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楼主: IpohMan69

US stock - ACTC.OB, now changed to OCAT (Ocata Therapeutics)

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发表于 17-8-2013 02:56 PM | 显示全部楼层
IpohMan69 发表于 13-8-2013 10:18 PM
With 2.4 billions outstanding shares, someone got to hold something, I am one of them...LOL.

http ...

Ipohman,ACTC现价在0.07,你怎么看?


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 楼主| 发表于 19-8-2013 10:32 PM | 显示全部楼层
田绿绿 发表于 17-8-2013 02:56 PM
Ipohman,ACTC现价在0.07,你怎么看?


You going to have to make your own judgement. My purpose here is presenting everything I know about this stock and my viewpoints, but in no way I can predict when is the lowest or will it go up or down today, each day; or is .0.07 cent is a good buy.....LOL.

If I tell you that it is good buy and for the next two weeks, it stay below .07 you will be cursing me. And if I say it is not a good buy but next two week, it jumped to .10 you will be cursing me also....LOL.

Everybody have different interpretation of the exact same subject or issue. Thus take what I have been written here, digest it and make your own dicision if you want to invest or not. Take a look at this fresh new article by a writer. What he said is all truth but not something that I do not know already. Am I going to panic and sell, NO. I have my own judgement and expectations and I can handle the risks involved. At the end if I lost it I can handle that with no regret because it is my own judgement. But if I listen to him and sell, then ACTC turned around and hit the target months or years later, I will regret it because I did not follow my own DD. What I believed in ACTC has a solid science and pipelines and sometimes later this could turn out to be a blockbuster products.

Edit :  I decided to remove the link as I don't want to give coverage for him; as he earn a few cents for every click....LOL. Yes, he writes for money, not just for fun. I do, I should have done the same thing.
He also does not give you the positive sides of the company, especially he said this is not a long term investment; why there are top 5 eye hospitals involved in the clinical trials in US, aslo in UK. Why no mention of Lancet paper, why no mention of the Blastomere technique is perfected and patented.... Do some search and google yourself if you want to read this biased article, you will find it...LOL. End of edit.

As everyone here would tell you, do your own DD, do not invest with money you CANNOT afford to lose, as no investment is guaranteed returns. Look around US here, many retired workers were promissed with certain amount of pension after they retired. Now towns goes bankrupted and they were forced to lose some percentages or most of it.

Good luck to you, LOL. 本帖最后由 IpohMan69 于 20-8-2013 09:24 PM 编辑

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田绿绿 + 5 谢谢分享。

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 楼主| 发表于 20-9-2013 02:52 AM | 显示全部楼层
http://finance.yahoo.com/news/ac ... drug-134800679.html

This is a very brilliant move, for these reasons !!!! ( I copied and paste from someone because I agreed totally, I am too lazy to re-phrase them):

1. Dog trials will probably be significantly cheaper (and maybe faster too?)

2. They get to tackle 10 significant diseases all at once

3. This not only presents a large animal care market for ACT, but also serves as a proof of concept prior to human clinical trials. Says Dr. lanza, "In addition to veterinary applications, these large animal studies may help inform and optimize subsequent human clinical trials that the company may pursue. We believe the etiology and system-wide effects of naturally-occurring diseases in large animals, such as dogs, provide an excellent model of human conditions.”

4. It may induce many veterinarians and animal-lovers who may otherwise not care to take notice of ACT as a company and an investment.

5. It also serves as a proof of concept for their "off-the-shelf" MSC technology. This will serve notice to everyone (potential partners, collaborators, investors, competitors) that ACT's eMSCs are superior, much easier to obtain, and probably cheaper too.

6. Success in the canine trials can be formally publicized in a peer-reviewed journal, and publicized to the world using the various world media. This will generate considerably more excitement for ACT's eMSCs when they conduct human clinical trials. And success will not be for just one disease, but for 10 significant diseases.

7. Which means that ACT may file for human clinical trial INDs for up to these 10 indications in the near future (if and when ACT has the money for these trials)

8. We can now start figuring in animal market revenues in future valuations of ACT

9. We could possibly obtain a JV partner for the animal market (and maybe sooner than for the human market)?
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 楼主| 发表于 4-10-2013 10:05 PM | 显示全部楼层
It is going to be a lot of unofficial\informal information here for those that invested and follow this company, because these came from personal dialogue with management team. I will seperate in a few sections because limitation of words for single post.

Here is some background information, these names will pop up later, so knowing who\what they are first will help you easier to follow the events/dailogue. Of course, you can think of the whole thing as a big SCAM orchestrated by multiple parties and disregard the rest of the mail. LOL. These information are all in iCell site.

Meetings :

MARLBOROUGH, Mass. — September 25th, 2013 – Advanced Cell Technology, Inc.(“ACT”;OTCBB: ACTC), a leader in the field of regenerative medicine, today announced that Chairman and CEO Gary Rabin will present a corporate overview at the 2013 Aegis Capital Healthcare Conference. The presentation will take place on Thursday, September 26 at 11 am PT at The Encore at Wynn Las Vegas in Las Vegas, NV. A question and answer session will follow Mr. Rabin’s formal remarks. ( Presentation PPT : http://www.advancedcell.com/docu ... egis-conference.pdf )



Advanced Cell Technology CFO and Executive Vice President of Corporate Development, Ted Myles, will present at the StemCells & Regenerative Medicine Congress. The presentation will take place on Monday, September 30th at 11:40 am ET at the Hyatt Regency in Cambridge, MA. Matt Vincent also present in an afternoon panel within the same day. Presentation PPT not yet available.

Names:

Gary Rabin : CEO, ACTC

Ted Myles : new CFO started in July, ACTC

Matt Vincent : Director, Business Development, ACTC

Dr. Robert Lanza (Bob), CSO ACTC

Dr. Robert Langer (Dr. Langer), BOD member ACTC. He served as a member of the United States Food and Drug Administration’s SCIENCE Board, the FDA’s highest advisory board, from 1995 -- 2002 and as its Chairman from 1999-2002. (http://web.mit. edu/langerlab/langer.html)


Robin Smith, Chairman and CEO of NeoStem. She was the moderator of the panel where Matt spoke in StemCells & Regenerative Medicine Congress. (http://www.neostem.com/about/leadership/management-team/)

Henry McCusker ( Analyst, Journalist and Publisher)

(http://www.scimitarequity.com/about/henry-mccusker)



Chris Airriess, CDO (Chief Development Officer), California Stem Cell.

(http://www.californiastemcell.co ... is-n-airriess-ph-d/)



ICell’ers ( InvestorStemcell, aka ICell, website member)

Belas93 (female, real name is Marion)

Twenty2 ( Male, real name is John)

Msemporda (male, resides in Europe, met and sat down to talk with Matt Vincent during a conference in Spain back in March)

Iamaverb (male, this is not the first time he attend and report back)

Feeed, creator and owner of Investorstemcell.com website. His first name is Jason. He usually arrange badges for members to represent ICell as media rep qualification if they want to attend these type of meeting with credentials without paying huge fee.



ASM = Annual Shareholders Meeting, to be held on Oct 22.



OAB = Ophthalmic Advisory Board, which is made up of all of the clinical investigators from ACTC clinical trial partner sites, as well as some independent members for ACTC trials.

Quick note : ACTC announced INAD on 9/19 (http://finance.yahoo.com/news/ac ... drug-134800679.html)

Now here comes the “reports” where ICell’ers attended the meetings and gathered information. Please note that they are copied and paste from ICell forum, edited to spelling of name/company only on very rare case)
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 楼主| 发表于 4-10-2013 10:09 PM | 显示全部楼层
Part A (Iamaverb attended AEGIS Capital Health Care conference(http://www.aegiscapcorp.com/health-care-conference/ ) in Wynn Resort in Las Vegas, Steve Wynn is the owner and he has some form of eye disease(http://www.huffingtonpost.com/20 ... gul-_n_3727488.html ). His name is mentioned later  :


1.09-26-2013 03:41 PM

iamaverb

News from Las Vegas

From my iPhone.

A few of the highlights from my talk with Gary one on one today. ACT is hiring a doctor to be the clinical trials coordinator for all of the trials throughout the country and England. This was one of my concerns and should help to speed up the trials.

When I asked how the new lab in Boston was coming along Gary stated that there will be a video out in the very near future showing all of the progress. The new lab will be able to handle all of the commercial production of our cells.

It won't be until sometime next year when we are able to do a large capital raise which he will do in conjunction with the up list.

The OAB board consisting of our doctors will meet in Miami on the seventh and eighth of October to outline the phase 2 trials.

When I asked Gary about the INAD and if he could give me any color on how soon he expects the FDA to approve the trials Gary stated that they had just received approval and earlier this week Dr. Lanza treated the first dog for Lupus. That is great news for me.



iamaverb




1.09-26-201308:56 PM

2.iamaverb

3.News from Las Vegas. Part 2


I have just arrived at the LAS terminal for my flight back to Houston tonight after playing poker for about four hours at the Wynn. Looks like I missed a lot of the action on iCell today since my last post.
Let me add a little color to today's meeting and to refute some of the post from others.
First and foremost Steve Wynn was not in attendance at the meeting nor did anyone received a standing ovation although there was enthusiastic applause for Gary after his presentation. Gary did a fine job.
At one point Gary was a little contradictory when he stated that they had treated 30 patients so far and at another time he said that they had 30 patients that showed visual acuity and one that had not. I attribute that to nervousness.
Gary was clear that the up list will not happen until he had arrange substantial financing for the company and that it would be in 2014. He would not pin himself down when 2014.
When I ask Gary about the INAD he seemed a little reluctant to tell me because he said that Dr. Robert Lanza wanted to talk in detail about these trials. I specifically asked him if it was okay to report about this on iCell and he said it would be okay. Dr. Lanza will talk about these trials and more in detail at the ASM. Be there or be square.
I verified that Gary had meetings scheduled with two financial companies after the presentation but I will not be divulge the names of these companies.
We talked about Ted Myles and Gary was excited that Ted was on board and said that I would really like him.
And for those who are interested, no, I did not play poker with Gary after the meetings. He had a full schedule to attend to.


1.09-27-2013 11:06 AM


iamaverb


Originally Posted by Actc_fan

congrats iamverb.

Any thoughts on the discussion here? Did you get a sense from Rabin's remark about treating the first dog with lupus. Could he have mis-spoke and meant crohn's or something else that they actually applied for? Thanks


Lupus was mentioned so that is what I wrote after asking for permission. It was a casual conversation so who knows. I suggest that we do not flood Gary&Co. with letters and just show up or listen in to the ASM webcast in 25 days.


1.09-27-2013 08:14 PM#52


iamaverb


Originally Posted by akshun172

verb, I agree.

When I read the sentence "The INAD is directed to ten canine disorders corresponding to hepatitis, glomerulonephritis, osteoarthritis, Crohn's disease, inflammatory bowel disease, spinal cord/disc disease, meningoencephalitis, hemolytic anemia, pancreatitis and sepsis." I read it as any (or it could be just 10) canine disorder thatcorresponds to the 10 Human orders listed. Lupus causes systemic inflammation which possibly corresponds in some way to sepsis in humans.

I find it hard to believe that Lanza or ACTC would jeopardize their credibility at this stage of the game by treating animals for conditions with cells they are not authorized to do and then speak about it publicly. It would completely destroy everything they've done so far. IMHO.


In Gary's presentation he stated they have been working on clinical research with "Lupus" and other human diseases. The veterinary field is a natural derivative of this research.
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 楼主| 发表于 4-10-2013 10:11 PM | 显示全部楼层

09-27-201306:03 PM#1


iamaverb

News from Las Vegas. PART 3: Final thoughts and quotes.

Here I have posted excerpts from Gary's presentation in the order they occurred. I left out some of the information that we are already aware of.

ACT is looking at a dose of 100,000 to 150,000 cells as a treatment.

"We can manufacture a 1/2 million doses a year in just our small lab." I'm not sure if he meant the existing lab or the soon to be completed renovated lab.

Gary did a good job building up this little "Phase 1" company by talking about our partner doctors and the 4 of the 5 top eye hospitals doing our trials, the Vail Vitrectomy meeting where 3 of the 4 top eye doctors in the US gave presentations on the clinical trials they were doing with ACT, the Lancet, and said that "we are on the precipice with this opportunity of an absolute game changer."

In talking about the trials success to date, "We know this is absolutely working." Read "absolutely."

Gary talked about the gentleman rancher from Texas that had 20/400 vision and that "he hadn't been able to ride a horse in 9 years and now has 20/40 vision" and where before the treatment "he couldn't get on his horse he is now able to ride a horse today and he can drive a car."

"As an investor you will be looking to say does this company has something happening in the next several, 6, 9, or 12 months that I can measure and judge and the answer is YES!" Value inflection points I presume he is indicating.


The follow-up after the phase 1 "will of course be published again and peer reviewed"


"In the design of the phase 2 we are expecting to have multiple trials. One will show that we can stem the decline of the disease. In another trial we will design it to show improved acuity."


All of the trials will be "value creating so that you can measure" results. I read JV.


When Gary spoke about the INAD application he says that today the Veterinary market is almost $30 billion a year and is growing at almost 9% year.

He said they are "working with lupus" and other diseases in the clinic and "Since we have been doing the preclinical work to treat these diseases in humans we have an opportunity to go after these diseases in the veterinary world."

"We are in the process of hiring a EVP of Clinical Development" to help in the coordination with the hospitals and the clinical trials. "Doctors like to talk to other Doctors" Gary told me before the meeting. This cures one of the problems with my perceived lack of progress on the part of ACT in adhering to the clinical trial schedule. It shows me an intent on the company's part to successfully complete the ongoing and future trials on schedule. I am especially excited about this aspect as now Gary can shed the CFO and the Clinical Trial Coordinator hats and concentrate on navigating this "little Phase 1" company to success. Perhaps we will also have some additional help from the FDA in starting and finishing these trials.

Gary mentioned that we have Dr. Langer on our board "the most prolific inventor in the whole world" with "more patents now than Edison."

As Gary wrapped up the presentation he talked about "pursuing a therapy with limitless potential."

"We have the potential in the RPE program, if this therapy works, to have the largest drug in the world. And that is why we get out of bed in the morning."

And that is why we return to iCell day after day.
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 楼主| 发表于 4-10-2013 10:12 PM | 显示全部楼层
PART B, Belas93 attended the StemCells & Regenerative Medicine Congress. Website replaced with 2014 event information and some highlights of just past 2013 congress.



http://www.terrapinn.com/confere ... -medicine-congress/

Stem Cell & Regenerative Med Meeting in Cambridge Today with Ted Myles & Matt Vincent



Belas93 - 09-30-2013, 01:01 PM

1.Hi Everyone,

I just got out of the meeting where Ted Myles presented and I also got to speak to him after the meeting.
He is a very nice guy and did not know the answer to some of my questions but took my email address and promised to get back to me. He also gave me his card.
Let me begin with the questions I asked him.
First, he said that 30 of about 36 patients have been injected to date. He didn't believe the 2a cohort had been finished.
He said the entire procedure takes 90 seconds and then the patients have to stay laying down for a period of 4-5 hours, then they can leave.

I asked if we would be manufacturing RPE cells in the Marlborough facility and he said the plan is to be source independent that's what I think his words were.
I asked him about Roslin and where they fit in and he didn't know about that.
I asked if the patient from Texas was the pt who went from 20/400 to 20/40 and he said yes that 's the patient who can now ride a horse.
He mentioned in the meeting that we will hopefully begin Phase 2 in mid 2014, that we would begin MMD in early 2014 I asked if we are going to the OAB next week what will be the delay?
He said there is no delay, it's just we have to present the findings from the first 30 patients and that all may not done by the OAB meeting. I asked if we'll expand into using more hospitals and he doesn't know yet.
He said it's a process and the hope is we get started on Phase 2 in mid-year but things can change as we go along. He said this is ordinary and usual.
I asked what's holding up the MSC paper and he said he didn't think there was a delay but this is something he would have to ask Gary or Matt.
I asked if we settled with the SEC and he said no but hopefully before the end of the year. He said if we were a private company we most likely would have settled by now but it's more complicated and he gave me the idea that
it's in the hands of the SEC now, although he didn't say that exactly.
I asked if we could get a copy of his slides and he said they're similar to what Gary used and they should be on their site or going on their site shortly.

In the meeting he spoke very quickly so it was difficult to write and look at the slides.
He mentioned that we have 3 clinical trials that are meeting unmet medical needs; AMD, Stargardts and MMD.
WE have a strong IP Estate. He mentioned something like active partnering and our assets but he said it so quickly and then I forgot to ask him about this. He said he would not go into our other areas
such as Platelets and MSC's but they were up on a slide. He did say there were promising early results in animals regarding MSC's.
He said there are 30 million people in the US & Europe who are affected by AMD and this will grow to 45 million in 12-15 years.
His slide said this was "...an Epidemic".
He said we are treating with a small dosage of less than 200k cells, and then he mentioned our manufacturing facility in Marlborogh.
He spoke of using 4 of the 5 best eye hosptials in the US. When I asked my husband about this the other day he seemed to think Mass Eye & Ear is not considered in the top 5.
Ted's slide showed Moorsefield and Edinborough (spelling?)...
He said in Phase 1 there have been no adverse effects, persistence of cells, and impact on visual acuity "in many cases".
He mentioned that we are now able to treat better vision patients and this will "expand our label".
Regarding MMD, he mentioned there is a "large market" in Asia and the US.

Matt Vincent is part of a panel beginning at 2:10pm and hopefully I will have more information after this session!
One last thing, Neuralstem presented right after us Richard Garr their CEO. He had photos of the actual surgery and he kept mentioning their patient
"Ted" who went public but he also said these were not photos of Ted's surgery.
I asked Ted Myles why don't you use the Texan who went from 20/400 to 20/40 and is now riding a horse, so that we can have this personalized presentation much like Neuralstem...
He said he would discuss this with Gary & Matt.
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 楼主| 发表于 4-10-2013 10:13 PM | 显示全部楼层
Second Part : The talk before and after Matt presentation; to Belas93
1.Belas93 - 09-30-2013, 07:25 PM -permalink 1.Ok I'm back home...Part 2 Matt Vincent....

I wish I had interviewed Matt first as he did give clarification to some of the things I asked Ted Myles this morning.

I also need to reiterate that Ted Myles told me "I've only been here 3 months" so he could not elaborate on some of my questions the way Matt could, and I don't think he was prepared for some of the questions I asked of him. Ted did not seem to know ICell, whereas Matt reads ICell and knew where I was coming from. I told Ted it was our life's work to know this stock and that many of us are very invested in this! He was listening because Matt knew about me when I approached him later.

Also, before I address some of the things I asked Matt, the panel spoke to funding sources and the interest of Pharma up to this point, which hasn't been much but should be changing now that many stem cell companies are in Phase 2 and 3.

Of particular note, and maybe the large buy block at the end of the day has something to do with this, but Chris Airriess, the Chief Development Officer of CIRM (note: it is CSC, Californial Stem Cell), paid us a nice compliment when referring to Orphan Designation, and something to the effect of "my good friends at ACTC have a good shot at that"...

That's what I wrote down but he seemed to be genuine and it was very complimentary toward Matt and ACTC. I got a general sense that all panel members, including moderator Robin Smith, have a great deal of respect for ACTC and for Matt. I also have to add here that I was very impressed with NeoStem and their presentations and what they have accomplished. Using their publicized patient, Ted, showing an actual surgery, and having good speakers were all noted points for me. I thought Robin Smith would come across in an arrogant way, and she was anything but, as she was professional, a good moderator, and I was impressed with her and her company.



So, because I had read Stemdynasty's questions right before I met with Matt, I began by asking those questions: why haven't youpr'd the lupus animal injection, Dr. Lanza's contract and why haven't we injected all 36 patients.

He did say that Bob doesn't seem concerned about his contract and it was probably finalized recently. He knows that Ted spoke to Gary from the meeting. Regarding the Aark animal trials, he said that managing relations with various labs is more complicated than it seems. Matt said there is data coming in from other trials with other academia collaborators. They work with other university labs to reduce the cost and they have to be careful about disseminating the data. We also spoke about the MSC paper and he asked me to email him the question and he will respond to us by tomorrow. But he did say the MSC paper is "hopefully in final steps".

And MSEmporda, Matt gave you a great compliment by your knowledge of our IP Estate/Portfolio particularly as it relates to our MSC's and that you were correct. He mentioned sitting down with you in Spain. He will give me a more complete answer but he did say that we have the dominate patent file in place.

When I asked why we weren't finished with our patients and why Phase 2 won't be until mid-year 2014, Matt explained that we are dependent on DSMRB, that there are check points, and they've asked that we wait until we've finished with all 3 cohorts as they want Cumulative data in the US and the UK. Matt also said that patients "screen-out" at last minute and therefore cannot be in the trials.

So these are some of the delays that happen and this is why we haven't completed all of the patient trials. He said there are just many normal things that have to happen and it takes time which is why it may not be until mid 2014 to begin Phase 2.

I asked him about having a JV in the near future and he said it's a question of "when not if", and it will be after Phase 1. I suggested that I was concerned about going it alone and he explained to me that it's better for us to get a much better JV when we're in Phase 2, and it was pretty much what Gary has been saying. I mentioned being source independent but I pretty much understood Matt to mean that we are still looking to JV but it has to wait until Phase 2 when we have more data and a better JV.

There's at least 5 other questions I didn't get to ask him as Henry McCusker wanted to start the meeting - Henry spoke highly of Feeed and ICell and I was proud to be wearing our badge!! - and I know Matt had other things to attend to after the meeting, so once he answers them I will forward to everyone. When Robin Smith introduced Matt, I 'm pretty sure she said that Matt holds patents of his own! He has great credentials and is a very brilliant guy!




Belas93 - 09-30-2013, 07:26 PM -permalink

In the panel meeting Matt discussed the message of how we have to approach financing. We are in a place that attracts excitement with our 50,000 shareholders (he seemed very proud of this), but we have to balance our excitement with being realistic and strategic. We have to understand risk in a Phase 1, trial designs play into this, our end points all relate to our final label or product. We have to think about secondary data, and global level formulation and (can't read my writing) of ease of use of products.

He said that Wall Street analysts look for these things.

The panel discussed various sources of funding and talked about Phase 2 royalty assets, and lots of talk about debt vs equity financing.

Some of the points that I think spoke well of us were Henry McCusker's comments, as he has been on both sides of the deal. He asked, What is the culture of the personalities involved...do they get along? where is their vision? what are their milestones and catalysts?

Matt spoke about balancing the value of the deal against the likelihood of success. To JV with a pharma that has FDA experience and world experience, tremendously valuable in clinical designs.

Someone who can review pricing strategy.

Henry said that Pharma doesn't understand (regen medicine) at the moment.

STephen Brozak of WBB Securities said The Street knows lenders...institutional lenders is a good thing and people pay attention.

They agreed that the quality of a lender/investor is critical.

They talked about market caps and how companies should be valued? Henry said that what makes companies thrive is solid credible news. Retail investors will now look at you if you have solid credible news.

Investors want to be surprised on the upside..."that makes their day..."

Perception of success has value.

Matt's comments: FDA credentials are incredibly validating.

FDA is now willing to have dialogues unlike 5 or 6 years ago...the "Table has been set for path to licensure"

Henry said that the next major catalyst is Clinical Data, Phase 2or 3 data, but Stephen Brozak said Phase 3 not necessary if you have Peer Review Publications. "When that happens then things start moving."

At this point was when the CIRM guy spoke about Orphan Designation and turned to Matt to pay him and ACTC the compliment.

Sorry about the terse and choppy sentences, but I'm writing from my notes.

I will submit my questions to Matt that I did not get a chance to ask him and hopefully he'll reply by tomorrow!

Belas
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 楼主| 发表于 4-10-2013 10:15 PM | 显示全部楼层
Follow up e-mail Matt promised to Belas93 with questions.



Belas93 - Yesterday, 07:39 PM -permalink

Hi All,

As promised, Matt Vincent has begun to answer the questions I emailed him last night after yesterday's meeting. I'm sure a lot of you will have follow-up questions and maybe the best way to handle it is to start a list of questions for the ASM. I can't thank Matt enough for taking the time to answer our questions and concerns...Thank You Matt!!

Here is the first slug of questions/answers! More later.
Questons:

Q. Chris Airriess, CIRM CDO, paid you and ACT a very nice compliment when he spoke of Orphan Designation...do you feel we will be getting Breakthrough Status at some point?

A. We certainly hope so, and have been taking some of the initial steps necessary relating to Breakthrough Status, as well as Fast Track Designation as a back-up (FTD is automatic when you get BTS, but not the other way around), and the requirements are being factored into our phase II trial designs.

Q Could Phase 2 happen much sooner than mid- 2014?

A. I think mid-2014 is a fair estimate, given the work with the FDA we need around expected endpoints, inclusion criteria, and potential changes to treatment protocols we have come up with based on our experiences so far with the phase I studies.

Q. Will MMD happen in early 2014? Who will fund this?

A. That is currently expectation. We fund the MMD trial at UCLA, though are looking at potential CIRM involvement in this study.

Q. Why was Edinborough, Scotland, noted in Ted's slides? Do we have a clinical trial there or is that for our collaboration with Roslin?

A. We have not yet conducted any surgeries in Edinborough (we are working through some technical issues there, which have nothing to do with Roslin Cells – to nip the speculation in the bud), but have enrolled at least one patient from the Edinborough clinic who was treated at Moorsfield Eye with follow-up in Edinborough. With respect to Roslin Cells, we continue to collaborate with our friends there on a variety of preclinical programs. We think very highly of them, as you might guess from our past statements, and are always looking for ways to deepen that relationship.

Q. Regarding our Texas patient who went from 20/400 to 20/40 and can now ride a horse...why not ask him if we can have him publicly speak about his success with ACT in much the same way that NeoStem is talking about "Ted". I felt that their referring to Ted today personalized their presentation.

I also liked that they showed photos of their surgery, although it was not with Ted. Maybe we should have our Texan speak about us and maybe we can begin showing photos of our surgeries? A picture is worth a thousand words, someone once said...


A. We don’t have direct access to any of the patients, nor actually know their identity. I am not sure if surgeon has made this suggestion to the patient yet, but my personal sense on this is that we need to wait long enough to be very confident that the improvements in visual acuity persist. So far, so good – but I think (again, only my opinion) that we should get to the one year date in order to satisfy any potential skeptics out there. We are now 2 years out on the first patients, and more than a year on several others, so I think the long term persistence of the VA effects, where we have observed improvements, is starting to look credible and strong (albeit with a very small cohort of patients).

We use to show the actual video footage of our surgeries – and while it only takes 90 seconds to watch, many times we are running out of time in these short formats to get to all of the other exciting information about the company that we are anxious to convey. So the video was cut out from many of the recent presentations.

Belas93 - Yesterday, 07:41 PM -permalink

Q. Will you, Gary or someone from ACT, be meeting with a California Senator? If so, why?

A. Can’t comment on any particular meetings, but will say that we talk and meet regularly with federal and state officials, including senators and representatives from both parties. You might be surprised by the names of some of the people we have met with that have expressed support for our efforts and programs!


Q. Is the SEC or the NIH a concern to ACT? Why is the NIH being so dismissive of us?

A. I think the SEC issues have been talked about by Gary already. With respect to the NIH, I don’t think they have been dismissive. I know there was some chatter on istem a few weeks about the NEI/NIH meeting on the use of stem cell therapies for eye diseases – with the suggestion that somehow ACT was not invited. We were, and Ed Mickunas attended and received considerable attention from the folks there. The issue of the revised hESC funding guidelines is a different issue – not one that I would chaulk up to anything other than a combination of moving carefully so as not to provoke another court battle combined with reduced capacity to deal with all of the issues in front of the NIH due to sequestration.



Q. Matt, would you become a guest "speaker" once a week on our ICell forum to answer our question, or at least the question of the week?

A. Happy to ask Gary – though I know the concern will be not accidently stepping over the line of “selective disclosure”. That being said, I know he would like to get back to regular blog postings on our public channel. I will ask though.



Q. Why is the company so silent about giving us pieces of information that are given out in conferences such as today? As was noted in your panel, "Solid credible news" and "perception of success" as well as "investors want to be surprised on the upside" would really give this stock the boost it needs, and investors would feel good about owning it. We love the science and we know we'll be the Stock of the Century and that Dr. Lanza will win the Nobel, but we need some good news often enough...we are starving for news...

A. I guess the question is, outside of conferences, how would we make those statements? I think we are being more selective with press releases so that there is not a perception that we “pump” the stock – that we a only using releases for truly newsworthy events. Also, as we talked about on Monday, we have a number of wonderful collaborations with academic labs, but the quid pro quo for those relationships is that we not disseminate results before a scientific article is published in order to preserve the ability for the paper to be published in a high impact journal. That being said, being careful and a bit guarded on when we release data also helps tremendously with our overall patent strategy. And yes, I fully expect to attend a BOD meeting someday that has two Noble Laureates in attendance – Dr. Lanza and Dr. Langer. I think they are both on track. Now that would be a wonderful picture to get into, would it?!
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 楼主| 发表于 4-10-2013 10:16 PM | 显示全部楼层
Another e-mail sent by Matt to John, who attended last year shareholder meeting and got friendly with Matt. This is to clarify the news that Gary said ACTC already treated one dog that has lupus with eMSC cell in Las Vegas, a week after they PRed the INAD filing but no PR about treatment of the dog; where investors thought it is big deal and help pps :



This just in from Twenty2 on the main board:

E-Mail Update From, Matt Vincent (ACT)

Hi John

Hope you are doing well. I am looking forward to seeing you in a few weeks at the ASM. Just a quick note to pass along some clarify information on the INAD process. I noted that there was some concern on board that we had not issued a press release around approval of the INAD application – so thought I would provide you with some information that you could post to clarify. Briefly, the INAD process works differently than the IND process on the human therapeutics side of the FDA. In the case of an IND, you *cannot* start treating human patients until the FDA approves your IND application. So the process is two stages – filing and then approval or hold. In contrast, on the CVM side of the FDA, filing an INAD creates a de facto approval to start the companion pet studies. The INAD appraises the FDA of the work you intend to do, and throughout the course of the INAD studies you must provide the FDA notice whenever you intend to ship product to a study investigator. The FDA has the right to monitor and will issue a hold if they become concern. But to get started, it is simply a single stage process – file the INAD.
All the best

Matt


PS As you know, I have been trying to answer a few questions left over from meeting with Marion (Belas93) earlier this week. She was delightful to meet in person. I was going to send her this, but wanted to recognize you and all your support – so thought this would be fun for you to share with the group.


Matthew Vincent, Ph.D.

Director, Business Development

Advanced Cell Technology, Inc.

33 Locke Drive
Marlborough, MA 01752


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发表于 9-10-2013 01:40 PM | 显示全部楼层
manhattan913 发表于 11-3-2013 02:47 AM
I invested in this stock too. I bought in for .07 shares...Do you think this stock will be 爆槓 in t ...

Hi, how to invest OTC in Malayisa. Thanks
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发表于 9-10-2013 01:43 PM | 显示全部楼层
Hi, im interested in ACTC but  how to invest OTC market in Malayisa. Thanks
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 楼主| 发表于 10-10-2013 10:57 PM | 显示全部楼层
jcslho 发表于 9-10-2013 01:43 PM
Hi, im interested in ACTC but  how to invest OTC market in Malayisa. Thanks

Please check this thread titled "
马来西亚哪里开户口买卖美国香港股票??   
"
You can also check www.tdameritrade.com as I think even as a foreigner you can open account with them and the rate is flat $9.99 even for OTC stock with no limitation of number of shares and added fees. This is just guesses here, if you have profit when you sell, they will withold taxes from you to submit to US tax office. Please e-mail them to ask for details.
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 楼主| 发表于 30-10-2013 10:04 AM | 显示全部楼层
Company video, October 28, 2013, with transcripts :

http://www.youtube.com/watch?v=u ... ure=player_embedded

Gary: ACT is a truly amazing company. We're trying to recapitulate the infrastructure of the body by using
our cell therapies to recreate what was naturally there healthy in the first place.

Matt V: Stem cells are in the news more prevalently today because of the promise they hold in being able to cure diseases, especially degenerative diseases, and in some instances actually reverse the damage that has occurred to the body.

Ted: ACTC's mission statement is really focused on developing novel therapies from stem cell technologies and delivering them to patients.

Matt V: There is a tremendous sense of urgency here in finding ways to treat significant diseases. That urgency starts at the top. It starts with our Chief Scientific Officer, Dr. Robert Lanza. His enthusiasm
for the research that we do and and his hopes in terms of what impact we will have on patients some day permeates through all of the company; it's infectious.

Dr. Lanza: We have developed the technology where we can create embryonic stem cells without destroying the embryo. We can remove one cell without harming the embryo and turn that cell into embryonic stem cells and the remaining biopsied embryo is unharmed and continues to divide like a normal embryo. With the advent of pluripotent stem cells, we now have the opportunity to hopefully create virtually every cell type in the body.

Gary: We believe that ACT has THE premier team of developmental biologists in the world. They are able to take pluripotent stem cells and turn them into cells that are virtually identical to cells that are native to your body.

Dr. Lanza: We have a number of programs in the eye. The major program is the use of retinal pigment epithelium, or RPE, to treat retinal degenerative diseases. We have shown in animals that we can actually
attenuate visual loss using RPE cells that were generated from our pluripotent stem cells.

Matt V: ACT is a great collaboration between business and science. The science side develop amazing therapies; the business side helps guide those therapies to market, ultimately to the patient. The environment here is one that fosters true team work across all departments and models and the consequence is that each step that we take in our programs are very calculated and very deliberate. All you need to do is look at what we have accomplished as a small company.

Dr. Lanza: In 2012 we published the results of our first two patients in the Lancet. We showed that the cells had successfully engrafted. The first Stargardt's patient went from only being able to detect hand motion to counting fingers within the first week. By one month she was counting five letters in the Visual Acuity chart. A year or two later she is continuing to show improvement. In one patient, we actually saw an improvement from 20/400, which is legally blind, to 20/40.

Gary: The results that we have seen in the early human studies are very tantalizing.

Matt V: We have made bigger strides in the advancement of our clinical programs than most any other regenerative medicine company, as well as many of the largest pharmaceutical companies in the world. The cutting edge science that Dr. Lanza and his team are developing every day gives the company a tremendous advantage over the rest of the companies that are moving forward to get it to the patients.

Gary: We are leading the therapies into the clinic and in commercialization.

WE ARE GOING TO CHANGE THE LIVES OF MORE PEOPLE THAN HAVE EVER BEEN AFFECTED BY CHANGES IN MEDICINE HISTORY
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 楼主| 发表于 27-11-2013 11:36 PM | 显示全部楼层
Some videos to enjoy while we are counting our fingers waiting for the validation....LOL! Just be patient.

http://www.youtube.com/watch?fea ... d&v=Ph87QjuYW08

http://www.youtube.com/watch?fea ... d&v=S1vR0i5u0tQ

I wrote about these presentations before.

Ted Myles, new CFO of ACTC

Matt Vincent, VP of Business Development ACTC
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 楼主| 发表于 27-11-2013 11:42 PM | 显示全部楼层
Here is another video, indirectly related to ACTC, as the CEO who is the presenter, mentioned ACTC name also at the end.

When I said indirectly related, the points are below:

1) I like to point out to you that, as compared to ACTC trials, this type of procedure is very very invasive and complicated!!! The patient has to be in ICU a week before and after the trials.

2)It is very costly, as compared to the ACTC trials.

3)The potentials market, as view from the number of patients is only a fragment of ACTC target markets.

4)They are injecting million of cells vs ACT probably top at 150K cell.

ACTC has about 25 millions world wide AMD cases. ALS, estimated 120K new case world wide per year, thus 10 years 1.2 million. ACTC currently already 25 millions, with baby boomer aging and longer lifespan worldwide, the number will increase greatly on top of the current 25 millions, point is market is huge.

Thus, be patient!!!

http://www.youtube.com/watch?v=U ... yer_embedded#t=1279
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 楼主| 发表于 3-1-2014 01:48 AM | 显示全部楼层

This year will be interesting for shareholders. If you have not bought any front role seat ticket, get one. Check the last paragraph in the link.

http://www.nature.com/news/what-to-expect-in-2014-1.14448

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 楼主| 发表于 24-1-2014 11:01 PM | 显示全部楼层
Not much to write about, the company is going to a pretty stable mode, as we are waiting for data, data, data, it is all it matters.

The change of management will not make me worry as long as the on-going clinical  trials are not stopped by FDA, from an investment standpoint.

Just some links:

http://stemcellassays.com/2014/01/2014-expectations-industry/

http://www.ipscell.com/2014/01/b ... ll-technology-actc/



"In addition, rumors are now flying that this year ACT may receive the coveted “breakthrough status” for a product (its hESC-derived RPE product for macular degeneration) from the FDA."



This is what many of us suspecting and will be HUGE!!!!


http://www.fda.gov/regulatoryinf ... dasia/ucm341027.htm



Please note it is CBER ( B stands for Biologics ). We digged out that so far only one company awarded this CBER BT status amoung many applications from many companies. Which company got it and still stay silent....hmmmm....LOL. Again, please note that this is just rumors, please treat it as such FWIW. 本帖最后由 IpohMan69 于 24-1-2014 11:03 PM 编辑

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 楼主| 发表于 25-1-2014 12:00 PM | 显示全部楼层
ACTC is Hot Potato (controversial topic)....LOL, make sure you read the comments after the article also.

http://www.nature.com/news/stem-cell-company-in-crisis-1.14591
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 楼主| 发表于 20-3-2014 01:48 AM | 显示全部楼层
We are still pretty in stealth mode, again patient, patient.

Below just FYI, for those interested, copy and pasted from internet posted by an individual investor of ACTC. Take this as a grain of salt and make your own accessment.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Letter I sent to management and board of ACTC
This is a letter I sent to mgmt and the board, both via email, snail mail, and via ceocast and russo partners. My objective was to introduce myself in advance of next week's regen meeting, and also tell them they need to do better job of IR & PR in light of needing to raise financing. I did not lay out everything that investors want to know because company does need to keep certain things tight given we don't know the circumstances surrounding many things. I have left out my name and shares held.

************************************************** **********************************


March 19, 2014

To: Advanced Cell Technology, Inc. Senior Management and Board of Directors

Cc: Ted Myles, Robert Lanza, Eddy Anglade, Matthew Vincent, Michael Heffernan, Robert Langer, Zohar Loshitzer, Gregory Perry, Alan Shapiro

I currently own approximately X shares of Advanced Cell Technology, Inc. (ACTC). I believe I am one of the largest shareholders of the company. I continue buying shares with the goal of owning X% of the outstanding shares of the company. I am writing this letter in order to introduce myself and also share some thoughts and concerns. I am also an active contributor and participant in the InvestorStemCell community, which gives me insight to other shareholder's views as well.

My background is in investment management and finance. I have had a long and successful career in the industry. I worked for some of the largest investment management firms in the world and focused on a variety of industries including biotechnology. I am a long term deep value investor. Investing in a company like ACTC, which has no cashflow and hard asset value is very unique for me. Ironically, I firmly believe ACTC is the most attractive investment opportunity I have seen in my entire investing career. ACTC is at a very critical juncture in the company's history, and I believe there is great risk this year that the company does not execute properly.

Before I share my thoughts and concerns, I want to first commend the current Board of Directors (Board). I have been following the company for several years now and firmly believe the Board has done a great job at navigating through the tumultuous past and positioning the company where it is today. Although there is debate on this, I believe Gary Rabin played an important role and thankful for his efforts. The Board's decision to remove Gary was also a wise decision. I was also very happy to see Ted Myles and Eddy Anglade join the company. Obviously, it goes without say, Dr. Robert Lanza's contribution throughout these years has been invaluable.

ACTC is a young biotech company with a lot of forces not under its control. As an experienced investor in the biotechnology space, I understand that there will be delays, hurdles unforeseen, and other unexpected events. My biggest concern centers around the company's recent shift in investor relations and public relations. Investor relations & PR are directly under the company's control. It is obvious to everyone that the company has gone more silent regarding sharing information. This too is understandable in some ways, due to Gary's departure, fairly new senior hires (Ted and Eddy), sensitivity with information dissemination regarding trial results, past PR mishaps and all the other critical things going on in the company. However, I believe these are reasons to be MORE active in investor relations & PR, not LESS. I think all would agree that it is in every stakeholder's interest to have a strong, high stock price that more accurately reflects the great prospects of the company today, especially given the company is seeking and needing more permanent financing in the very near future.

Given the near term events and prospects of the company, the stock price should not be hovering in the 7 to 8 cents range. Certainly the company should not be expecting to raise significant capital at these levels. This would be a great injustice to the existing shareholders of the company. Along with the actual near term events and results, I think a better investor relations and public relations effort will help greatly with the steady upward climb of the stock price.

I would also like to share some disturbing news that I have heard through my contacts in the investment community. I would like to emphasize this is all hearsay and I do not know who is responsible specifically and the associated circumstances. Recently Tufts was bombarded with calls from people trying to figure out the status of the trials. Clearly there have been long investors that have been trying to get any kind of information, and taking matters into their own hands. I think this is ill-advised, detrimental to all involved, and not the right approach. Also, more disturbing is that there is apparently also a group of people (negative on the stock) that are actively trying to sabotage and undermine the company's efforts by trying to be disruptive on the clinical side. Both groups, long investors, and negative investors are probably taking similar actions with the company's other sites. I believe events like these could be eliminated or minimized if only ACTC was more forthright and current with information flow to its investors and investment community.

In the immediate near term, here are my specific recommendations on the investor relations and public relations front.

1. Announce the date for the fourth quarter earnings call

2. Announce the completion of the remaining two injections, which is a very important milestone

3. Provide guidance on when the TLD will be released even if it's approximate

4. Share thoughts on status of Dr. Lanza's employment contract

5. Any other information that the company can share regarding other events


I plan on attending the Alliance for Regenerative Medicine conference next week as a credentialed investor. I look forward to introducing myself and meeting everyone from the company attending.

Thank you for your time.


Sincerely,
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