The 10-q, page 14, is incredible. All the current FDA trials, with so much history behind them, provides a good snapshot of where this company is headed. Especially the stroke trials. It's hard to believe that ATHX hasn't found a US partner yet, considering the aging population, the prior successes with MultiStem treatment in trials, the FDA fast tracking their approvals, and the unmet needs this treatment would serve. Plus, if I was the victim of a "sneaky stroke" showing up the next day at the hospital, I'd want MultiStem to be available. Who wouldn't? Nothing else is available to help after 4 to 6 hours post stroke. Someone like J&J or Novartis should jump into this. Everyone is looking at CAR-T and genomics right now. It's a classic case of looking in the wrong direction. All the evidence is in place that this is a high potential opportunity for a market that isn't going away. With research showing people in their 30s-40s are having strokes, awareness of the potential of MultiStem could garner new interest. Who knows, maybe 60 Minutes will surprise us all some Sunday evening with a feature on new stroke treatments. This is too important not to happen. Helios has got it right and may have bigger plans than anyone suspects. Their contract with ATHX looks like they want greater control and access to MultiStem. Helios wouldn't be the first foreign company to enter the US market through a smaller acquisition.
