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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (77739)

7/11/2025 8:04:13 PM

From: Ccube

Read Replies (1) | Respond to of 78476

CAPR
might be worth a long shot. seems to be the current leader in the field according the Chatgpt
close to 52week low on the FDA news.

"?? Mechanism of Action of Deramiocel (CAP-1002) 1. What Is Deramiocel? Deramiocel is composed of allogeneic cardiosphere-derived cells (CDCs) — a type of stem-like cell originally isolated from heart tissue. These cells are not intended to engraft or replace tissue, but rather to act as cellular modulators of inflammation and fibrosis through paracrine effects.
"

?? Summary Table: Exosome/Paracrine-Based Therapies in DMD

CompanyTherapy & StatusModalityFocus Area

Capricor	Deramiocel (CAP-1002), Phase III	CDC-derived exosomes	Cardiomyopathy + muscle
ENCell Co.	EN001, Phase I completed	MSC-based paracrine cells	Muscle regeneration
Aposcience	APOSEC™, secretome/exosome product	Cell-free exosome mix	Wound healing (platform)
Others (70+)	Many exosome-focused platforms	Exosome therapies	Broad regenerative fields

? Takeaway

Capricor is the current leader with DMD-specific exosome therapy, most advanced in clinical development.
ENCell and Aposcience are applying similar modalities with distinct sources and indications.
While 70+ exosome companies exist, few focus squarely on DMD yet—most are in early/regenerative stages.

To: Paul Senior who wrote (77739)	7/12/2025 2:15:29 PM
From: Spekulatius	Respond to of 78476

CAPR. Promising drug stock didn't get gov't approval- FDA asks for more info instead. Stock craters. I'm in now for a speculative bet that drug will get approved with submission of more info, and that analysts might be right that significant revenue growth would then be possible/likely. “More info” means another study most likely which will take years complete with uncertain outcome. A lot of times, more data means a dead end.

To: Paul Senior who wrote (77739)	7/12/2025 2:28:36 PM
From: FIFO_kid2	1 Recommendation Recommended By Harshu Vyas Read Replies (1) \| Respond to of 78476

From experience the smaller cap biotech/ pharma development stocks are a really a tough nut to crack and not worth it on the long side. I prefer to look at them as a short sale candidate. There are just too many negative detracting variables and in the process blowing money at a faster pace while in the drug discovery stage than any other "growth " industry and in the process diluting your position hoping for a blockbuster drug is a too low probability venture for my taste and a bad risk/reward. My thoughts only: It also certainly appears the FDA is big pharma centric for favoritism with that suspicious delay of a very promising drug. Its hard to lump these stocks as value plays. You need to know the burn rate, in addition to the chance of success for the drug for approval and then do a DCF on market penetration which is very difficult to assess. What is imperative is knowing the itinerary of important dates for the company and if you are fortunately in the black albeit a typically rare event it probably is wise to buy a put option expiring near that date to maintain your cost in the stock.