Lineage Cell Therapeutics Inc (LCTX)

[Cincinnatus]

I agree with most of what you said. Patience is needed, but I like to focus on details...the more the better. Your ending focus on when revenue growth will start is critical. Most interesting part of last CC was the answer to the question about European strategy...

" So in Europe, where we will start with looking at very specifically a European partner, we do have the 2 choices: out-license or distribution partnership. I think my bias would be maybe that a distribution partnership is better. It allows us control. It allows us flexibility. We can get out of it, and then we can choose either to do a larger licensing globally or more licensing regionally. It leaves a lot of flexibility."

We're talking about 2H18 before any ramping of revenue can begin, and then the success and speed of the ramping will rely on good partners...especially those adept at working around the EU, FDA, and Asia bureaucracies.