Unbelievabley an astutely observed and informative post.

First 26 Last

Share
Profile

Follow
mandalay718

322 Posts.

18/01/15

01:26

Post #: 14600087
Share

Originally posted by unbelievable ↑

On 27 Dec MF posted a link to a 40 page summary of Global Stem Cells market. It looks to me a bit like the work of a Uni graduate based in India but as a starting point it's not bad . Key players in the USA are listed along with Mesoblast. But many other names are omitted. interesting their markets caps versus Cyp's .
The most important thing to realize is that many of these players with success in advanced stage clinical trials are either relying on "1st generation " manufacturing methods and sourcing of donor cells from invasive procedures such as harvesting from bone marrow, or collecting human placenta, and I can't believe I actually read in that report from " discarded circumcisions" !!
To manufacture at scale in order to commercialize a product these " first generation" methods have logistics I ssues surrounding efficiency, purity, consistency, scaleability and therefore cost , and potentially regulatory roadblocks.
You could say that Cynata's Cymerus patent is the "Next generation" method that eliminates the potential multiple donor sourcing methods and the associated problems with cell expansion and commercial scale up, batch consistency etc etc...
Possibly the regulatory path may be an easier one because of this.

So yes there maybe a lot of completion out there, but let's compare apples with apples and oranges with oranges. Who else can produce unlimited cells from a single donor source?

Aside from Teva's major investment in Mesoblast, Pfizer's relatively small play in Athersys inc, and Bristol Myers Squibb's $175million purchase of iPierian , owner of an induced pluripotent stem cell platform along with other drugs targeting neurodegenerative diseases, it appears the major Pharma companies have been sitting back watching and waiting for obstacles to be cleared before getting involved. The fact that J&J has now stepped up with a potential $337 million investment signals game on for Big Pharma. Who will be next , who will miss out, and will they be interested in first generation or next generation stem cell manufacturing technology? Common sense should prevail here.

The fact that Cyp's chairman has openly stated 2015 to be the year of partnerships is a fantastic sign that others out there already want a part of this technology.
The next few months should reveal with whom.

Expand

Unbelievabley an astutely observed and informative post.

CYP Price at posting: 39.0¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

OCC

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

MSB

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

SPR

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

SRL

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

PL3

Patagonia looks to raise $2.15M for South American exploration and development

There are more pages in this discussion • 3 more messages in this thread...

First 26 Last

Add CYP (ASX) to my watchlist

(20min delay)
Last 25.0¢		Change 0.000(0.00%)		Mkt cap ! $44.90M

Open	High	Low	Value	Volume
25.5¢	26.0¢	24.5¢	$19.72K	78.84K

Buyers (Bids)

No.	Vol.	Price($)
2	31298	24.5¢

Sellers (Offers)

Price($)	Vol.	No.
25.0¢	39430	1

View Market Depth

No.	Vol.	Price($)
2	31298	0.245
4	112215	0.240
2	119148	0.235
2	15173	0.230
1	20000	0.225

Price($)	Vol.	No.
0.250	39430	1
0.260	25384	1
0.290	1900	1
0.295	183892	1
0.300	85000	2

Last trade - 15.59pm 09/07/2024 (20 minute delay)

CYP (ASX) Chart

Unbelievabley an astutely observed and informative post.

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

Patagonia looks to raise $2.15M for South American exploration and development

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Unbelievabley an astutely observed and informative post.

Top Stories

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

Patagonia looks to raise $2.15M for South American exploration and development

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News