Posted on 05/15/2013 3:34:26 PM PDT by neverdem
This interview was conducted by George S. Mack of The Life Sciences Report (5/10/13)
Stem cell companies have languished long enough in micro-cap territory. The industry is now approaching highly visible phase 2 and phase 3 catalysts that will produce results never before seen in medicine. Managing Director and Senior Biotechnology Analyst Jason Kolbert of the Maxim Group has staked out a select group of nascent cell therapy companies positioned to reap huge gains for investors willing to diversify. In this interview with The Life Sciences Report, Kolbert reflects on the regenerative medicine space following the recent RegenMed Investor Day conference, and makes an enthusiastic case for his very best ideas.
The Life Sciences Report: Jason, I enjoyed the RegenMed Investor Day conference on April 17 in New York City, which was sponsored by the Alliance for Regenerative Medicine (ARM) and co-hosted by your firm, the Maxim Group, with Burrill & Company and Piper Jaffray. The conference was clearly oversold, and there appeared to be roughly twice the number of people originally expected. Could that meeting have been an inflection point at which investors decided that the stem cell field is worth looking at?
Jason Kolbert: Thank you very much, George. The answer is yes, I think it was a watershed event. I don’t think this conference would have been possible two or three years ago. But today we have companies like Mesoblast Ltd. (MSB:ASE; MBLTY:OTCPK), which has a market cap of under $2 billion ($2B) with $332M on its balance sheet, and which is partnered with Teva Pharmaceutical Industries Ltd. (TEVA:NASDAQ) in a global, pivotal, 1,700-person trial in congestive heart failure (CHF). The trial is getting ready to launch, so institutional clients covering Teva came to the RegenMed meeting. That’s something we wouldn’t have seen two or three years...
(Excerpt) Read more at trefis.com ...
The word embryonic is mentioned twice. Of the companies mentioned, only one company is trying to use human embryonic stem cells.
Adult stem cells seem to be offering the only effective treatments right now. Embryonic stem cells just haven’t been successful.
Interesting stuff.
I figured this stuff was still 10 years away.
Looks like it might come in quicker.
Medicine seems to moving as fast as everything else these days.
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