Medgenics Share Discussion Threads

[pdt] 18/3/2012 15:57

Nice Article;

[jammytass] 07/3/2012 06:10

down only1% after no news partnership or a mbo on the cards

[count chris] 06/3/2012 22:20

Can't see it disappearing when the tech looks so close to commercialisation and they're in a sector that's flavour the month.

[sicilian_kan] 06/3/2012 16:21

No substantive news in the finals. Cash through Q2 12. So fundraising, deal or bust.

[thedickster] 15/2/2012 15:30

See below, MMs dropping price to get hold of some, just in case i guess! LOL
Could be encouraging sign, why present if you have bog all to say ? Or maybe that's not the way these conf work....................



TIDMMEDG

Medgenics Inc

15 February 2012


Press Release 15 February 2012

Medgenics, Inc.

(the "Company")

Medgenics To Present At LHA Life Sciences & Medical Technologies Virtual Conference

Medgenics, Inc. (NYSE Amex: MDGN and AIM: MEDU, MEDG), the developer of a novel technology for the sustained production and delivery of therapeutic proteins in patients using their own tissue, today announced that Andrew L. Pearlman, Ph.D., President and Chief Executive Officer of Medgenics, will present to investors as part of the LHA Life Sciences & Medical Technologies Virtual Conference on Thursday, February 16, 2012, at 11:00 a.m. Eastern time.

The webcast of the Medgenics presentation will be accessible live and for 30 days at www.medgenics.com or at the PrecisionIR event site at



This virtual conference event includes 30-minute presentations with accompanying slides from eight industry leaders, and begins at 9:00 a.m. Eastern time.

[count chris] 08/2/2012 21:53

That article really gets around

[count chris] 08/2/2012 21:33

Thanks s_k hope your right as the potential of the technology seems massive.

[jammytass] 08/2/2012 17:53

moving up again in usa

[sicilian_kan] 07/2/2012 21:24

I don't think it fell by the wayside. It is clear from the RNS in October that the relationship continued:

"The Company confirms that it is in active discussions with Baxter regarding the terms for possible further collaboration.

The Company will provide a further update with regard to the outcome of such discussions as soon as it is able to do so."

My view is as follows:

1) Medgenics had to do confirmatory studies under the previous deal (which was an extension to an extension with gaps in between as well without any extension).

2) This means that they had to prove that they could repeat the results that were good enough preclinical to have a likely clinical effect.

3) Medgenics could not repeat the preclinical results but got close enough to warrant further work.

4) The Baxter deal had been extended so often, it was a bit embarrassing to both. You pay, no we pay, no now you pay etc. Exclusivity options that expired but both parties carried on working exclusively anyway.

5) Therefore, the renewal of the contract didn't matter. Medgenics would pay for the new work to get that last bit required to show that the preclinical results were good enough. Baxter and Medgenics could sign an agreement when they did. Given that Baxter retained an interest in the joint work in any event, even if no contract was signed, it was in Medgenics' interest to negotiate with them anyway, particularly given their expertise in the area.

All this is as good as it gets without meeting the target required.

So where are we now?

In my opinion, either (a) the Baxter deal is ready, or (b) an EPODURE deal is ready, or (c) a fund raising is underway and this needs publicity / pumping the share price / getting people aware of the stock to show investors it is exciting, that there is interest in the stock and that the price will move even on slight news.

My hunch is (c). I think this is a pump pre placing. I may well be wrong. There may be a deal ready now. But as stated before there is no need for this news pump (it was quite trashy that video) of stale news, unless there was a fundraising underway. Real news of a deal will out and would render such publicity unnecessary. E.g. $20m with Baxter on signing a deal with $500m milestones and %xx royalty.

That is just my view and I would be delighted to be proved wrong.

[count chris] 07/2/2012 21:01

Another two or three days like today and I might actually break even! I'm certainly not thinking of buying again until we get some indication that at least one product is ready for market. I'd be interested to know how people read the Baxter deal as it seems to have fallen at the very last hurdle which could suggest the product isn't yet ready for market or maybe worse - or are they just arguing about how the money gets split?

[sicilian_kan] 07/2/2012 18:36

we'll see. It would be great if it was.

[jammytass] 07/2/2012 17:35

if there was fund raising the share price would fall ie no partners

but the share price is on the up >>> baxter deal?!!!

[sicilian_kan] 07/2/2012 16:42

I really don't mean to sound negative here, but the whole news story (now repeated on Proactive) can only mean fundraising to me. If they had good news on partnering, they would just release it wouldn't they? The media machine is now getting the public excited by facts we are all already aware of to raise the stock price, so it looks exciting to people who will put the real money into the placing, is it not?

[sicilian_kan] 07/2/2012 16:39

Yes, it was as high as $6/share at one point yesterday.

[jammytass] 07/2/2012 16:38

last night the us stock was up- 60% fell back in late trading

[sicilian_kan] 07/2/2012 16:35

US stock now down to $4.3 - $4.4 spread.

[thedickster] 07/2/2012 14:47

ROTFLOL, her right hand, where is it? Middle finger up his jacksie? Or tugging him?

[sicilian_kan] 07/2/2012 11:17

As strong as this company's prospects are once funded, isn't it amazing that more people invest in MEDG on the back of trashy video interviews and pumped articles than reading about the fundamentals of the company and doing personal research / frequenting BBs etc.

[sicilian_kan] 07/2/2012 10:39

Missed the link. Now added.

[sicilian_kan] 07/2/2012 10:38

This one's even funnier. Know nothing about the company but it's worth looking at for sheer uncomfort.

[sicilian_kan] 07/2/2012 10:35

He lingers too long just before the end looking at her, lol. Easily done but funny nonetheless.

They didn't get her for her business acumen did they.

[thedickster] 07/2/2012 10:31

LOL, that is some blonde !!

[sicilian_kan] 07/2/2012 08:20

No surprise it is going up today in a copycat way. But I note the following:

1. At end Sept 2011, they had $7.5m, having made a 3 month loss before then of $3.4m.

2. Assuming a similar cash burn of $1.1m / month, then Medgenics should now have $2.8m in cash.

3. This is 2.5 months of cash left before they go bust.

Now, does anyone wonder why the ramp machine has started?

Fine, buy in on the spike if you wish, but you must be aware that either:

a) a Deal must be struck with big Pharma in the next few weeks. But I think this unlikely, because:

- any big Pharma would screw Medgenics if they knew how little cash they had left. Medgenics need to fund themselves to be in a strong negotiating position.

- the Baxter deal was not formally extended like it was previously; or

b) there will be large dilution and even more warrants being issued.

Personally, I'm not prepared to take the chance. I never buy in before funding is likely to be required. My hunch is that a placing and warrants will be the likely outcome first and that later this year there will be some deals.

[sicilian_kan] 06/2/2012 23:32

It's definitely in response to the ramp and not imminent news. On www.cpreports.com they have an interview too with Andy Pearlman and a blonde, also now viewable at: