That’s not going to work for diabetes or ascites is it?
So what does this tell us about Pharmacyte?
Are they seriously developing a cure for diabetes? Or is it just a sales pitch?
If they were, the retrievability issue should be an important part of their thinking and they haven’t even mentioned it yet? Or they would have told you they have a retrieval plan for diabetes? Surely their international diabetes consortium would have raised this as jdrf are very aware of it being a requirement.
The key thing is that the company didn’t answer you by saying they are addressing retrievability for a diabetes ind.
So we have to ask whether pcmb are seriously considering anything after the pc ind?
I don’t think they are.
I think that’s the buyout point.
If the company had long term plans to partner in this they would be addressing retrievability for diabetes and would have told you. They didn’t. They would be updating us about mellingen and ascites and they’re not. They’re not having the quarterly updates they promised.
Follow the energy. They’re working on ind submission and nothing much beyond it.
This is a build and bounce company which is great for all of us.
I feel pcmb is about getting fda approval for the caps and then they’ll sell it to someone else to use. This will be great for austrianova (of which we own 14%). The ind will make us much more valuable.
It points to a buyout of the technology rather than a long term plan for diabetes or ascites or maybe even tumors.
Given the age of our ceo it makes sense that they would want to cash in ASAP which is great for shareholders.
It would be a smart purchase by Janssen say to get good fda recognised encapsulation for their beta cells. Or for Semma who are yet to prove their cells in humans and who have a pouch system to enable Retrievability. Or maybe even viacyte.
But most likely of all the Chinese. A sale now would be ok but a sale with an fda approved clinical trial puts the price up considerably and might even encourage a bidding war.
Forget a partnership. The signs are clear. Kw is too old to see it through.
Buyout I guess is what we’re seeing in the recent new agreement with Austrianova. And the inclusion of stem cells producing insulin gives us an idea about who is interested.
Looking at developments in vaccines for cancer I think td2 dropped out because they have so many more promising cures lining up with better hope than our 28% response rate. What they probably said was they don’t have the ability to conduct such a large trial for us at the expense of conducting trials for other more promising treatments. That would make sense. They certainly have the facilities to conduct large 250 patient trials but probably not for our treatment.
So I’m thinking the ind is to give the caps an elephant stamp by the fda and the buyer wants them for diabetes.
I’m expecting a buyout after a successful ind submission for pc.
Who would partner with this company when they claim to be developing a treatment for diabetes but have no answers about how they’re planning to retrieve the cells to get fda approval?
Austrianova are smart and pcmb has become a way to raise shareholder funds to pay for the development of their very valuable technology. Let’s just hope we all get a fair share of the sale.
I think we will get a good shareholder payout because I think kw knows how tough some of the share owners are and he wants a clean exit and doesn’t want people coming after him when this is sold.
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