Maybe could perk Geron up a little:
"Yale Researchers Discover New Cancer Cell Vulnerability"
on Sci Tech Daily.
The trouble with SCI that NVIV is having is the same GERN had to go when they were a stem cell company doing an SCI trial. Very tough nut to crack. Geron never pulled it off.
Once everything is said and done, we can come back to this conversation, and everyone will say... "Oh that's why he left for ACT." Right now, people just can't see the future.
Does BTX have $200 million lying around for that or are you thinking major dilution for BTX on the horizon?
Still has to be noted as a death during the trial even if the treatment did not cause it. If they failed to note it it was a huge mistake.
"There were no unexpected neurological degenerations or improvements in the five subjects in the trial as evaluated by the International Standards for Neurological Classification of Spinal Cord Injury (ISNCSCI) exam."
According to this, no one benefited from the treatment. No reason the price of this should rise based on the Geron data.
Not sure where you see "a minority."
From Reuters just now:
"Athersys Inc said its experimental stem-cell therapy for treating an inflammatory bowel disease failed to show any benefit in patients in a mid-stage trial."
I agree that they are 2 different indications. But stroke has proven historically the more difficult to treat in any way. I think hoping for a better outcome there would be a mistake. I have sold my very small position, but will continue to watch.
Can someone please point me to any discussions online about the 2010-2012 clinical trial results for NCT00677222?
The link for that online on clinicaltrials.gov, if yahoo allows it is: http://www.clinicaltrials.gov/ct2/show/NCT00677222?term=Athersys&rank=2
Could be like a preview for IBD in a way.
TIA if you have it.
One dose per patient at $15-20K is an acceptable price for a better outcome recovery from stroke. tPA currently costs about $2000 per treatment and can only be used within 4.5 hours after stroke. If the patient reaches ER after that - which happens a lot since people sometimes don't even realize the problem - Multistem would be their only option (AFAIK), in which case the company could charge whatever the company feels like charging. Also interesting to compare outcomes between tPA and Multistem. If the latter is better, it doesn't matter tPA costs 1/10th the price.
Thanks for that number: "$15,000 to $20,000 per patient" for the stoke alone. I couldn't find in my notes so far for ATHX, so thanks.
I assume that we're looking at the same revenue per patient for IBD and coronary.
What I am also interested in though is how much it costs ATHX to create one batch of the cells that they will eventually send to the docs to do the injections. I understand that there's some cost-advantage over other treatment types because they can just slip these in the freezer and use them 5 years down the line if need be, but if we're looking at revenue of $15-20 thousand per patient, how much of that is profit and how much is cost of goods - generating those cells from someone's marrow?
Has that ever been discussed? I haven't come across that either yet but I'm looking.