EDT.TO/ Spectral medical

[Bozzie]

Hopefully the growing connection between Spectral and CG is expanded on tomorrow.


Tomorrow:

CONFERENCE CALL DETAILS:

Date: Thursday May 15, 2025

Time: 11:00 a.m. ET

Dial-in: 1-877-407-0792 or 1-201-689-8263

Call meTM:https://callme.viavid.com/viavid/?callme=true&passcode=13744665&h=true&info=company&r=true&B=6

Participants can use Guest dial-in #s above and be answered by an operator OR click the Call me link for instant telephone access to the event. *Available 15 minutes prior to scheduled start time.

Replay Dial-in: 1-844-512-2921 or 1-412-317-6671

Available May 15, 2025, 3:00 p.m. ET, until May 29, 2025, 11:59 p.m. ET

Conference ID: 13753414

 

[Bozzie]

Paradigm updated..new target price $ 2.75 and still conservative ...bought another 35k last week

 

[Bozzie]

New client IR out today from Canaccord Genuity (Canadian Brokerage ) , nothing new,no rating, no target, data lock date is june 20th .

Lurking as a advisor? Not sure i get it.

 

[Bozzie]

New client IR out today from Canaccord Genuity (Canadian Brokerage ) , nothing new,no rating, no target, data lock date is june 20th .

Lurking as a advisor? Not sure i get it.

Canaccord Genuity is a world wide company and is likely to facilitate any deal here as the investment banker/advisor on the Spectral side.
Knowing what I know about Spectral it isn't likely they (as a company) would be shopping investment bankers without great numbers on the trial... particularly with this being the same crew who got burnt on a blind trial in 2016.
This trial has been open, they know exactly what they are holding this time around and in my mind they are acting like a card player holding a Royal Flush preparing for a inevitable deal ...


Like it a lot....

 

[Bozzie]

June 5th
Info on the Spectral website.

 

[Bozzie]

edit..

 

[Bozzie]

today: 1 PM eastern unless you have a control number (stock holders) you'll only be able to log in as a guest.

It should be fairly boiler plate information, as most general meetings tend to be.

https://apps.computershare.com/MeetingsShareholderWeb/FindMeeting#/MeetingsShareholderWeb/FindMeeting

 

[Bozzie]

Feeling pretty good about that call..some massive valuations being thrown around by the CEO
The 10X mentioned would far surpass anything I've ever dreamed of.

August/early September is when top line numbers are released

 

[Steiner69eR]

Up to 250K shares. Will continue to buy on the way up. $250M CAD market cap today, $2B+ very plausible as a starting point. Could be $6B-7B-10B.

 

[Bozzie]

Up to 250K shares. Will continue to buy on the way up. $250M CAD market cap today, $2B+ very plausible as a starting point. Could be $6B-7B-10B.

3.5 billion is what seto insinuated or 10 x

We'll see shortly...mid August early September toplines.

 

[Bozzie]

Vantive CEO Chris Toth Interview

https://www.mddionline.com/digital-health/vantive-s-transformative-impact-on-renal-care

..."Over the next 12 months, extending into 2026, you'll see more of these tools rolling out and scaling accordingly. You'll also see more capabilities and launches in the acute care setting. We just completed, in partnership with Spectral, the accrual phase for a trial of PMX septic shock therapy. All that data is being processed for FDA filing and subsequent steps.

As we move into 2026, likely the second half, we'll see that therapy become available. This therapy is particularly exciting because sepsis or septic shock accounts for one in five deaths in the United States, with limited treatment options available. This particular therapy showed in a previous larger clinical trial that for a subset of cases within a certain infection range—identified through an endotoxin assay—we could substantially reduce the relative risk of mortality. That's what truly matters: how we extend life and expand possibilities.

This therapy represents another component of our investments. We're putting significant resources behind it to ensure that as we progress from filing to launch, we not only have compelling clinical data to present but also the right infrastructure and supply chain support to deliver for patients..."

 

[Bozzie]

23 minutes in

 

[Steiner69eR]

Thanks for sharing. Will continue to add at any chance I get while this is sitting at ~$250M market cap.

 

[Steiner69eR]

Rumblings on the boards w speculation that there will be a lowball deal for say $2 a share ($550M CAD market cap). Would be a massive failure if that happened given the opportunity cost holding this for 5 years in the greatest bull run of all time Always been my fear. Hope I’m wrong. Gotta be worth $1B USD minimum…2-3-4 plausible.

 

[Bozzie]

Rumblings on the boards w speculation that there will be a lowball deal for say $2 a share ($550M CAD market cap). Would be a massive failure if that happened given the opportunity cost holding this for 5 years in the greatest bull run of all time Always been my fear. Hope I’m wrong. Gotta be worth $1B USD minimum…2-3-4 plausible.

I doubt it given the valuations presented by Seto during the AMG call, if anything he's a numbers guy.
A billion ++ is what I'm hoping for, I'm ready to be done with this at this point.
Hang in there buddy , July 10th will be the 90 day mark on the mortality numbers.
The numbers become public in August or early September that date should be an inflation point IMO.

I could see CG /or whomever wanting control sooner than the FDA approval if the numbers are good.
I've seen takeouts numerous times at the top-line number releases or there about (before fed approval)

 

[Steiner69eR]

Let’s hope. Up to 270,000.

 

[Bozzie]

Odd but a protective move VS low ballers and groups with large holdings who might not be aligned with management goals.​

​

Spectral Medical Inc. Announces Filing of Base Shelf Prospectus​

T.EDT | 19 hours ago

TORONTO, July 04, 2025 (GLOBE NEWSWIRE) -- Spectral Medical Inc. (“Spectral” or the “Company”) (TSX: EDT), a late-stage theranostic company advancing therapeutic options for sepsis and septic shock, today announced that it has filed a preliminary short form base shelf prospectus with the securities regulatory authorities in each of the provinces of Canada, except Québec (the “Securities Regulators”).
The base shelf prospectus, when made final, will allow Spectral to qualify the distribution by way of a prospectus of up to $100 million of common shares, debt securities, subscription receipts, warrants and units, or any combination thereof, from time to time, during the 25-month period that the final short form base shelf prospectus (the “Base Shelf Prospectus”) is effective. The specific terms of any offering under the Base Shelf Prospectus will be established in a prospectus supplement, which will be filed with the applicable Securities Regulators in connection with any such offering.
“Given the upcoming milestones and catalysts which may be impactful to the Company, combined with our ongoing commitment to have maximum flexibility and optimize our balance sheet, we have filed a base shelf prospectus,” said Chris Seto, CEO of Spectral Medical. “Our stakeholders should not assume that this filing is a sign that we would be imminently raising capital.”
No securities may be sold nor may offers to buy be accepted prior to the time at which a receipt for the Base Shelf Prospectus is obtained from the Securities Regulators. This press release shall not constitute an offer to sell or the solicitation of an offer to buy securities, nor shall there be any sale of these securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such jurisdiction.
A copy of the preliminary short form base shelf prospectus can be found under​