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29-06-2016, 05:45 PM
#221
How?
How much would D Trump pay for a hair-loss remedy, proven to work in an independent, placebo controlled, trial?
I STOLe the following from a poster on another site:- Credit to Hawkeye.
Advangen and consumer healthcare has room to grow
Advangen sales have doubled year on year
Antagonising FGF-5 is well known to promote hair growth
Biotecnol has generated 78 humanised antibody variants of midkine.
British Journal of Pharmacology published a Midkine special edition
Cellmid continues to bolster intellectual property
Cellmid controls new inflammation targets for the treatment of Kidney Inflammation
Cellmid controls new inflammation targets for the treatment of Multiple Sclerosis
Cellmid controls new inflammation targets for the treatment of Rheumatoid Arthritis
Cellmid has a biomarker with a companion diagnostic
Cellmid has a diversified business Therapeutics, Oncology Diagnostics and consumer health
Cellmid has a Midkine tribody collaboration agreement with Biotecnol
Cellmid has an oncology program with anti Midkine antibody
Cellmid has anti FGF-5 products
Cellmid has developed a Midkine Elisa
Cellmid has developed a suite of Midkine diagnostics
Cellmid has licensed its cancer biomarker to 3 companies
Cellmid has optioned a Midkine antibody to Zoetis (animal health major)
Cellmid has positioned itself to dominate Midkine
Cellmid has real science behind hair regrowth products
Cellmid is a player in the personalised cancer medicine
Cellmid is an emerging cancer antibody play
Cellmid is building itself around Midkine
Cellmid is taking the hair regrowth business global
Cellmid knows what healthy serum Midkine should be
Cellmid may have the next big thing in Kidney Disease
Cellmid owns a hair regrowth business
Cellmid owns over 80 patents worldwide around Midkine
Cellmid partners include Pacific Edge, Zoetis, Quest, GW Pharma, Fujikura
Cellmid sees potential for Midkine in antagonist inflammation
Cellmid’s diagnostic work is relevant to other cancer therapeutic programs
Cellmid’s First in class Therapeutic antibodies will target Midkine positive patients First in human
Consumer health division is growing rapidly and close to monetization
Consumer Health sales forecast of $5m in FY 2016
EU Consumer Health distribution expected this FY year
Evolis is a Cellmid brand with good data supporting the product
Global branding was in place then product strategy will be for eyelash growth
Global branding in place strategy will be for products targeting prevention of greying hair
Global Conference Call this Tuesday
High value drug pipeline
Humanised IP14 Midkine antibody is safe and GMP ready
Humanised IP14 Midkine antibody no abnormal clinical pathology
Humanised IP14 Midkine antibody no dose limiting toxicities
In addition to any current hair loss products that inbibit FGF that cellmid has previously announced
It is also conclusive that Cellmid is the only company in the world with an FGF5 inhibitor product.
It is also now conclusive that FGF5 is a key regulator of human hair growth
Life Science mega trend company
Manufacturing arrangement with Kikkomen
Massive demand for hair regrowth products
Midkine also plays an important role in the diagnostics field
Midkine antibody is also being used in a program at our Japanese Laboratory to reverse Baldness
Midkine antibody slows tumour growth and metastasis
Midkine can treat heart attacks and prevent heart failure and disease
Midkine diagnostic collaborations Bladder cancer
Midkine diagnostic collaborations Colon cancer
Midkine diagnostic collaborations Glioblastoma
Midkine diagnostic collaborations Hepatocellular carcinoma
Midkine diagnostic collaborations latex based assay
Midkine diagnostic collaborations metastatic colorectal cancer
Midkine diagnostic collaborations Prostate cancer
Midkine Diseases have multiple published research papers
Midkine has also been quoted by Charlie Birse at Quest Diagnostics as the cream of the crop
Midkine has been subject to 700 publications
Midkine in Lung Dx test
Midkine is used as a diagnostic biomarker in the most accurate bladder cancer test in the world
Midkine is an ideal cancer target
Midkine is one of the most extensively validated disease targets
Midkine is upregulated in at least 26 cancer types
Midkine is useful across a range of disease indications
Midkine makes for great diagnostics well beyond cancer
Most of these cancer programs to animals
Multiple programs and possibly dozens of partnering opportunities.
New scientific advisor from the leading Garvan Institute of Australia
Oncology program ready for phase 1/2a this year
One of these Midkine antibodies could be used for treating Alzeimers disease
One of these Midkine antibodies could be used for treating Bone Healing
One of these Midkine antibodies could be used for treating brain cancer
One of these Midkine antibodies could be used for treating Colon Cancer
One of these Midkine antibodies could be used for treating Heart Ischemia
One of these Midkine antibodies could be used for treating Hepatocellular (liver) Cancer
One of these Midkine antibodies could be used for treating kidney disease and failure
One of these Midkine antibodies could be used for treating Metastatic Colorectal cancer
One of these Midkine antibodies could be used for treating Multiple Sclerosis
One of these Midkine antibodies could be used for treating Osteosarcoma
One of these Midkine antibodies could be used for treating Parkinsons disease
One of these Midkine antibodies could be used for treating Prostate Cancer
One of these Midkine antibodies could be used for treating Surgical Adhesion
One of these Midkine antibodies is being used for reducing solid cancer tumours
Rapidly growing consumer health business
Revenue stage Biotech
Springer book dedicated to Midkine
Strong experienced operation team with plenty of grass root experience
The promising six candidates were secreted at commercially viable concentrations
Therapeutic pipeline CAB 101 Kidney Injury and disease Preclinical Collaboration
Therapeutic pipeline CAB 102 Solid Tumours Clinical Development
Therapeutic pipeline CMK 103 Cardiac Ischemia IND-enabling studies
UPGRADED Sales and Revenue
US Consumer Health distribution expected this quarter
US Patent for use of Midkine Antibodies to treat disease
Very rare for one company to own a whole new target this big
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29-06-2016, 06:41 PM
#222
Junior Member
Hi Penn...been in this for 4 years now....been pretty static share price wise. Thanks for re-posting Hawkeyes 100 reason (or is that now forgetabboutit!) I do think CDY is on the cusp of a major re-rating, mainly due to becoming cashflow positive shortly. Hopefully the Evolis Hair product side of the business will be huge in China and the US, Japan obviously has got some good traction already. The Midkine IP portfolio is huge and with Celgene board members being present at the recently hosted Midkine symposium, big things hopefully lurking....Celgene MCAP currently 75 Billion USD!
Nice to see your name on the thread list Percy!
Last edited by waddis; 29-06-2016 at 06:46 PM.
Reason: Spelling
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29-06-2016, 07:22 PM
#223
[QUOTE=waddis;626676]Hi Penn...been in this for 4 years now....been pretty static share price wise. Thanks for re-posting Hawkeyes 100 reason (or is that now forgetabboutit!) I do think CDY is on the cusp of a major re-rating, mainly due to becoming cashflow positive shortly. Hopefully the Evolis Hair product side of the business will be huge in China and the US, Japan obviously has got some good traction already. The Midkine IP portfolio is huge and with Celgene board members being present at the recently hosted Midkine symposium, big things hopefully lurking....Celgene MCAP currently 75 Billion USD!
...Well.. Static today,Yes... but Up 3.2% from yesterday, and that was up 3.2% from the day before, and was almost half this share price just three months ago, I don't wish to split hairs (intended) but...that feels like a roller-coaster when half of your portfolio is on this one. I know it should not be, but when it was an under 20m Market Cap. I could not stop my urge to buy.
I will feel more relaxed with a Market Cap of about 42m......I can't say if that is 'fair value' but, it will not seem quite so 'Hairy" (intended) My other concern is the cash burn to get those impressive japan sales of evolis.
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29-06-2016, 08:10 PM
#224
Thanks penn. i was responding to your comment re CDY being undervalued. Sure looks like a lot of potential there.All the best JT.
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29-06-2016, 08:26 PM
#225
Junior Member
[QUOTE=penn;626684]
Originally Posted by waddis
Hi Penn...been in this for 4 years now....been pretty static share price wise. Thanks for re-posting Hawkeyes 100 reason (or is that now forgetabboutit!) I do think CDY is on the cusp of a major re-rating, mainly due to becoming cashflow positive shortly. Hopefully the Evolis Hair product side of the business will be huge in China and the US, Japan obviously has got some good traction already. The Midkine IP portfolio is huge and with Celgene board members being present at the recently hosted Midkine symposium, big things hopefully lurking....Celgene MCAP currently 75 Billion USD!
...Well.. Static today,Yes... but Up 3.2% from yesterday, and that was up 3.2% from the day before, and was almost half this share price just three months ago, I don't wish to split hairs (intended) but...that feels like a roller-coaster when half of your portfolio is on this one. I know it should not be, but when it was an under 20m Market Cap. I could not stop my urge to buy.
I will feel more relaxed with a Market Cap of about 42m......I can't say if that is 'fair value' but, it will not seem quite so 'Hairy" (intended) My other concern is the cash burn to get those impressive japan sales of evolis.
Hi Penn.... I guess by static I probably meant I bought my 1m shares 4 years ago at 3 cents so over 4 yrs its been up and down and kind of back where I started, I do feel though that this does have a kind of 'Good things take time' feel to it compared to some of my other spec stocks, its my only spec that is now making profit....well hopefully!
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29-06-2016, 08:35 PM
#226
Lets see what tomorrow brings being the last day of FY 16 for Cellmid. There was talk of an eyelash product being released in FY 2016 and also distribution deals for Evolis One into the US and China. A distribution deal probably has an initiation date and may not be immediate. On top of that the 800 man
Chinese Symposium in Melbourne, where Cellmid was a participant, concluded today. There may be much to discuss in the very near future. There is a sort of half assed analyst update on cellmid.com.au
Analyst coverage that gives .086 as a valuation. Seems fair.
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29-06-2016, 08:36 PM
#227
Has been up and down, A LOT! Funny thing though, IF this was an IPO (for Advangen/evolis only) preparing to launch into the USA with the proven sales and Aus and japan, would we not be looking at a Market Cap of 40m for that alone?
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29-06-2016, 09:11 PM
#228
The problem with Cellmid is that you have all the connotations of snake oil associated with hair loss restorer combined with a very miniscule potentially lifethreatening protein, the antibodies of which appear to be capable of regulating. The bit that escapes a lot of the punters is that it is a two pronged attack, presumably thats why they spun off two subsidiaries. Dosing with Midkine for certain things and antibodies for others. Can you imagine what something to restore proper heart function after an attack could be worth or to have bones healing properly and quickly.
Pacific Edge uses midkine as one of its markers and it works.
Just go out and say Midkine to somebody and when they say what are you on, try and explain it.
Good luck
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01-07-2016, 02:25 PM
#229
http://www.proactiveinvestors.com.au...ons-69558.html
Maybe this will help explain where things are with this company.
Worth a read.
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19-07-2016, 08:06 AM
#230
Declaration by coordinator of a 15% collective of LikeMinded Investors that they are acting to support the CEO. The latest SSH showed a large jump from 11 to 15% as more climb on board.
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