CDY - A Hair Raising Stock

[Minerbarejet]

I had buy order in today for some of the options at 1c ( did not get filled) but someone has a buy in for 1 option at 1.2c! Manpulation? or something else?

Have a look at this mornings premarket on cdy. Buy at 29 nearly takes out sell at 27. If that happens then there will just be a few left which will look as if someone is trying to sell a small amount.
On that note there are twice as many roughly shares wanted as available and the price has returned to precap raising ann level.
The millions wanted at 25 24 23 22 were there to scoop up the expected effect of the cap raising. This did not occur, or hasn't so far,
and as a guess Id say it was because of a much lessened dilution than expected and also in a roundabout fashion a hint that the Zoetis deal upfront may be actually quite good.
Plus another patent issued for Midkine

[penn]

I see. Thanks for that. Yes does look as though the Zoetis up-front payment could be in the $400,000-$4,000,000 range thereby reducing the ammount required for the CR. Still world events oft have a bigger impact.

[penn]

Why stop there? Clare Capital I think it was gave them 22.00. Even ballieu gave them a top of 27c

If I am finding it hard to sleep I go here.

http://www.valuecruncher.com/companies/13848

[penn]

Todays news is huge for a company with such a small M Cap.

AUSTRALIAN PATENT GRANTED FOR USE OF MIDKINE FOR HAIR GROWTH

•  Patent for use of midkine to prevent and treat hair loss and to promote and enhance hair growth issued
•  Comprehensive protection over midkine and related protein pleiotrophin with long patent life (to 2031)
•  Major boosts to Cellmid’s hair growth asset portfolio
• Woop Woop! (sorry that was not meant to be a ramp)

[Minerbarejet]

Followed by:
USA PATENT FOR MIDKINE TO TREAT HEART FAILURE
· USA patent granted for use of midkine to treat heart failure
· Patent coverage for midkine as a chronic treatment for cardiac
disease
· Global patent family already in force in Europe and Japan
SYDNEY, Wednesday, 21 January 2015: Cellmid Limited (ASX: CDY) advises that the
USA Patent Office has granted the Company’s patent application 11/720,983
entitled " Composition for treating or preventing myocardial disorder or heart failure".
The granted claims cover the use of midkine (MK) as a treatment for heart failure
which commonly follows non-fatal heart attacks.
In published studies using in vivo animal models, MK treatment following heart attack
potently promotes new blood vessel growth in the affected tissue (angiogenesis),
limits cardiac dysfuntion, promotes ventricular tissue repair and increases long term
survival rates. Significantly, MK is effective even where treatment initiation is delayed
for weeks after infarct.
“This patent reinforces Cellmid’s comprehensive intellectual property position in using
MK therapeutically”, said Cellmid CEO Maria Halasz. “Through several global patent
families Cellmid’s patent coverage now extends across a number of related
mechanisms of action” she added.
“Midkine could become an important agent in the treatment of heart failure” said
Head of Product Development, Darren Jones. “In an acute setting MK prevents
cardiomyocyte death at the time of the heart attack. In the longer term MK
promotes beneficial fibrosis and angiogenesis in the cardiac muscle in the weeks
following a heart attack” he added.
Cellmid’s equivalent patents have already been granted in Europe and Japan.
Cellmid holds the most significant intellectual property assets related to MK
worldwide. Cellmid’s patent portfolio currently includes 87 patents in 20 patent
families, which cover the use of MK and anti-MK agents for therapeutic purposes in a
number of diseases, as well as the use of MK as a diagnostic marker in cancer and
other disorders.

More good news for CDY

Veterinary drug giant Zoetis ($ZTS) also drew a crowd at JP Morgan. The company has been under pressure from Pershing Square's Bill Ackman, an activist investor who bought a boatload of shares last year, reportedly with the intention of encouraging the company to put itself up for sale. During a Q&A session after Zoetis' Wednesday presentation, analysts pressed executives for details about their plans to maintain Zoetis as a viable standalone company.
Among the topics was Zoetis' acquisition strategy. In November, the company paid $255 million to acquire Abbott's ($ABT) animal-health assets, which included a suite of surgical tool. Zoetis would like to find more such opportunities--"small or medium" transactions that fill holes in the company's product portfolio, said executive vice president Kristin Peck during the Q&A.
Chief Financial Officer Paul Herendeen added that Zoetis "would lever up, potentially aggressively" if the right deal came along.
But Ackman has griped about Zoetis' cost structure, which was also a topic of concern during the Q&A. When asked about opportunities to improve efficiency, Herendeen said the company had an operating spend of $1.8 billion in 2013, minus cost of goods sold. About half of that was sales and marketing expenses, he said, including the costs of maintaining the company's sales force of 3,500.
The greatest opportunities for cost-cutting, Herendeen said, may be in general and administrative expenses, which were largely impacted by the company's spinoff from Pfizer ($PFE). Zoeits is currently working to streamline its technology platforms, which should increase efficiency and bring costs down, he indicated. "I would say that our current level of G&A spend is above what you should expect for a company of our scale and of our global footprint. And that's because we're just putting it in place," Herendeen said.

Zoetis is the outfit that CDY signed an agreement for the use of midkine in treating animals.

[Minerbarejet]

Should be a quarterly out in the very near future. Be interesting to see what Zoetis fronted up with as payment if it is in there.
Why this company is a market cap of 20 mil with several varied sources of income remains to be clarified. Appears to be enormous potential with midkine antibodies alone. They have midkine pretty well sewn up for patents and several companies are utilising it on human diagnostics, ie Pacific Edge, and Zoetis, a spinoff of Pfizer, is looking into the companion animal side of things.
Quest is involved as well. A good uplift in revenue this quarter seems quite on the cards if the sales went well in Japan after the big TV marketing show in December.

[penn]

Last week the Cellmid Facebook page had a story Re- Takeda looking for large or small acquisitions, this year. My impression is that CDY are ripe for take-over. with only 20m MC, cash in the bank, current income streams, large patent portfolio.
These quotes come from that article.
Incoming Takeda chief ready to jump on the M&A train with reorg in place

Step one for incoming Takeda CEO Christophe Weber: Reorganize. Step two? Scout deals, he said Wednesday.
According to Weber, who will take the helm from chief exec Yasuchika Hasegawa when he's promoted from COO this June, Takeda won't let the industry's dealmaking wave pass it by, Reuters reports. And now that Weber has a company-wide rejig in the works, it's in a better position to be active, he said.
"We don't want to be passive and we don't want to watch the train passing," he told the news service.
For one, the drugmaker now has three distinct areas of focus--oncology, gastrointestinal medicine and emerging markets--that it can bolster through acquisitions,
While Weber didn't give much clue as to the size of the deals he's after--"perhaps a deal would be small or perhaps big," he said--he did highlight his company's goose egg in the net debt department, meaning it has room to maneuver.
(I,m not saying this will happen, but it has to be on the cards)

[penn]

Cellmid news letter out today. Some very positive news. inc:-

"Our Advangen research team has started the year having secured Japanese
Government funding for new equipment. Under the “Monozukuri” grant program
Advangen Inc. may receive up to JPY 23 million ($240,000) in funding for
research equipment. The grant comes in the form of reimbursement for equipment
purchased during the qualifying period.
Our research focus is to continue the discovery of novel hair-growth actives by
using our highly accurate and reproducible bio-assays. In this process we are
participating in several academic and commercialresearch collaborations. The
outcomes support the company’s intellectual property strategy and help maintain
our position at the cutting edge of hair research.
In recent months we have had exciting results including data from our highly
predictive whole hair assay, which we have fine-tuned for the accurate
assessment of hair growth potential for our new compounds. The recent data on
our novel, patented compoundsare encouraging, showing FGF5 inhibition and
strong hair growth promotion."

Options jumped 37.5% (at time of posting)

[Minerbarejet]

Sales up 60% during a restructuring, pretty good effort.
Another factor has come to light as well. It has recently been established that the level of Midkine indicates the severity of the disease. Wow. That could be very useful.

[penn]

Yes!

"researchers from the Nagoya University School of Medicine in Japan presented results

to show that MK levels closely mirrored severity and activity of kidney

damage in patients with lupus nephritis (LN). Lupus is an autoimmune disease; around
60% of lupus sufferers develop chronic kidney inflammation (nephritis) as a consequence. Importantly, the researchers
found that kidney damage was greatly reduced in a MK-knockout mouse model of LN, thereby showing that MK is not

merely a marker of LN kidney damage- it is a key driver of damage"
Cellmid have the antibodies,

My Mother has Lupus - No kidney trouble yet. But looks like kidney damage prevention is around the corner.!