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tjcunn

06/11/17 5:36 PM

#652 RE: DeepDive #651

Thanks Adi and Terry for replies and concur with your comments. Obviously topline results for a pivotal trial are material but I'm sticking to my belief that the news w/b good, otherwise they wouldn't webcast nor would they give one week notice of the release. They would simply announce the results. Though the HIV market is relatively small and there may be some question of payors' willingness to pay for cosmetic improvement, the significance I think is that this trial will support an IND application for the much larger cosmetic market where individuals are known to pay big bucks for improved looks lessening dependence on payors.
I also agree with all the blue sky potential of their cell technology. Re the Asterias trial it was encouraging to hear that lesion cavities were not appearing and that cells were engrafting. News of nerve growth into the lower extremeties would be most exciting but nerve growth is slow so patience required. Still, upper extremety function is so critical from a cost of care standpoint. So news that the improvement has been sustained will increase the credibilty of this technology with regulatory authorities and with investors. We may be several years away from significant revenues but they will come.