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TOPIC: JP Morgan Conference 1/9

JP Morgan Conference 1/9 11 Jan 2018 11:12 #10954

  • franshei
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Hedge
The STAR update has to do with some material FDA decisions and maybe STAR followup.
CYTX would not hold back any positive news, if it is available.
If there is no update in the near future, it is likely that additional clinical trials are needed . My guess is a new clinical may come in the second half of 2018. Then where would the money coming from? The RO money is not enough to restart the Habeo project project.
Habeo is CYTX's flagship project within cell therapy. Even if sclerodec 2 would lead to an EU filing, the company would not give up the US clinicals in this space.
Another reason that a M&A option is important is: ATI 918 will likely sell through a distributor, rather than a partner. Why? Without an US approval, the market size is not big enough for a partnership.
A M&A option from an established pharma (most likely a foreign entity, but not the light weight like BOYALIFE, the suitor for KOOL) would solve all the problems. (Note: BOYALIFE is really a light weight opportunist with just a small initial investment and no followups.)

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JP Morgan Conference 1/9 11 Jan 2018 11:32 #10955

  • rodney.strongg
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franshei wrote: Hedge
The STAR update has to do with some material FDA decisions and maybe STAR followup.
CYTX would not hold back any positive news, if it is available.
If there is no update in the near future, it is likely that additional clinical trials are needed . My guess is a new clinical may come in the second half of 2018. Then where would the money coming from? The RO money is not enough to restart the Habeo project project.
Habeo is CYTX's flagship project within cell therapy. Even if sclerodec 2 would lead to an EU filing, the company would not give up the US clinicals in this space.


Franshei, the action today with a nice spike and huge volume (as on Friday) suggests that a significant partnership or buyout may be in the works imo.

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