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TOPIC: Second Q Conference Call- Guesses

Second Q Conference Call- Guesses 27 Jul 2015 20:59 #4881

  • franshei
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Any speculation?

My guesses are:

1. Expenses $ 25 M per year, so it should be about $ 6 plus M this Q.

2. " Cash coming in"- about $ 1 M from Japan or so (as before); $ 3 M from Barda; $ 1 M from Lorem (in April; about $ 3 to 4 for 12 months).

3. Financial hurdles that were "overcome": Olympus; Oxford.

4. OA studies- enrolment completed.

5. Scleroderma phase 3: update on initiation.

6. Japan Urinary indication: update.

7. EU clinicals: update.

I think OA and sport medicine applications can be grouped together and CYTX should be able to find a partner in the future.

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Second Q Conference Call- Guesses 28 Jul 2015 07:53 #4884

  • fas
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Yes-

Certainly the total R&D and GA&SE cost will be most interesting together with the cash / Accounts Receivable number which will allow a quick calc for how long they can go before having to tap the market.... :whistle:

From that perspective it is unlikely that Hedrick will be revealing the new application which he was considering, if he had the cash. Of course- that cash would have to come from Celective- and would be a sports application.

Of course- we will also have an interest in the total shares OS- fully diluted and not fully diluted, so we can have our quarterly puke... :puke: :puke: :grin:

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Second Q Conference Call- Guesses 28 Jul 2015 08:29 #4885

  • myownhedgefund
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How long does cash last and scleroderma and OA progress are pretty much all I care about.

Fas...I still build in additional dilution beyond "second close"

Also I thought it was mentioned more of a update on a mystery app in August vs deal. If we are talking Celactive, I'd rather have nothing.
As you said...it was dependent on cash.

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