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H2R

01/04/19 3:28 PM

#206658 RE: biosectinvestor #206647

Hi biosectinvestor,

I too am invested in ATHX. Something from last month's PR caught my attention in their announcement of the Healios interest:

China now represents the second largest healthcare market in the world, surpassing Japan, and we and Healios both view it as being strategically important to our long-term goals and objectives,” commented Dr. Gil Van Bokkelen, Chairman & CEO at Athersys. “An executive advisor with extensive experience in China has been engaged by Healios to advise on multiple aspects of the opportunity, and we agreed with Healios that it was appropriate to implement this extension to allow us sufficient time to work together to more precisely define regulatory, manufacturing and potential commercialization activities in China.



How interesting in the context of NWBO.

Best of luck to Patients, NWBO, and Longs!

CogDiss 1188X

01/04/19 5:49 PM

#206692 RE: biosectinvestor #206647

It’s easier being in ATHX since I’m sitting on a nice gain — current position in NWBO is painful but if things go positively with the trial and FDA, it will be worth it, I believe. That’s a lot of IFs but it’s a grand slam or strikeout scenario for the most part. Not sure what I do if it’s a single!! Thinking about what that might mean before too much time passes since the 3-2 pitch may be upon us. Could be a balk! Jeez, who knew there were so many possibilities - lol!!

I was in MESO several years back and am contemplating a small position there. Would appreciate your thoughts there if you get a chance.

Saw you mentioned FATE in another post — I recently brought a small position there. I like that they’re working with Sloan-Kettering — great connection that puts you on the right side of things. Great pipeline too, though am concerned they will run into cash issues sooner than desirable — perhaps too many pokers in the fire. Athx had that problem in the past but they’re more focused now and have off-loaded some spend onto Healios.

GLTY