Speculative thesis.
The INDs are ready to be funded. Funding sources would require a seperation from the clinic and license business model. A spin out of said IND incubator would place a nice valuation solidly under the parent SVFC. This is why Dawson James is here, why it takes 15 million to trigger their payment and why it would be in preferred shares and in conjunction with a higher exchange listing, probably for new entity.
This spin out has likely been in the works pre YA and how they could attract the names of Andrews and Inventiv to what appears on surface as a fledgling biotech.
There is little question of the huge advantages Intellicells process has over conventional enzyme based extraction and culturing. Not only in terms of cost, and ease on patient but also in time during IND phases as well as efficiency. A new entity, free of the burdens of the past, flush with cash and new leadership can provide huge attractive investment propositions to the biotech world. My conclusion us this is the most viable way to unlock enterprise value as well as advance this much needed stem cell technology.
I welcome thoughtful opinions on this thesis.
Happy Thanksgiving All..
