Market Alert: RAY DIRKS Research update on Pluristem (PSTI) October 17, 2011
Posted on admin on October 17, 2011 // Leave Your Comment
As Stem Cell Therapies Move From Development Into Mass Manufacturing, Look To Pluristem Therapeutics As The Market Leader In Therapies and Manufacturing
By Ray Dirks
There is growing number of biotechs developing stem cell therapies. These therapies are at various stages of FDA approval. As stem cell therapies emerge into becoming a ‘Standard of Care’ in medical practice, the question becomes, how does this emerging industry meet the demand for these therapies via large scale manufacturing?
The standard, petri dish and tissue flask-based model that is currently being used, is now sufficient for clinical trials. However, this model of manufacturing will not be able to meet the need for trillions of cells once stem cell therapies become Standard of Care, or be able to be produced in sufficient quantities for commercial use.
In our view, Pluristem Therapeutics, ticker PSTI on the NASDAQ, is the only company that has the technology, patent position, and expertise to become the manufacturing leader. Aside from its manufacturing capabilities, Pluristem also has a growing roster of its own proprietary therapies in Phase I and II clinical trials. The combination of intellectual property in both manufacturing and it in its own therapeutics, position Pluristem as the market leader than can cut deals with other biotechs developing therapies in the stem cell space.
Pluristem recently announced it is expanding its manufacturing with a new state-of-the-art facility Israel. The company states this facility is expected to commence operations at the end of 2012 and is expected to have the capacity to produce cells for the treatment of over 150,000 patients annually. The company’s proprietary 3D manufacturing process can produce mass manufacturing of cells in a way that no other stem cell company can, thus making Pluristem the ideal manufacturing partner for other stem cell companies.
As an example of how this might work, investors may look to Pluristem’s first exclusive out-license agreement with United Therapeutics Corporation (Nasdaq:UTHR), for the use Pluristem’s PLacental eXpanded (PLX) cells to develop and commercialize a cell-based product for the treatment of Pulmonary Hypertension (PH). As stated by Pluristem management, this agreement demonstrates the potential of PLX cells to become the “engine” towards the development of many successful cell therapy products.
Pluristem is also a bargain with an approximate market cap of $100 million. In a his recent article on Seeking Alpha analyst Michael Morhamus recently commented on Pluristem’s manufacturing capabilities and wrote about a few other stem companies that have market caps at multiples of Pluristem, while Pluristem holds the patents on the manufacturing that these companies may need one day soon.
In the Seeking Alpha article, companies mentioned included Lonza AG (LZAGF.PK) with a $3.2 billion market cap and Mesoblast (MBLTY.PK) with a $2.7 billion market cap. The article states that Pluristem holds the exclusive patents and essentially has a monopoly on the expansion of stem cells in a three dimensional (3D) manner, no matter where these cells come from.
Further, Seeking Alpha proposes that Pluristem has come up with a way of protecting its IP position in expanding cells in a 3D method – bar coding. Pluristem is able to assay a competitor’s cell product and know if the cells in that product were grown in a 3D or 2D manner. This is very important for Pluristem if the 2D manufactures need to resort to 3D manufacturing to produce the necessary number of cells for their product in a cost effective way.
Pluristem is executing on multiple fronts in an industry that is emerging into a sort of ‘mass market’ for healthcare. Its modest market cap has a lot of room for growth, and that I believe this represents an enormous buying opportunity for Pluristm
For all of the reasons cited in the article above, RAY DIRKS Research strongly recommends the common shares of Pluristem Therapeutics (PSTI-NASDAQ) at its current price for Short Term, Intermediate Term, and Long Term Capital Appreciation.
Any reader of this article is encouraged to contact Ray Dirks by e-mailing him at rdirks@nyc.rr.com . Thank you
Disclosure:
The information contained in this Report contains forward-looking statements relating to the developments of the featured company’s products, services and future operating results or the future of the market. Statements contained in writing or in interviews are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected.
The words “believe,”, “expect,” “intend,” “anticipate,” variations of such words, and similar expressions identify forward-looking statements, but their absence does not mean that the statement is not forward-looking. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Factors that could affect performance include, but are not limited to, those factors that are discussed in each Company’s most recent reports and/or registration statements filed with the Securities and Exchange Commission. Visitors to this Internet Site are cautioned not to place undue reliance on these forward-looking statements. These statements have not been independently verified by the officers, directors or employees of Corporate Profile, LLC .com.
The information on this Internet Site has been submitted by journalists and analysts or provided by the companies contained herein or other sources believed to be reliable. Corporate Profile, LLC has not independently verified the information provided to it by third parties. Each individual should perform his or her own independent analysis before investing. The information contained herein is neither an offer nor a solicitation to buy any of the securities of the companies contained herein. Investing in securities is speculative and contains a high element of risk.
Market Alert: RAY DIRKS Research update on Pluristem (PSTI) October 17, 2011
Posted on admin on October 17, 2011 // Leave Your Comment
As Stem Cell Therapies Move From Development Into Mass Manufacturing, Look To Pluristem Therapeutics As The Market Leader In Therapies and Manufacturing
By Ray Dirks
There is growing number of biotechs developing stem cell therapies. These therapies are at various stages of FDA approval. As stem cell therapies emerge into becoming a ‘Standard of Care’ in medical practice, the question becomes, how does this emerging industry meet the demand for these therapies via large scale manufacturing?
The standard, petri dish and tissue flask-based model that is currently being used, is now sufficient for clinical trials. However, this model of manufacturing will not be able to meet the need for trillions of cells once stem cell therapies become Standard of Care, or be able to be produced in sufficient quantities for commercial use.
In our view, Pluristem Therapeutics, ticker PSTI on the NASDAQ, is the only company that has the technology, patent position, and expertise to become the manufacturing leader. Aside from its manufacturing capabilities, Pluristem also has a growing roster of its own proprietary therapies in Phase I and II clinical trials. The combination of intellectual property in both manufacturing and it in its own therapeutics, position Pluristem as the market leader than can cut deals with other biotechs developing therapies in the stem cell space.
Pluristem recently announced it is expanding its manufacturing with a new state-of-the-art facility Israel. The company states this facility is expected to commence operations at the end of 2012 and is expected to have the capacity to produce cells for the treatment of over 150,000 patients annually. The company’s proprietary 3D manufacturing process can produce mass manufacturing of cells in a way that no other stem cell company can, thus making Pluristem the ideal manufacturing partner for other stem cell companies.
As an example of how this might work, investors may look to Pluristem’s first exclusive out-license agreement with United Therapeutics Corporation (Nasdaq:UTHR), for the use Pluristem’s PLacental eXpanded (PLX) cells to develop and commercialize a cell-based product for the treatment of Pulmonary Hypertension (PH). As stated by Pluristem management, this agreement demonstrates the potential of PLX cells to become the “engine” towards the development of many successful cell therapy products.
Pluristem is also a bargain with an approximate market cap of $100 million. In a his recent article on Seeking Alpha analyst Michael Morhamus recently commented on Pluristem’s manufacturing capabilities and wrote about a few other stem companies that have market caps at multiples of Pluristem, while Pluristem holds the patents on the manufacturing that these companies may need one day soon.
In the Seeking Alpha article, companies mentioned included Lonza AG (LZAGF.PK) with a $3.2 billion market cap and Mesoblast (MBLTY.PK) with a $2.7 billion market cap. The article states that Pluristem holds the exclusive patents and essentially has a monopoly on the expansion of stem cells in a three dimensional (3D) manner, no matter where these cells come from.
Further, Seeking Alpha proposes that Pluristem has come up with a way of protecting its IP position in expanding cells in a 3D method – bar coding. Pluristem is able to assay a competitor’s cell product and know if the cells in that product were grown in a 3D or 2D manner. This is very important for Pluristem if the 2D manufactures need to resort to 3D manufacturing to produce the necessary number of cells for their product in a cost effective way.
Pluristem is executing on multiple fronts in an industry that is emerging into a sort of ‘mass market’ for healthcare. Its modest market cap has a lot of room for growth, and that I believe this represents an enormous buying opportunity for Pluristm
For all of the reasons cited in the article above, RAY DIRKS Research strongly recommends the common shares of Pluristem Therapeutics (PSTI-NASDAQ) at its current price for Short Term, Intermediate Term, and Long Term Capital Appreciation.
Any reader of this article is encouraged to contact Ray Dirks by e-mailing him at rdirks@nyc.rr.com . Thank you
Disclosure:
The information contained in this Report contains forward-looking statements relating to the developments of the featured company’s products, services and future operating results or the future of the market. Statements contained in writing or in interviews are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected.
The words “believe,”, “expect,” “intend,” “anticipate,” variations of such words, and similar expressions identify forward-looking statements, but their absence does not mean that the statement is not forward-looking. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Factors that could affect performance include, but are not limited to, those factors that are discussed in each Company’s most recent reports and/or registration statements filed with the Securities and Exchange Commission. Visitors to this Internet Site are cautioned not to place undue reliance on these forward-looking statements. These statements have not been independently verified by the officers, directors or employees of Corporate Profile, LLC .com.
The information on this Internet Site has been submitted by journalists and analysts or provided by the companies contained herein or other sources believed to be reliable. Corporate Profile, LLC has not independently verified the information provided to it by third parties. Each individual should perform his or her own independent analysis before investing. The information contained herein is neither an offer nor a solicitation to buy any of the securities of the companies contained herein. Investing in securities is speculative and contains a high element of risk.