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Virgilio

06/07/16 3:08 PM

#2784 RE: akasidney86 #2783

At least there's someone who finally puts down some arguments, with - truth to be said - very different views than my ones, but still understandable.

I have nothing to complain on the PIII melanoma trial, besides the fact that, grant or not, with that tiny amount of available cash, I would have not gone ahead by myself, but only with a partner. Much more disappointed on how the CD34 has been handled, with the primary indication put aside too soon IMO, and now kinda having an uneasy time IMO to find a partner for CLI and CHF or, at least, it seems that partnering discussions are going ahead, but still...how long will it this take and how much needed cash it will bring? The market isn't optimist at all, othernot we would have had a different stock price movement, sounds correct?

As far as the so far signed deals, I read that you find real potential value in the deals they've made. On this side, I wonder where you find real potential as so little has been publicly disclosed. How many times have you seen a biotech company partnering a drug and not disclose financial terms? Please let me know. T1D right now represents IMO the only potential, but then again, I am very upset they have been unable to find a partner willing to put some upfront milestone payment on the table (again!).

As for PCT revenues, we still have no idea on where they will go. There's great movement toward CAR-T and my feeling is that it will take long untill the CO. gains some market share in that business area. However, with those margins and that amount of cash spent every quarter, where do you find such optimism, again? I will change my opinion when some nice partnership will be signed for CLI and for TRregs and we see a convincing JV in Europe with Hitachi for PCT. Othernot, I don't see the potential you believe in.

Interesting your last part of the post. I am not a short either, but I still want to hear about facts that bring such optimism, as I don't see any. You don't have to think that anyone who doesn't pump a stock is a short, there are also people around that every once in a while believe in exchanging ideas.