banter and General Discussion, page-17338

Why the short interest?

Years of FDA pushback DESPITE efficacy------------------------------------------New Administration , new agenda, RFK pro cells.

Perception of weak financials, fund managers oblivious to US 160 million recent raise --------------risk of dilution/bankruptcy, gone.

Biotech landscape littered with failure, multi stem cell failures----------------------------------first in class product now commercialised

Trump-era market volatility, tariffs, stock market jitters, regulatory shakeups----------------------------------behind us. US origin avoids tariffs

Assumed Payer resistance---------------------------------Actually coming on board at speed plus mandatory Medicaid from July 1, this normally takes years.

Pricing per therapy---------------------------------------------------------------------------Hold my popcorn - triple low estimates, double highest estimates. Orphan and Biologic similar protection for a decade.

Ceo distrust- how do you argue here, Silviu said for years he had an approvable product that worked. Approval was not given and efficacy was questioned, this causes distrust in the CEO. It ain't his fault, same with sales. He was ready to sell- FDA post approval labelling requirements caused a three month delay- it ain't his fault. If he wasn't wrong on SRaGvHD does that mean he's not wrong on CHF and CLBP?

The market got excited and placed a 4 billion dollar value on the stock before a single sale- that ain't his fault either. That's emotional greed.

Shorters placing no value on Revascor-------------------------------------------beats me, maybe they don't read prestigious medical journals or know that the Type B meeting has probably just been held.

Institutional blind spots- no analysts cover this stock-----------------------------------------------------------------------not Aussie anyway

Shorters have made bank before, why not again? --------------------------------------------------------------------probably need to check why Eric Rose bought on market and what he used to do for a living. Or have a call with Philip Krause who the new FDA brass keep referencing in glowing terms.




I'm going to very surprised if Philip Krause does not turn up in the States in a very influential position, whether full time or as a consulting role.



But I look at things my way, I'm biased, the company is in it's strongest position in history.


Funding in place for stock production, adult trial, Revascor BLA, CLBP trial recruitment, sales force team and normal admin expenses.


Hell we can even retire all the debt. I like where our funds are flowing.




Anyhoo- my musings- I don't get the shorters position- entire market collapse? Watch for the AA meeting update with the FDA, they came to us remember.





Reg