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  • Cytori Therapeutics: Soon to Be Sold to Olympus? [View article]
    Quote- Olympus Corp. should consider a buyout of its smaller partner instead of funding it through equity investments and private placements. End-Quote

    Mike- hope you are ok- despite >100 Mio investment by Olympus in the hardware development that the market doesnt see and the JV deal of 35 Mio that is known besides the equity input of 4 mio shares at about 26 Mio- Olympus still owns only 14% of Cytori.

    Major stakeholders know this situation perfectly well and appreciate the added value that Olympus created.
    Presently 7 investigator initiated trials are underway or upcoming in Japan for a variety of indications at no cost to Cytori, but using its technology (and actually paying for it)
    Cant imagine Cytori "organized" this- this is all Olympus induced in my mind.

    So yes you are right, makes sense for Olympus to embrace the benefits of their own efforts- but on the other side- the hard core stockholders of CYTX knowing the prospects of the company and knowing the monetairy value of the Olympus efforts, would jack up the pricetag in astronomical hights, which they surely cant sell to their shareholders.

    Thats fine - the Japanese to my mind have a totally different (and positive) mentality- they dont HAVE to own everything but also appreciate loyal partnerships and building special things together to the benefit of mankind- and making some money in the process.



    Nov 13 14:26 pm |Rating: 0 0 |Link to Comment
  • 10 Biotechs in Stem Cells that Could Profit Under the Democrats [View article]
    I did listen to some of the testimonies, which did not contain anything I wasnt aware of. I also know the political discussion, but believe none of the 10 company names mentioned would benefit in anyway by government backing of academic research. The market judges those names on likelyhood of actually bringing a product to the market and its likely financial success there once there, like any other biotech or other company that cannot be judged on financial performance at present.

    From this perspective it is vital that if you write a article and want to give pointers to your readers on where to do DD, those pointers should at least be correct.-which they certainly are NOT.

    Since I have done DD on all (and a few more) I can tell that Osir is a good pick. They actually sold Osteocell to get the funds in order to have a good chance in reaching the market with their Crohns and GvHD therapies with Prochymal.

    ASTM though is laying off 27 (1/3 of workforce) employees to strech their money and face delisting with all consequences for access to capital markets.

    There is now actually just one outfit left that makes meaningfull revenues in 2008 and certainly 2009 & beyond. Is adding employees to their work force and as only stemcell company has strong partners.

    Did your own DD get that far to tell us which company that is?

    May 27 13:01 pm |Rating: 0 0 |Link to Comment
  • 10 Biotechs in Stem Cells that Could Profit Under the Democrats [View article]
    The message the article wants to bring is pretty old and stale- also doubtfull that it has any merit.

    However, the research on the companies mentioned is an absolute disgrace. It has many pertinent errors- for instance Bioheart´s Myocell is a Phase III development. Osiris sold Osteocell several weeks ago. Cytori markets their Celution system in Europe already in the PCS market.

    Would one trust the recommendation accordingly?

    Thats a rhetoric question really.
    May 27 07:27 am |Rating: 0 0 |Link to Comment
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