drug Average Success Rate ever in the history of the FDA!
ACTC has the best product pipeline in all of BioPharma ever!
But, How are we Finance Wise?
Not Good! But not Bad!
We have survived!
And we managed to keep our Patents Rolling!
We have enough cash until 2Q2013!
But with the huge potential of ACTC's Pipeline, No resources allocated for Manufacturing, Distribution, Marketing, Sales, In-adequate funding for Patent Management and Filings, In-adequate funding for the Product Pipeline, In-adequate funding for IND Trials in the Pipeline... Kathy and Rabin can not pull my leg!
We need a JV, and Vincent is correct in his position to argue for the JV now.
The only questions remaining is When, With Whom, and How!
Otherwise, My dear Gary ... you are now sacrificing your Pipeline every day you delay!
But off course... hold on as long as you can!
Because I agree with you that we do not have to leave money on the table!
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  1. pacman's Avatar
    Dave, great summary this, I have just been going been reviewing your 2012 Blogs to stay up on whats happening, you continue to do such a great job, and I just love your posts.

    Love this line of yours, it may just be prophetic very very soon: "I expect it to be an upfront payment of 500,000 million to 1 billion, with progress payments of 2 to 5 billion more. This will open the door on the stock price big time."

    Noel

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