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From Smallcap Stockpicking Canada(start) Yesterday's Sernova news - a hint with the fence post? What are Sernova's competitors up to? Shortcut to the NASDAQ? 1) I had already commented on Sigilon recently. Sigilon's capsules are becoming fibrotic and may need to be redesigned. This will set Sigilon way back. From what I understand, the capsules that are introduced into the abdominal cavity sink to the bottom of the abdominal cavity and are in a fluid and anoxic (oxygen-free) environment. Anything that is introduced there becomes fibrous. The analysts at Canaccord now seem to have begun to understand the latest news. The Sigilon price target was lowered again on Nov. 30. This time from 23.00 USD to 12.00 USD. 2) Vertex results are more illusory than real, but at least made it to the front page of the New York Times. The patient's HbA1c level dropped only one point (source: https://investors.vrtx.com/news-releases/news-release-details/vertex-announces-positive-day-90-data-first-patient-phase-12). One Sernova patient's HbA1c dropped from 12 to 7, which is phenomenal. 3) The Viacyte data are almost impossible to understand (www.sciencedaily.com/releases/2021/12/211202113432.htm). On one hand, they say that some patients' conditions improved, but on the other hand, they say that there is no clinical benefit and few patients survived. They don't give any numbers on the change in HbA1c or anything else that could be quantitatively measured. Also, it took a very long time for the cells to mature - a whopping 26 weeks. These patients have been on immunosuppression for a very long time, which has done nothing for them. And a 12 percent drop in insulin levels is also much ado about nothing. Bottom line: Sernova has the only technology in the world in this area that works and is proven. It's just that Sernova doesn't rattle enough, but rattling is part of the trade - meaning Sernova needs to aggressively go public and report its successes. Françoise Carlotti of Leiden University Medical Center said, "An ideal future scenario would be the widespread availability of a safe and effective stem cell-based islet replacement therapy without immunosuppressants or invasive, high-risk transplant procedures." That's exactly what Sernova is working on, and it's light years ahead of the competition. We are at the dawn of a new era in the clinical application of innovative stem cell-based islet replacement therapy for the treatment of diabetes. Anyone who is still wondering when big pharma companies will finally sign deals with Sernova, or who thinks that licensing deals won't come until 2023, hasn't understood yesterday's hint with the fence post: WE ARE IN THE DEAL ZONE. https://ceo.ca/@thenewswire/sernova-announces-appointment-of-executive-chair-to Who is Frank Holler? Frank Holler was behind three Canadian biotech success stories, all of which led to billion-dollar stock market valuations. He co-founded Angiotech, was at ID Biomedical (which was sold to GSK in 2007 for $1.6 billion), and most recently at Xenon Pharma (NASDAQ: XENE / market value: $1.3 billion). Today's news strongly suggests that he is expanding his existing role at Sernova to drive negotiations and extract the best deals. Next, he'll help push Sernova over the $1 billion threshold (currently $268.5 million). NASDAQ Listing Shortcut Sigilon is sitting on $140 million in cash as of the end of September, while Sigilon's market value has since fallen to $101 million. So the stock is trading below cash. After the next Big News at Sernova and in the wake of a rising stock market value, the acquisition of Sigilon could become very interesting for Sernova. Both companies are advised by Canaccord, by the way... Sernova (TSXV: SVA) - Rating: BUY until 1.50 CAD = 1.03 Euro / Target price until end of March 2022: 5.00 CAD / 2nd target price 10.00 CAD until end of September 2022. In the medium term, I see a price of 42.16 CAD (End) |
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Msg # | Subject | Author | Recs | Date Posted |
1799 | Re: From Smallcap Stockpicking Canada - Thank You "firemagi" | jwallisca | 3 | 12/3/2021 5:35:27 PM |