Replies to post #1069 on Lineage Cell Therapeutics Inc (LCTX)

[bobby2loaves]

In terms of sheer dollars, BTX is coming public at a lower market cap than Asterias and Oncocyte. Even at $3 (which is up from the $2.50 paid for previous sales of AGE purchases), Agex is going to have a market cap around $100mm. AST and BTX have been cut in half since they got spun off a few years ago, and they are just getting to about $100mm valuations now. That may not be much to hang your hat on, but maybe these companies will be viewed as being somewhat similar in terms of general capability and in the same general field.

In the end, it's the technology that will make the difference. A possible differentiator for AGE is the iTR product for regeneration, and its pursuit of cancer diagnosis and treatment using the same genetic markers as iTR. Those are much different, though perhaps complimentary, technologies than the pluripotent stem cell solutions that BTX, AST and even AGE itself are pursuing. And with AGE re-formulating an FDA approved drug for iTR, they may be to market (as in 2019) much sooner than the others.

[terry hallinan]

Anyone have an idea why this time it might be different?

Ain't you never heard of Einstein and the time-space warp? :-)

Times change and so does market mythology. It appears we may be back to another time of one-decision stocks with even Warren Buffett plunging on the trillion dollar stock. Did all Warren's cash cows get bought up?

For myself, I watched - just watched - the unschooled physicist Stanford Ovshinsky make himself and his happy stockholders rich with true science that wasn't in the books until he put it there. The decades flew by before Stanford made a dime of profit aside from sale of stock.

Today people want earnings now and the future can go hang.

West's companies starting with GERN are all very different with OCX almost conventional looking to sell hypermodern chemistry in the future. I expect BTX to be first to really change the world with OpRegan. AgeX is so far out it is still very scary to me but I have been truly surprised by Juvenescense.

I expected the BIG J to be like a certain "activist" fund with downy-faced MBA's giving bad advice to management of a biotech that tried to fight off the fund with its own lawyers.

A very bright prospect took on a lot of shade for me with such help.

Times will change again. They always do. For better or worse I have no knowledge or lean.

Best, Terry

[madprophet]

What I think the difference is...
Juvenescence.
They just ponied up a bunch of cash to get AGE shares before the spinoff.
I like who they are and what they do and something has them seriously interested.