Lineage Cell Therapeutics Inc (LCTX)

[bobby2loaves]

In terms of sheer dollars, BTX is coming public at a lower market cap than Asterias and Oncocyte. Even at $3 (which is up from the $2.50 paid for previous sales of AGE purchases), Agex is going to have a market cap around $100mm. AST and BTX have been cut in half since they got spun off a few years ago, and they are just getting to about $100mm valuations now. That may not be much to hang your hat on, but maybe these companies will be viewed as being somewhat similar in terms of general capability and in the same general field.

In the end, it's the technology that will make the difference. A possible differentiator for AGE is the iTR product for regeneration, and its pursuit of cancer diagnosis and treatment using the same genetic markers as iTR. Those are much different, though perhaps complimentary, technologies than the pluripotent stem cell solutions that BTX, AST and even AGE itself are pursuing. And with AGE re-formulating an FDA approved drug for iTR, they may be to market (as in 2019) much sooner than the others.