written by reader Discussion page for Arch Therapeutics (ARTH)

By Lynn Clark, Stock Gumshoe, November 6, 2017

This page is for discussion of Arch Therapeutics (ARTH).

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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finventurer
Irregular
finventurer
May 27, 2019 11:21 am

$ARTH atlas long

Yet another competitor enters the field:

UPM launches a new advanced wound care product for the European market. FibDex® is the first wound dressing created from wood-based nanofibrillar cellulose to receive regulatory approval and be awarded a CE mark. Nanofibrillar cellulose, which has been shown to be biocompatible with human cells and tissue, forms the core of the dressing. UPM’s proprietary nanotechnology, combined with over a decade of research into nanofibrillar cellulose and a highly professional R&D, has resulted in the development of this unique product.

http://inpublic.globenewswire.com/releaseDetails.faces?rId=2245243

yours, Finn

👍 352
joevan30000
Irregular
joevan30000
May 30, 2019 8:44 am
Reply to  finventurer
👍 91
Cleveland
Irregular
June 4, 2019 8:25 pm

$ARTH Presentation LD Micro 6/4/19 by Dr. Terry Norchi plus my comments

1) On verge of commercialization. How many of your biotech investment positions are in the same situation? What is the risk here?  

2) Planned revenue stream by End of Year. Building AC5 Inventory now.   

 3) Execute commercialization rollout and partnering strategy (in process now)

  4) Multiple Selling Partner Strategy. Great news that there will be a different mix of partners between Europe and United States. Means there will be multiple partners and news announcements and possible up-front fees. This also means ARTH will be around for a while and not be acquired. Thus this will maximize ultimate buyout price. Intellectual property is now beyond FIFTY (50) patents. Big Positive.

 5) Also mentioned significant  interest out of  Asia  

6) Hired VP of development Dermal Applications (Wadsworth with deep ties to wound care space)  to handle all the possible joint venture situations.

  7) Mentioned focusing on Military opportunity for use of AC5

  8) CE Mark should be any day now

  9) Broad US (510 (k)) FDA clearance for external applications of AC5. Large external applications.   

  10) Submit clinical study IDE pre-submission for biosurgery–$6 $7 billion market opportunity       

11) Cash burn is $ 1.9 million per quarter. Have approximately $ 4.2 million of cash.       

12) 27,796,019 warrants outstanding with total exercise price of $ 18,0541101   8.9 million warrants at $ .25 share (in the money now)

 13) Total Capital raised by ARTH since inception $ 33,778,723. Tiny !!!!!!!!!!!!!!!!!!!!!!!! The warrants are $ 18,054,101 or  53% of the total capital raised. 

14) Even at the depressed market price –for every $ 1 raised by $ARTH it is worth approximately $ 1.72. Amazing. 

15) Closure Medical Acquired by JNJ 2005 (comparable to ARTH—except ARTH has 10 times intellectual propery) $ 370 million. Market Cap of ARTH fully diluted is only $58 million or only 16 % of the $ 370 million. To get to $ 370 million ARTH would have to equal $ 1.71 per share. 

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toddba
Member
toddba
June 4, 2019 8:39 pm
Reply to  Cleveland

$ARTH whale and long

Hi Cleveland – Thank-you for the update. A much needed morale boost.

Cheers – Todd

Griffin
Irregular
Griffin
June 4, 2019 8:45 pm
Reply to  Cleveland

Thank you Cleveland much needed positve!

👍 3678
invest405
Guest
invest405
June 4, 2019 11:27 pm
Reply to  Cleveland

Thank you for sharing your comments, Cleveland. Very much appreciated.

joevan30000
Irregular
joevan30000
June 5, 2019 10:16 am
Reply to  Cleveland

$Arth OW Thanks again Cleveland!! If all goes as planned this is going to be huge!

👍 91
Cleveland
Irregular
June 5, 2019 11:52 am
Reply to  Cleveland

$ARTH

The presentation is here:

http://wsw.com/webcast/ldmicro16/register.aspx?conf=ldmicro16&page=arth&url=http://wsw.com/webcast/ldmicro16/arth/index.aspx

The different revenue streams are going to be impressive. I love multiple selling partners. A lot of news throughout the year.

Remember the science has never changed.

What ARTH should be doing now is presenting to surgeon groups. They would be big buyers at this stage. We have had a big seller for some time now. Once their position is eliminated it should be clear sailing.

What are the risks at this point ?

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4393
JohnM
Irregular
June 5, 2019 12:13 pm
Reply to  Cleveland

Completely agree PLUS I have never heard Norchi so animated and high energy. The partnering talks must be going well, meaning no more capital raises. Relieved of that stress after 10 years, he sounded like he knows he’s riding a winning horse. For less than $35 million he’s gone from nothing but a patent to an FDA-approved product with the CE Mark imminent. I’ve been investing in biotech since Genentech went public and I’ve never seen anything like it.

👍 1992
Cleveland
Irregular
June 5, 2019 12:36 pm