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What other tech stock to consider?
- Thread starter Sanny
- Start date
I'll wait for the PPM, but it seems like this company has been working on a shoestring, just based on the fact that they received an Orphan Drug Designation in 2012, only a phase IIa in 2018, and have yet to finish a phase IIb. Also, they don't show any executives, just a founder and board members. The big question with all these companies is efficacy. Without an FDA cleared phase III trial, it is only sugar water (at least in the eyes of most of the medical community).
What stage are their drug trials?
Your long lists of potential uses makes it seem more along the lines of pseudo science.
How much have you privately placed with them?
Are you still the moderator for this forum? The reason I ask is that I'm surprised this Emeramide post has been left up. Don't get me wrong, I am fine with it. It's just that I posted something similar (actually, it was a much shorter post) and it got taken down within hours due to a non-solicitation guideline. That company (CureMatch) is in an even better position than it was a couple of months ago when I made my post since their mgmt team has been busy!
I actually think that we should create a new thread, which would be kinda of an off-shoot from this thread, for "Private Company Investments" where people could discuss all non-SpaceX investment deals, status, etc. This thread has been good for public stock market tips and the like. Or maybe we should just talk about these things in this thread.
Thoughts?
Not sure how cogent I can be, since I'm not a biochemist. But here is what I have picked up from Dr Haley's lectures:
Experimental results with animals and humans show Emeramide does not deplete essential nutrient metals (iron, copper, zinc) in the subjects. These redox (oxidation-reduction) metals are mostly bound to proteins in a healthy body. When iron becomes unbound ("free"), such as when a virus breaks it loose from hemoglobin to replicate itself, the free iron wreaks havoc by catalytically generating large amounts of hydroxyl free radicals via the Fenton reaction. So a healthy body minimizes free iron.
How does Emeramide chelate free iron but not protein-bound iron? I don't know the mechanism, but I know that sulfur is the element the body uses to bind metals (glutathione has one sulfur atom). Maybe Emeramide, like glutathione, does not have high enough affinity for metals to tear them off other sulfur bonds in the body in significant quantity. Regardless of the mechanism, the experimental fact is it does not.
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The executives are described in the PPM. There are a few besides Dr Haley.
As explained in the PPM, FDA has agreed to approve Emeramide based on animal studies, manufacturing and stability tests, and limited human trials, without a large Phase 3 trial. This is apparently because of the drug's extreme safety. FDA told Dr Haley in a meeting: "We know it is safe."
The current stage of trials is explained in the PPM.
Check Dr Haley's curriculum vitae before you accuse him of pseudoscience.
Why do you need to know my investment amount?
I don't know, which is why I'm asking the moderator. As I said, I have no problem with your post, and in fact I've asked for the PPM.
I neither know nor care to look back to see if it was I or another Mod who deleted @Cosmacelf‘s post, but I absolutely acknowledge there is a significant problem in determining the line between solicitation and promotion, as follows:
”Here’s an upcoming IPO that is appealing to me because of X, Y and Z. I attest that I have no prior interest in the success of the IPO.” This post is promoting the stock but is not soliciting, unless the poster is lying.
”Here’s a stock that I think is terrific, but I’m not going to tell you that not only do I own 4.99% of it, but its CEO is my brother-in-law.” Lots of four-letter words apply to you, jack-o. Solicitation of the worst order.
“Here’s a stock I think has promise because of X, Y and Z, although I have to tell you it has done zippidy-doo-da in my portfolio since I first invested 99 years ago.” This post acknowledges the the poster Is not a disinterested party, but he’s willing to put his credit on the line by telling that he owns it and thinks you should, too.
I have been careful to acknowledge every one of the very few names I have mentioned in this thread if I already own some of it, and I think not only is that a very good idea but I am considering making it mandatory. That won’t stop a cheat, but all must remain vigilant in their own due diligence, understanding that no one here has a fiduciary obligation to any others in this thread, and so forth.
”Here’s an upcoming IPO that is appealing to me because of X, Y and Z. I attest that I have no prior interest in the success of the IPO.” This post is promoting the stock but is not soliciting, unless the poster is lying.
”Here’s a stock that I think is terrific, but I’m not going to tell you that not only do I own 4.99% of it, but its CEO is my brother-in-law.” Lots of four-letter words apply to you, jack-o. Solicitation of the worst order.
“Here’s a stock I think has promise because of X, Y and Z, although I have to tell you it has done zippidy-doo-da in my portfolio since I first invested 99 years ago.” This post acknowledges the the poster Is not a disinterested party, but he’s willing to put his credit on the line by telling that he owns it and thinks you should, too.
I have been careful to acknowledge every one of the very few names I have mentioned in this thread if I already own some of it, and I think not only is that a very good idea but I am considering making it mandatory. That won’t stop a cheat, but all must remain vigilant in their own due diligence, understanding that no one here has a fiduciary obligation to any others in this thread, and so forth.
Fair enough. But since there is a dangling assumption that my post might have violated any of these red lines, I'd like to clear my name.
For CureMatch (Precision Medicine Allows Us to Rank Matched Cancer Treatment Options), I invested in it about 3 years ago in a convertible debt round - it has now been converted into series A stock and I currently own around 3.5% of the company. I went on the board a bit less than a year ago, and have received no board or other compensation. Like all board members, I help the company find other potential investors and have received zero compensation for finding the ones that I have found so far. The rest of the board may in the future throw me some options or warrants if I find a lot of investors, but I won't accept any cash payment. More likely, I'll invest more to finish off a round or something. None of my relatives work at the company or are involved in it in any way.
In a nutshell, CureMatch dramatically improves most cancer patient outcomes through genomics. The core technology was licensed from UCSD, and that older technology has been proven to dramatically improve cancer patient outcomes, typically 50% improvement (Real-world data from a molecular tumor board demonstrates improved outcomes with a precision N-of-One strategy).
CureMatch's algorithm ingests the output of a cancer patient's tumor genetic analysis, understands the genetic aberrations that are causing the tumor (there are usually several, up to eight or nine anomalies), and then uses a constantly updated expert system based AI to recommend a two or three drug cocktail that will have the best result against the unique genetic aberrations. There are over 400 FDA drugs that target various genetic aberrations, so knowing which combination is the best based on complex genetic analysis is a very hard problem, hence CureMatch.
While we are finishing up a $2M - $5M series A right now, we have been working since last November towards getting the company listed on the London AIM exchange for later this year (probably 4Q). London AIM has large group of institutional life sciences savvy investors, and is almost like a training wheels version of a public market. Reporting only happens every 6 months, there are zero shareholder strike suits, and the market is sleepy meaning no wild shareholder price swings. If the company keeps doing what it's doing, a NASDAQ IPO in a couple of years is a possibility.
Here's a quick three minute video explaining it:
And for those that are driving in a car for 45 minutes, here I am moderating a discussion/Q&A session with the company's founder, Dr. Razelle Kurzrock that I did for a local community newspaper that I also edit:
PM me with any questions if you're interested in investing.
Where is the company headquarters? I tried searching the info online but it only has a church like building that shows as an accounting firm.
name a us fda approved drug without studies?
why private placement for such a miracle? Shouldn’t spac or ipo money jump head over heals for such a thing?
im not accusing anyone of pseudoscience, just sharing my opinion of the claims.
what are there sales figures now?
does the PPM explain why the company HQ is in Ireland and not Kentucky? Wouldn’t KY be a better place to run things from?
1) I recommend reading the PPM.
2) Emeramide is not without studies, as I clearly said and the PPM explains.
3) Why didn't Elon start Tesla, SpaceX, Boring Co and Neurolink with a SPAC or IPO?
4) I recommend educating your opinions before sharing them.
5) There are no sales now, since the drug is not yet approved except for compassionate use, and EmeraMed is not allowed to charge for compassionate use. As explained in the PPM, when Emeramide was available as a dietary supplement (for a year and a half), it sold to roughly 1000 doctors and dentists and grossed several million dollars with gross margin over 85%. Drug pricing will likely be higher, although Dr Haley wants to keep the price reasonable so many people can benefit from the drug.
The PPM explains that the company "is a corporation organised under the laws of the Republic of Ireland, with subsidiaries in the United States, Ireland, and Sweden."
Why Ireland? Maybe the same reason that 1000 multinationals are based there.
Ireland is home to almost 1,000 overseas companies who have chosen to locate in Ireland - Education in Ireland
A large number of multinational companies have established their European headquarters in Ireland including Google, Intel, Apple and Pfizer
www.educationinireland.com
1) I recommend reading the PPM.
2) Emeramide is not without studies, as I clearly said and the PPM explains.
3) Why didn't Elon start Tesla, SpaceX, Boring Co and Neurolink with a SPAC or IPO?
4) I recommend educating your opinions before sharing them.
5) There are no sales now, since the drug is not yet approved except for compassionate use, and EmeraMed is not allowed to charge for compassionate use. As explained in the PPM, when Emeramide was available as a dietary supplement (for a year and a half), it sold to roughly 1000 doctors and dentists and grossed several million dollars with gross margin over 85%. Drug pricing will likely be higher, although Dr Haley wants to keep the price reasonable so many people can benefit from the drug.
The PPM explains that the company "is a corporation organised under the laws of the Republic of Ireland, with subsidiaries in the United States, Ireland, and Sweden."
Why Ireland? Maybe the same reason that 1000 multinationals are based there.
Ireland is home to almost 1,000 overseas companies who have chosen to locate in Ireland - Education in Ireland
A large number of multinational companies have established their European headquarters in Ireland including Google, Intel, Apple and Pfizer
Just some friendly advice. Your tone when replying to these legitimate questions is NOT conducive to making friends and winning people over. #4 above is particularly bad.
BTW, I asked for the PPM yesterday, haven't heard anything yet.
If you can answer this question without sneering, that'd be great: Why was it a dietary supplement and then not?
bkp_duke
Well-Known Member
Dietary supplements have minimal FDA regulation, so you can make a killing selling them. The major problem is that this area is filled with snake oil.
To have an "indication" for treatment of any kind you need FDA approval as a drug, and to do that requires Phases 1/2/3 clinical trials and a drug review board to give it the stamp of approval. If the owner of the medication/supplement thinks it can pass trials and is trying to move it from a supplement to a drug, I would take that as a cautiously positive indicator. But like you, I would still want to see the data.
Many MANY moons ago I obtained my undergraduate degree in Chemistry, and from that learned that biological chelation of metals has been a long-standing, thorny problem to overcome. If this medication does pan out, it would be a game-changer. But like you, I want to see that proof before dropping some coin on them.
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