Aug. 16 at 11:15 AM
$BSEM I get the frustration, but it’s not fair to say management has “lost all credibility.” This team grew BioStem from just
$4M to
$350M+ in revenue run-rate, so why would they spoil their own baby? They’ve already filed the Form 10 and multiple amendments — this time they have full clarity on SEC comments and are preparing a complete amendment, likely in final review, to avoid further delays.
At the same time, management is implementing new sales strategies with Venture Medical to drive growth and offset CMS-related headwinds. The CMS decision impacts the entire industry, not just BioStem, which is why they’re also making sure products are broadly covered by private insurers to protect revenues.
With
$100M+ YTD 2025 revenue, ~99% gross margins, strong cash, and an enterprise value of ~
$70M, the company looks very undervalued. Uplisting news could come soon, and I don’t want to overlook BioStem at this stage. The fundamentals are too strong for the valuation gap to last forever.