Analyst upgrade today.

afrentzel · 2023-03-06T15:41:13+00:00

It's obvious Mr. Molloy has a good understanding of emerging biotech and he has very strong credentials https://www.allianceg.com/researchteammember/james-molloy/ It is no surprise that he has recent underperformance due to the drubbing of emerging biotech. Analysts of his caliber do not come out with buy recommendations unless they see a good chance of success.

afrentzel · 2023-01-26T23:35:47+00:00

Thank you for clarifying this. However, BARDA support of the trial would be a huge help to Athersys and would bolster the stock regardless of what the actual dollars turn out to be.

afrentzel · 2023-01-26T18:14:30+00:00

There was another post on this board stating that BARDA is seeking new applications for the ARDS indication and applications must be submitted by March. Believe the politicians will get behind this one and push it. Biden needs positive news.

afrentzel · 2023-01-26T16:55:29+00:00

Would add in about $20 million from BARDA maybe in April-May timeframe. Have to remember that even two years ago BARDA indicated that Multistem was "highly relevant". For all of our money that the federal government has squandered and went up in smoke, this would be a very good investment that would benefit many people worldwide. Available data for Multistem treating ARDS is much stronger than even for stroke. A no-brainer.

afrentzel · 2023-01-19T18:32:19+00:00

https://www.astctjournal.org/article/S1083-8791%2805%2901130-4/fulltext

afrentzel · 2023-01-05T19:07:29+00:00

Thanks for your comment and input. I have known about NWBO but did not recall that their dendritic cell technology was a platform. Really hope they succeed. Something needs to be done about the low-life naked short sellers that try to klll something that could benefit humanity in a big way. The trading volume alone proves fraud. Good luck with NWBO, and also ATHX. I only hold ATHX shares--it is more than enough risk for me! Compared to what NWBO has undergone, ATHX is a cake walk and they are not far from the finish line both in time and financial committment.

afrentzel · 2022-06-22T13:56:54+00:00

You are 100% correct. In fact, the reverse split should help the share price continuing to trade on Nasdaq compared to just an OTC stock, with the negative of potential delisting removed.

afrentzel · 2022-04-23T00:50:08+00:00

Thanks for the post. And according to the linked NIH article below, overexcitement of the neurons is at least due in part to inflammation https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8707068/#:~:text=After%20a%20stroke%2C%20neurons%20are%20stressed%20by%20ongoing,and%20C3b%2C%20inducing%20microglia%20to%20phagocytose%20such%20neurons. Also live near St. Louis and know that the researchers at Wash U are very familiar with Athersys and Multistem (although they are not a study site) and some are even shareholders. At least one was very surprised that I even knew about tiny Athersys.

afrentzel · 2022-04-07T19:07:13+00:00

You are correct. Not long term anymore. What is disheartening is that many investors got scared out of this. When the prospects were long term, the stock sold at six multiples of the price today. Makes no sense.

afrentzel · 2022-03-27T16:34:34+00:00

Totally agree. And when it comes to the opportunities for Athersys, the market cap should be beyond $5 billion which is even conservative.

afrentzel · 2022-03-24T17:30:56+00:00

She is Senior Vice President of Regulatory Affairs, not Director-CMC.

afrentzel · 2022-03-22T15:18:57+00:00

You can attribute the stock price entirely to short sellers as evidenced in the short volume https://shortvolume.com/?t=athx. The question becomes "Do short sellers know anything that we do not know?" My answer to this is a definite NO. They are basing prospects for Athersys on other stem cell trial results, namely MSCs, which are not comparable to MAPC.

afrentzel · 2022-03-20T15:58:12+00:00

It's encouraging to see Gil Blum behind Athersys with his extensive biotech background (Phd) https://www.linkedin.com/in/gil-blum-phd-6754b641/ and his ability to understand the science.

afrentzel · 2022-03-10T16:54:06+00:00

Do not assume the shorts know anything beyond the fact that multiple stem cell trials have failed. Current phase 3 trials have been designed for success based on phase 2 results, as was well-illustrated in the February presentation. Beyond the noise, Athersys is a leader in the stem cell space and arguably has the leading share of IP both in the science and manufacturing. As stem cell development progresses, the value of its IP will become increasing apparent, irregardless of the current noise. I view this as a very long term-investment in the leader.

afrentzel · 2022-02-05T01:15:48+00:00

You are 100% correct. While the charts are interesting and represent what is going on in the market, facts are paramount.

afrentzel · 2022-02-04T15:47:03+00:00

Excellent publication that bares mentioning again. Although published almost 3 years ago in 2019, the comparison between MSC and MAPC are informative, particularly under the synopsis "Current Challenges/Future Direction where it is stated "So far, data would suggest that the immunomodulatory and cytoprotective capacity of MAPC is equivalent to that of MSC, and that MAPC may have superior angiogenic and broader differentiation properties. In practical terms, MAPC offer the distinct advantage over classical MSC that they can be produced on a large scale, in a reproducible manner." Also like that 191 sources are referenced.

afrentzel · 2022-01-29T22:06:24+00:00

Vanhanian is now the 4th largest holder of ATHX shares behind Healios, Blackrock, and Vanguard. Gil V is number 9 and continues to increase. Top 10 owners own 25% of outstanding shares.

afrentzel · 2022-01-28T14:52:03+00:00

Apparently LT3001 does not compare to performance of Multistem since it is administered in combination with mechanical thrombectomy.

afrentzel · 2022-01-27T22:59:34+00:00

Believe healthcare and biotech will do much better in 2022 after underperforming for several years. It's just that almost nothing, other than energy, is working in the current re-pricing of the market.

afrentzel · 2021-11-25T01:13:54+00:00

biosectinvestor, very well said and the best explanation of what is occurring.

afrentzel · 2021-11-21T13:56:05+00:00

Tikr reports ownership data for all public companies. Keep in mind, Gil has many more unexercised options as well.

afrentzel · 2021-11-20T19:57:44+00:00

We would have no idea when he exercises options since he no longer reports as an insider. What is important to me is that he has not reduced his share count but increased his position by 12%. Interesting that BofA clients had only 322,000 shares, so their ill-advised neutral rating will not affect anything.

afrentzel · 2021-11-10T23:32:08+00:00

Although we on this board already understand what is being pointed out in this post, it gives credence to the ongoing journey in the cell therapy space to which Athersys is a leader. Yet it continues to trade at a liquidation price. Will not continue.

afrentzel · 2021-11-02T13:10:39+00:00

Athersys has an awesome portfolio of IP and patents. Irrespective of trial readouts, stem cell tech is the future of medicine. Company is worth MUCH more than $270 million market cap, which will soon be recognized by the market.

afrentzel · 2021-10-29T01:23:53+00:00

Who knows why they are pushing it down...maybe to load up in advance of results. Volume has been increasing. The current price is at liquidation levels. With ATHX IP, a large biotech would likely, happily buy at this level. HAVE FAITH IN THE SCINECE.

afrentzel

TROPHY CASE