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Doctor_Hari_Seldon

11/05/18 10:01 AM

#6484 RE: Paulness #6483

Good news. Especially the fact that nearly 2 years of time has not shown any safety issues or problems associated with possible dying cells and the brains removal of them. So safety looks very good so far. Then the statement;

'The % OFF-Time, which is the time of day when levodopa medication is not performing optimally, and PD symptoms return, decreased an average of 24% for the first cohort and 49% for the second cohort at six months post-transplantation. The same was true for % ON-Time without dyskinesia, which is the time of day when levodopa medication is performing optimally without dyskinesia. The % ON-Time increased an average of 19% for the first cohort and 33% for the second cohort during the same period. The quality of life of the patients as measured by the Parkinson's Disease Quality of Life Score-39 (PDQ-39) Summary Index, improved 15% for the first cohort and 47% for the second cohort at six months post-transplantation.'

is quite encouraging. I agree the need for placebo and more pure efficacy study is needed, which seems likely in Phase II. They mention phase II, but not any real details yet of plan and timing. I trust them to get there in relatively short order after Phase I is completed, as they seem to do what they say they will do on a rather consistent basis. But the fact that the levodopa and dykinesia times improve directly with dosages are supportive findings. That alone could help a lot of patients. Hopefully in an efficacy study stage, dosages will be even higher and stable improvements in lowering PD symptoms during off times will be presented. In any case, as I indicated a long time ago during the primate studies, it is great to get to the human trials where you can actually communicate with the patient for details on how they feel and what they notice about the treatment.

If ISCO's subsidiary work continues to show growth, coupled with the PD treatment clinical phases for the human trials, I am having a hard time seeing this stock remaining under $10/share. Even when you factor in the built-in and potential new dilution, it seems share prices are very undervalued. I wonder if they have a longer range plan to move to a higher recognition board once their platform is proven clinically. I think that is what they need to do at some point in the not so distant future. They seem to do all or most of the reporting necessary to qualify for higher boards, so I don't think it will be a major problem or effort for them to get it done. I assume they are still more focused on subsidiary business health and the clinical studies at the moment, which is fine by me. I would rather have a strong corporate foundation and clinical results heading to a larger board than heading to a larger board in a weaker overall position. That happens all too often with other companies.

Well, overall, I wish there was a little more information on phase II, but very good news none-the-less.

Wishing all the best of good buys!

HS