Post 8 of 18 posts - 18 Months - Road to a Million
by, 01-01-2012 at 07:35 PM (8622 Views)
Post 8 of 18 Posts – 18 Months – Road to a Million.
2012 is here. ACTC is about to take off. Those of you that have invested and hung in there are about to be rewarded. I have included a post from one of our medical professional posters at http://investorstemcell.com. In the post he speaks of the “major happenings” for this first quarter of 2012. On January 24th ACT is holding a shareholder meeting to ask to be able to create more shares to be used in payoff of existing “shares owed” to 40 companies. The share count will be around 2 billion total outstanding when its all said and done. The share count will not really matter after the “Peer Reviewed Article” hits the stands. By this I mean a major Medical journal will announce the success of ACT Trials, but only after having completed the 3 to 4 month review of all the data. The data was ready to be reviewed in September (from the trials), so we have had enough time to publish sometime in January. How the world responds to this remains to be seen, but it will be huge in my opinion.
The second big thing is the Joint Venture. Its not known when the announcement will come but it will be close to when the “Peer Review Article” hits the stands. (Make sure you get a copy of this article, it could be a collectors item).
Finally once comment, ACTC is prime for a buyout. Without strong Joint Ventures signed to bring an influx of cash and agreements in place, a buyout is very possible. The current general feeling is something around $5.00 per share. I for one can live with it, but would much rather see this company go to $20.00 a share or higher.
Below are some articles worth reviewing that came in this past month.
Next month is post number 9, and we will be half way to the finish. I get so excited I cannot sleep.
I am picking up more shares this week, tons more
See you Feb 1st.
Happy New year to all,
Serious potential - Dec 6, 2011
New England Journal of Medicine process
New England Journal of Medicine
The following information is found on the NEJM web site: Author Center
What is this? This rule requires that author-researchers NOT release the details of their findings to the mass media before their work undergoes peer review and is published. The NEJM instituted this in 1969 for two reasons: to allow time for independent peer review of scientific findings before public dissemination and to protect the originality of content.
WHAT IS THE PRESS EMBARGO POLICY?
Like most medical journals, the NEJM employs an embargo system. Copies are delivered or made available over the internet the Friday before publication to journalists who agree not to publish stories before Wednesday at 5 PM Eastern time in the United States.
There are two fundamental reasons for the embargo: it gives the media time to report accurately
on complex and important NEW research findings, and it allows subscribers to read and understand the full reports in the Journal before media reports prompt patients to call with questions.
IF AN ARTICLE HAS IMMEDIATE CLINICAL IMPORTANCE, THE JOURNAL MAY DESIGNATE IT FOR EARLY RELEASE AND PUBLISH IT ONLINE BEFORE ITS APPEARANCE IN PRINT.
ACTC into 1Q/2Q 2012
I. First Quarter 2012
First... I have taken it for granted that ACTC will have the 1 Billion AS completed. (additional shares to award, or sell)
I am not sure which will come first: The China JV or the Peer Reviewed Article/PR Blitz.
But, If I have my druthers... I will go for the Peer Reviewed Article coming first, and before
The China JV will come at anytime, but within the first quarter. Although, my preference is for
the China JV to be announced before the 24th also.
There should be a reasonable chance for the European JV to be concluded within the 1Q but I would not mind 2Q. The same is true for the Platelet IND for the 1Q.
The completion of the dosing for the 1st Cohort of the US SMD and Dry AMD Trials should be completed by the end of Feb. 2012.
The London dosing of the UK SMD Trial should happen in January 2012.
ACTC will present their Mid-Term (2-3 years) Financing Plan. Not sure, if this will happen before the 24th January or after.
My hunch... is Rabin will try to do this before January 24th, if he could. He should time this with the China JV announcement. I know that Rabin will try to do this in order to reverse the impact of the AS. I would, if I am Rabin.
The DSMB Report for the First Cohort should come in before the End of the 2nd Quarter. I am expecting the next 4 Patients to duplicate the performance of the first 2 patients.
The London DSMB Rport should also come in, and again, this should duplicate the performance of the first 2 Patients.
The combination of all the above data should provide ACTC the data to request for the Termination of the Trial and to propose the acceleration (fast track) of the trial into a Pivotal Phase 3 with compassionate use. This is a very tall order to meet, but a lot will depend on the Observation Article of the first two patients. If the first 2 patients have both visual acuity improvement, then I would expect that the rest of the patients will have the same type of performances.
It is at this point, that things will become unpredictable with 7 patients with engraftment and possibly 5 to 6 with significant visual improvements, Platelets IND approval will also possibly come, Dry AMD Trial in Europe Approved, and the China IND Filing can be possibly fast tracked by the Chinese into a Phase 1/2/3 using the US data on the first 6 Patients. Plus, the possibility of an European JV also announced.
If, you take a look, at all the possibilities above... it is at this point, that our Stock Price will become unpredictable... on the UPSIDE. Much will depend on the Media Reaction to all the developments with ACTC and how many and how much of the Patients who can see... will also be accessible to the Media. One interview by Barbara Walters and/or Bill O'Reilley can blow this Stock Price wide open.
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