CRYO American CryoStem Corp Continues, but is it time to SELL?

CRYO

 

cryoOTC:CRYO (American CryoStem Corporation), based in Eatontown, NJ, with partner laboratories in the U.S., Japan and China, is a firm engaged in developing, bringing to market, standardizing and licensing technologies, materials and services geared at adipose tissue (aka body fat) regenerative and personalized medicine. In this capacity, CRYO is focused on research, analysis, transfer, storage, sterilization, viability and other services in the over-arching adipose tissues field. They also claim to have a strategic portfolio of intellectual property (IP) which they say will support their pipeline of stem cell and applications and biologic products. CRYO was founded in 2008.

There’s been a spike in recent activity on CRYO and we’ll look at the short- and long-term implications as well as try to figure out what’s actually behind the sudden upward trendline.

In 2016 CRYO appointed a Nobel Prize nominee and stem cell expert Vincent C. Giampapa, M.D. to its medical and scientific advisory board. Mr. Giampapa was nominated for the prize for his stem cell work in epigenetics, or the study of human cell function with the goal of aging better. More recently CRYO filed for patent protection for its premier growth medium, ACSelerate MAX™, in Europe, China, Hong Kong, Japan, Mexico, Thailand, Israel, Russia, India, Australia/New Zealand, Brazil, Canada, and Saudi Arabia. This product is a growth medium for stem cells. They also announced the plan to continue to expand the licensing model that the developed for ACSelerateMAX™ and apply it to their entire family of 14 growth and differentiation mediums as well as its transportation and cryopreservation mediums many of which are patented and others in the patent process internationally.

cryoSo long story short, this company is in the business of stem cell treatments and therapies. What does that mean and how does it compare to their peers? Well, they just released their 2017 Q3 earnings report and from what we can see, most indicators fare pretty well for the future. In summary, revenues are up slightly, YOY revenue growth is about 173%, earnings are positive for the first time in several cycles as is net margin.

Their peers include Brainstorm Cell Therapeutics, Inc. (BCLI), Verastem, Inc. (VSTM), Arrowhead Pharmaceuticals, Inc. (ARWR), Fate Therapeutics, Inc. (FATE) and Caladrius Biosciences, Inc. (CLBS) and all have reported for the same Q3 period. All told, CRYO appears to be in good shape compared to its peers (all information is available to the public) and is holding onto its market share. It doesn’t look like CRYO has sacrificed working capital for gross margins, which also improved, and indicates balance sheet solidity and good decision making by corporate governance.

So, where does it stand and where is it going? For much of the last year it has hovered between a low of $0.20 and $0.54 in June of 2017. At that point it began a takeoff and in August fluctuated between $0.53 and $0.75 before spiking to $1.10 twice in the past 2-week period through a 75% increase in trading volume. As of now, it rests at $1.00. We truly think that anything is possible with this one and most indicators are positive for the short and mid-term value of this stock. It appears to be slightly undervalued and the market has noticed. A year ago they retained an investor relations partner and that may be paying off in more than one ways.

Keep an eye on this one. Even though it’s near its all-time high, we think that bodes even better for the future.

Here’s Who Picked Edge Therapeutics Inc. (NASDAQ:EDGE) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Edge Therapeutics Inc. (NASDAQ:EDGE) reported that Satter Muneer A. has picked up 1,800,000 of common stock as of 2017-04-25.

The acquisition brings the aggregate amount owned by Satter Muneer A. to a total of 1,800,000 representing less than 5.8% stake in the company.

For those not familiar with the company, Edge Therapeutics, Inc. is a clinical-stage biotechnology company that discovers, develops and seeks to commercialize hospital-based therapies capable of transforming treatment paradigms in the management of acute, life-threatening critical care conditions. The Company’s initial product candidates target rare, acute, life-threatening neurological and other conditions. The Company’s product candidates utilize its programmable, biodegradable polymer-based development platform (the Precisa Platform), a delivery mechanism that seeks to enable targeted and sustained drug exposure and avoid the dose-limiting side effects associated with the current standards of care. The Company’s product candidates include EG-1962 and EG-1964. EG-1962 is a polymer-based microsphere containing nimodipine suspended in a diluent of sodium hyaluronate was developed using its Precisa development platform to improve patient outcomes following aneurysmal subarachnoid hemorrhage (aSAH).

A glance at Edge Therapeutics Inc. (NASDAQ:EDGE)’s key stats reveals a current market capitalization of 341.17 Million based on 30.81 Million shares outstanding and a price at last close of $10.35 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2017-03-06, Loughlin picked up 3,000 at a purchase price of $9.24. This brings their total holding to 6,000 as of the date of the filing.

On the sell side, the most recent transaction saw Leuthner unload 1,500 shares at a sale price of 9.52. This brings their total holding to 245,479.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Edge Therapeutics Inc. (NASDAQ:EDGE) as things move forward to see if its progress aligns with these transactions.

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Guess Who Just Picked Up Tocagen Inc. (NASDAQ:TOCA) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Tocagen Inc. (NASDAQ:TOCA) reported that Biotechnology Value Fund L P has picked up 846,742 of common stock as of 2017-04-21.

The acquisition brings the aggregate amount owned by Biotechnology Value Fund L P to a total of 846,742 representing less than 4.6% stake in the company.

For those not familiar with the company, Tocagen Inc., (Tocagen) is a clinical-stage, cancer-selective gene therapy company. The Company is focused on developing product candidates designed to activate a patient’s immune system against their own cancer. Its cancer-selective gene therapy platform is built on retroviral replicating vectors (RRVs), which are designed to selectively deliver therapeutic genes into the deoxyribonucleic acid (DNA) of cancer cells. Its lead product candidates are vocimagene amiretrorepvec (Toca 511) and flucytosine extended release (Toca FC). Toca 511 is an investigational injectable retroviral replicating vector (RRV) that encodes a prodrug activator enzyme, cytosine deaminase (CD). Toca FC is an investigational extended-release version of 5-fluorocytosine (5-FC), a prodrug that is inactive as an anti-cancer drug. As of February, 2017, Tocagen has completed enrollment of the Phase II portion with 187 patients.

A glance at Tocagen Inc. (NASDAQ:TOCA)’s key stats reveals a current market capitalization of 221.36 Million based on 18.50 Million shares outstanding and a price at last close of $13.27 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2017-04-19 Das picked up 2,500 at a purchase price of $10.00. This brings their total holding to 2,500 as of the date of the filing.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Tocagen Inc. (NASDAQ:TOCA) as things move forward to see if its progress aligns with these transactions.

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Here’s Who Just Picked Up Taiwan Fund Inc. (NYSE:TWN) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Taiwan Fund Inc. (NYSE:TWN) reported that City Of London Investment Group Plc. has picked up 3,481,208 of common stock as of 2017-04-21.

The acquisition brings the aggregate amount owned by City Of London Investment Group Plc. to a total of 3,481,208 representing less than 42.4% stake in the company.

For those not familiar with the company, The Taiwan Fund, Inc. is a diversified, closed-end management investment company. The Fund’s investment objective is to seek long-term capital appreciation through investment primarily in equity securities listed on the Taiwan Stock Exchange (TSE) in the Republic of China (ROC). The Fund invests in various sectors, including biotechnology and medical care; building material and construction; cement; chemical; communications and Internet; computer and peripheral equipment; electric and machinery; electronic parts and components; financial and insurance; foods; oil, gas and electricity; optoelectronic; plastics; semiconductor; shipping and transportation; textiles, and trading and consumers’ goods. The Fund’s investment advisor is JF International Management Inc.

A glance at Taiwan Fund Inc. (NYSE:TWN)’s key stats reveals a current market capitalization of 318.27 Million based on 8.22 Million shares outstanding and a price at last close of $18.27 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2010-09-29 Skinner picked up 4,900 at a purchase price of $16.50. This brings their total holding to 4,900 as of the date of the filing.

On the sell side, the most recent transaction saw Skinner unload 4,900 shares at a sale price of $17.09. This brings their total holding to 0.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Taiwan Fund Inc. (NYSE:TWN) as things move forward to see if its progress aligns with these transactions.

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Guess Who Picked Up Calithera Biosciences Inc. (NASDAQ:CALA) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Calithera Biosciences Inc. (NASDAQ:CALA) reported that Viking Global has picked up 1,607,936 of common stock as of 2017-02-21.

The acquisition brings the aggregate amount owned by Viking Global to a total of 1,607,936 representing a 7.8% stake in the company.

For those not familiar with the company, Calithera Biosciences, Inc. is a clinical-stage pharmaceutical company. The Company focuses on discovering and developing small molecule drugs directed against tumor and immune cell targets that control key metabolic pathways in the tumor microenvironment. It is engaged in developing agents that take advantage of the metabolic requirements of tumor cells and cancer-fighting immune cells, such as cytotoxic T-cells. Its lead product candidate, CB-839, is a critical enzyme in tumor cells. Its other product candidate, CB-1158, which is an enzyme that depletes the amino acid arginine, a key metabolic nutrient for T-cells. Its lead preclinical program in tumor immunology is directed at developing inhibitors of the enzyme arginase and may provide a therapeutic agent for the target. CB-839 is a selective, reversible and orally bioavailable inhibitor of human glutaminase. Hexokinase is an enzyme in the pathway that allows cancer cells to convert glucose to energy to fuel cancer cell growth.

A glance at Calithera Biosciences Inc. (NASDAQ:CALA)’s key stats reveals a current market capitalization of 201.87 million based on 21.82 million shares outstanding and a price at last close of $9.00 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2016-11-16, Adage picked up 500,000 at a purchase price of $3.15. This brings their total holding to 3,635,069 as of the date of the filing.

On the sell side, the most recent transaction saw Hecht unload 970 shares at a sale price of $6.58. This brings their total holding to 8,625.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Calithera Biosciences Inc. (NASDAQ:CALA) as things move forward to see if its progress aligns with these transactions.

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Federated Investors Inc. Picked Up Contrafect Corp. (NASDAQ:CFRX) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Contrafect Corp (NASDAQ:CFRX) reported that Federated Investors Inc /pa/ has picked up 4,000,000 of common stock as of 2017-02-14.

The acquisition brings the aggregate amount owned by Federated Investors Inc /pa/ to a total of 4,000,000 representing a 9.18% stake in the company.

For those not familiar with the company, Contrafect Corp (NASDAQ:CFRX) is a biotechnology company focused on developing treatments for drug resistant, life-threatening infectious diseases. Their lysin and monoclonal antibody products represent new approaches to treating infections.

A glance at Contrafect Corp. (NASDAQ:CFRX)’s key stats reveals a current market capitalization of 70.68 million based on 41.58 million shares outstanding and a price at last close of $1.71 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2016-07-27, Keizer picked up 20,000 at a purchase price of $2.48. This brings their total holding to 20,000 as of the date of the filing.

On the sell side, the most recent transaction saw Couto unload 2,872 shares at a sale price of $3.81. This brings their total holding to 0.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Contrafect Corp. (NASDAQ:CFRX) as things move forward to see if its progress aligns with these transactions.

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Cesca Therapeutics Inc. (NASDAQ:KOOL) is Attracting Smart Money

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Cesca Therapeutics Inc. (NASDAQ:KOOL) reported that Haefling Carl. has picked up 454,400 of common stock as of 2017-02-09.

The acquisition brings the aggregate amount owned by Haefling Carl. to a total of 454,400 representing a 4.6% stake in the company.

For those not familiar with the company, Cesca Therapeutics Inc. is clinical-stage biotechnology company. The Company develops and markets integrated cellular therapies and delivery systems. The Company is engaged in developing and manufacturing of automated blood and bone marrow processing systems that enable the separation, processing and preservation of cell and tissue therapy products. The Company focuses on the business of research, development and commercialization of autologous cell-based therapeutics for use in the regenerative medicine industry. The Company’s therapeutic development initiatives focuses on the fields of cardiovascular medicine and orthopedic regeneration. The Company offers a range of products, such as SurgWerks System, CellWerks System, AutoXpress System (AXP), MarrowXpress System (MXP), BioArchive System, and manual bag sets for use in the processing and cryogenic storage of cord blood.

A glance at Cesca Therapeutics Inc. (NASDAQ:KOOL)’s key stats reveals a current market capitalization of 28.53 million based on 9.79 million shares outstanding and a price at last close of $2.93 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2016-12-26, Boyalife picked up 6,102,942 at a purchase price of $2.52. This brings their total holding to 6,838,237 as of the date of the filing.

On the sell side, the most recent transaction saw Harris unload 2,200 shares at a sale price of $0.60. This brings their total holding to 4,490,410.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Cesca Therapeutics Inc. (NASDAQ:KOOL) as things move forward to see if its progress aligns with these transactions.

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