International Stem Cell Corp. (ISCO)

[Doctor_Hari_Seldon]

In my opinion, ISCO


is a very interesting situation that is mostly likely significantly undervalued.

I think the only problem is the need for dilution to keep things funded and moving for at least a little more time to come. I also think the last offering so low surprised a few. I surely felt they were worth a little more than that.

Overall though, they are not in a terrible position at all. Hopefully with positive Parkinson results reported in full, then some future funding might come at a better price to the company.

They really need to push past 12 million in sales without increasing their G&A more. I think the cell culture media is a great product area they appear to be entering successfully. It is very much prone to repeat business for the reasons stated by management, i.e. – maintaining testing consistency.

I agree with your comparisons to some others, but the world of corporations is unfair and inconsistent with transients.

My opinion is the company is worth at least a dollar a share right now if properly valued, and when an IND is underway, much more. If the human phase tests go well, much much more.

With the markets giving it away at less than 30 cents, it seems like a screaming buy to me. Especially with the full primate Parkinson test results coming very shortly and the IND really not that far away.