This is NOT investment advice. Investing in startups is risky whether it is via StartEngine or any of the other platforms. Liquidity may or may not be an option for an extended period of time.
Let's see if we can toss out a few names on a monthly basis for people to debate and evaluate and see if this is useful. At times, we have only one name or zero.
The types of firms that typically catch our attention are generally based on seeking a potential "bet a little, win a lot" approach where we seek potential "winner takes all or most" outcomes. We tend to focus on those and avoid battles with low barriers to entry UNLESS the firm is simply executing at a very high level and clearly advancing to a few different potential exits.
First, a couple of recent posts here on this platform:
When is CHECKMATE - Bitcoin Update
StartEngine Raises That Intrigue Us - March 2024
The Submerge - Ether Merge Debacle
Here is what made it through our screening. We committed to screening these monthly and this is the result of the screening for this month. Some of these are repeat names, and that is the way it is. We don't chase new ones simply to pull the trigger. We would rather add to winners.
Perhaps a little blurb about what we will not invest in could be helpful. When seeking a potential "winner takes all" and vice grip lock on certain economic value, we try to be very strict. We have to feel it and understand it. If we don't "get it" in terms of how and why the pieces fit together, then we pass. This can happen frequently with tech, biotech, medical, and retail. We aren't smart enough to know all of these details for each industry and products. If we can't connect all the dots we pass. If the business relies on hype and marketing we pass.
Cytonics - OA new method going at the guts of Osteo-Arthritis. Looks like raise will likely top $3M as it is at 2.9M with a few weeks remaining. Is this a Zero to One? OA never treated this way. Interesting. They recently gained permission to manufacture as well. They put this out there as well which caught our attention for sure in terms of cash flow and capital preservation:
Through exclusive agreements with two independent manufacturers (one operating in the human market and the other in the veterinary space) we have secured over $4M in license acquisition fees and royalties through 2029, with guaranteed royalty minimums of $400,000 annually, providing stable and non-dilutive capital to fund our research and development of CYT-108.
Here is an update:
New Milestone Alert: Final Clinical Site Selected
🌟 Welcoming Sunshine Coast as Our Newest Clinical Site!
We are excited to share yet another significant milestone in our journey to transform osteoarthritis therapy. Cytonics is proud to announce that we have chosen University of the Sunshine Coast as the third site for our Phase 1 clinical trials of CYT-108, our pioneering therapeutic candidate. With this addition, all of our clinical sites have been selected and we are mere weeks away from recruiting our first patient.
☀️ Why Sunshine Coast?
Sunshine Coast is recognized for its excellence in medical research and commitment to advancing healthcare. The region boasts state-of-the-art facilities complemented by a team of specialists renowned for their expertise in managing and conducting clinical trials, especially in osteoarthritis. Their robust infrastructure and dedicated staff ensure that our innovative research into CYT-108 will be executed with the highest standards of precision and care.
"Securing Sunshine Coast as our third clinical site is a testament to our rigorous site selection process, prioritizing experience and capability in osteoarthritis research. We are confident that their contribution will be invaluable as we continue to advance our Phase 1 clinical study."
~ Joey Bose, President and CEO of Cytonics
The addition of Sunshine Coast not only underscores our progress but also strengthens our resolve to set new benchmarks in osteoarthritis therapy. As we move forward with this collaboration, we are another step closer to potentially changing the lives of millions suffering from this debilitating condition.
AtomBeam - We've commented extensively already about this opportunity. Our entry is 8M. A+ on the way. CEO says Space Force and Air Force begging them to hustle through Phase II stuff to get the money for Phase III. Phase III's can be $15M+ EACH. Expecting MVP of SaaS for commercial use soon. Reservations have exceeded $5M for this upcoming A+, and the CEO indicated large investors/groups might be active in this round as well. Biggest round ever on StartEngine?
TimePlast - A+ looming. Here is an update:
Breaking News: Introducing Timeplast Wrap – We thi
Dear Valued Investors,
Today marks a monumental achievement in our journey. After almost a year of meticulous planning, strategic partnerships, and rigorous trials, I am thrilled to announce that we have successfully blown 1.2 mil stretch wraps. This significant milestone underscores our unwavering dedication to innovation and our commitment to delivering sustainable solutions to the market.
Timeplast Wrap represents what we think is a groundbreaking advancement in sustainable packaging. With its revolutionary water-soluble programmability and unique composition, we believe Timeplast Wrap offers a truly transformative alternative to traditional plastics. By leaving no microplastic residue and aligning perfectly with the natural cleansing power of the water cycle, Timeplast Wrap embodies our planet-centric approach to environmental stewardship.
The imminent launch of Timeplast Wrap in our storefront signifies not only a triumph for our team but also a crucial step forward in our mission of global transformation. The potential impact of Timeplast Wrap is boundless, and we are eager to witness its positive influence on the market.
Will you join us in shaping the future of sustainable packaging?
Stay tuned for more updates as we prepare to introduce Timeplast Wrap to the world stage. Your steadfast support and belief in our vision are invaluable to us.
With gratitude,
Manuel Rendon
Psyonic - Looks like they swooped in to scoop up a quick $1Mish and the raise has concluded.
NerdFocus - Raise has concluded.
