Hey kool, if fda gives the approval we are looking at putting a custom made patch into the spine area of 5 patients. Its either going to work or it isn't. If it works we should know within a couple months of the first patient being treated. If any of the 5 patients gets better it works at least 20% of the time. If all 5 get better it works 100% of the time. Its not like drug trials that take a few years to complete. The scaffold is either going to allow reconnection of signals or its not. Just my speculation but i dont think this is going to drag out like all the other regenerative medicine companies im watching are. By the way i see your into some pretty neat companies but i didn't see actc listed. You might want to check them out if you haven't already. Im only in gern,nviv,actc, and cur. All are long term holds cause im in this till major inflection points are reached. If i had more money to spread arround id get into psti but i dont know much about the others. Steve
ACTC is interesting - macular degeneration has major $ potential. And they just got financing that will carry them forward for some time. It's worth a shot. Again, speculative. I do believe that stem cells will play a major role in the future of medicine. PSTI is another such bet. I like it a lot and increased my position recently. I think partnership activity can drive both these companies in near term. SGMO "may" have functional cure for HIV. They're in clinical trials. LXRX has a diabetes drug LX4211 that looks like a real winner. ISIS has a huge pipeline and patent portfolio. It goes before FDA advisory panel this coming week for drug mipomerson which treats homozygous familial hypercholesterolemia. VICL DNA delivery technology has some interesting trials going on, including Allovectin in Phase III for metastic melanoma and TransVax, which is in Phase III clinical trials to protect against CMV infection after stem cell transplants. KOOL I'm not too keen on - I just think it's cheap, - the company should be put up for sale. PSDV is very small market cap. It's focused on drug delivery products for back of eye diseases administered through implantation. In July they signed a tech agreement with an unidentified major biopharma for evaluation of Tethadur protein/antibody delivery technology.
.......if I had to pick one to buy, I would probably pick the wrong one. That's why I buy a basket.
Anyhow, thanks for ACTC....