Robbo,
Athersys covered by SCE on page 49 of 3/3/2011 report ( No 10 of listed competitors) and they did a small partnering deal with Pfizer in Dec 2009(pre MSB/CEPH).
This was on the back of Pfizer launching there own regenerative research unit in November 2008.
http://www.businesswire.com/news/home/20081114005161/en/Pfizer-Launches-Global-Regenerative-Medicine-Research-Unit
Competion is good Robbo( albeit only small IMO and Msb yrs ahead)...and it keeps MSB management focused.
By the way on 7/2/2011 Pfizer announced due to R & D cuts they were abandoning there regenerative medicine research in Cambridge.
http://pubs.acs.org/cen/news/89/i06/8906notw1.html.
Wouldnt know what this means but IMHO reading b/w the lines there is a lot more work to be done if Pfizer want to be a major player in the $bn dollar regenerative medicine industry.
In my view, I see their alliance with Athersys as a positive for the Stem Cell Industry.
Cheers.
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