SAN FRANCISCO, CA--(Marketwired - December 04, 2015) - Why have stem cell and regenerative medicine companies underperformed other segments of biotech? Maxim Group's Jason Kolbert and Dr. Jason McCarthy identify a possible answer: Investors believe stem cell data has yet to definitively reach proof of concept in the blockbuster indications that the companies are pursuing. They want to see results like those shown by gene therapy/CAR-T companies, such as bluebird bio Inc. ("the Bird") in sickle cell disease. In this interview with The Life Sciences Report, Kolbert and McCarthy tackle the issues that have frustrated investors, and leave readers with a list of names that could reap multiples on investment while patients enjoy longer lives.
The Life Sciences Report: I don't think any of us doubts that regenerative medicine will have its day eventually, but why the lag in performance? Is there a philosophical answer, or might you have a more definitive answer?
Jason Kolbert: We can understand the disparity between the groups by appreciating both the market opportunities and the disease indications these sectors are going after.
Dr. McCarthy follows bluebird, which treated and possibly "cured" the first sickle cell disease patient it treated with its gene-based LentiGlobin therapy. It may be a bit premature to use the term "cure," and even bluebird would not say that it has cured the patient at this point, but for all intents and purposes that technology has dramatically changed the outlook for sickle cell patients. We saw proof of…
Continue reading this interview: Regenerative Medicine Follows the Car T-Cell Gravy Train: Maxim Group's Jason Kolbert and Jason McCarthy
About Streetwise Reports - The Life Sciences Report
Investors rely on The Life Sciences Report to share investment ideas for the biotech, pharmaceutical, medical device, and diagnostics industries. Our exclusive interviews with leading industry experts and analysts provide a clear picture of the causes of macro-economic shifts and the strategies that help you capitalize on developing trends.
Athersys Inc., BrainStorm Cell Therapeutics Inc., ImmunoCellular Therapeutics and RestorGenex Corp. are sponsors of Streetwise Reports. Jason Kolbert and Jason McCarthy had final approval of the content and are wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Kolbert and Dr. McCarthy and not of The Life Sciences Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.