Replies to post #80557 on PharmaCyte Biotech Inc (PMCB)

[1234jklm]

With Robert Langer close to testing in humans,

it’s very possible other companies want their own solution to encapsulation too.

Novo stands to lose the most if diabetes is cured with Melton cells in Langer’s encapsulation.

Johnson and Johnson also want to win the diabetes race.

It’s a massive massive market and encapsulation is the golden grail. And if you can’t beat it why not share it with your own cells in our technology. There are lots of beta cells out there although mellingen are some of the most stable and robust.

And we have the license to the best cell encapsulation technology so far tested in humans without major fibrosis after two years.

The change in our agreement with Austrianova suggests we have a company that wants it for stem cells modified to produce insulin.

I agree that pcmb are not thinking very far forward on development. So their plans are short term.

I think this means a buyout or a license.

But given the age of the ceo and the lack of interest in progressing therapies, i’d say buyout.

There’s no way these guys could partner a cure for diabetes if they don’t even have a retrieval plan.

I think it’s been the plan to get ind on the capsules to sell them to others once they’re fda approved. But recently the Chinese want to buy it which has thrown a spanner in the works of that plan.I think Morell was part of the old plan.

The new plan has a deadline in March because that’s how long they’re paying austrianova to hold off. Which times out to when the ind is submitted. 30 days after that the buyer will be revealed I think.

Now I believe the new plan is a bidding war between the Chinese and western big diabetes pharma.

I think Novo is an obvious choice.

[1234jklm]

Tbone, I think the problem with ir is that kw is ir.


And he really doesn’t understand medicine.

But Professor Gunzberg does.

And so does Dr Lohr.

And Crabtree.

But kw is the voice and kw answers ir emails and he answers like a lawyer and not a doctor or scientist. He never gives a straight answer and kind of generalizes. And he doesn’t care about shareholders so the emails sound like he’s covering his bases but not really answering. Which leads to lots of confusion.

It’s like he’s already retired.

I have found emails from ir unreliable and inconsistent. They are often contradictory to what we later find out in the conference call.

My impression is that kw doesn’t give a damn about shareholders and doesn’t bother much with the email replies. Sometimes doesn’t even answer if the questions are too tough.

But I hope Gunzberg is driving the show with kw up front holding the wheel and then I think we might be ok.

I think the technology is excellent but the communications are hopeless.

Let’s hope we get bought out soon so the technology can really have a chance.

Shouldn’t be long till Eurofins cells get the all clear.

Then pps will move up.