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Biotech / Medical : Cytori Therapeutics, Inc. -- Ignore unavailable to you. Want to Upgrade?


To: SnowShredder who wrote (59)3/26/2006 3:08:08 PM
From: JustKidding1  Read Replies (1) | Respond to of 251
 
Hi Snowi,

sorry for the delay! Have been on skiing vacation - actually broke a leg and am lieing in hospital right now, surfing via laptop and cell phone (as modem)!

I think your calculation is great. Although this is only a rough assumption it gives a nice indication of the future earnings potential and shows the significant undervaluation of cytx in comparison to its peers and its potential.

Your calculation even doesn´t include cosmetic procedures in Europe or Asia and as you stated breast augmentation is just the top of the iceberg!

But apart from both of us nobody else on this board seems to follow our gem. I follow the stem cell sector for almost 2 years now but i don´t know of any company in the space that is better positioned than cytx. They just lack visibility!

To my knowledge the japanese doctor (Kotaro Yoshimura - University of Tokio) has already conducted 20 cosmetic procedures. He and Cytori are going to start a more formully clinical trial during the first half of this year to gain regulatory approval.

Here is a link that might give you some insight of the technique: cosmetic-medicine.jp

But the real blockbuster indication is treatment of congestive heart failure/myocardical infarction. CYTX is well positioned to enter this market far ahead of all competitors because we are judged by the process(IDE), while astm, gern and others have to show efficancy and security (IND).

I firmly believe that cytx will be able to sign at least two big contracts over the coming twelve to eighteen months with their upfront payments easily exceeding current market cap.

First contract will be for heart failure treatment. Assume the heart trials in Europe (beginning during first half of this year) will deliver results 6-12 months thereafter. If they can maintain the demonstrated improvements shown on animal studies (12% improvement lvef) that would be absolutely outstanding. Competitors reported improvements of only 4-7% of lvef while we might offer complete cure! Major pharmas/bios will desperately beg for collaboration!

Second contract will be a deal with olympus in the field of regenerative medicine. Although not disclosed I think they aim to target the field of bone engineering. The japanese guys are so keen on the not further specified indication that they were willing to pay 1.5 million $ ONLY FOR THE EXCLUSIVE NEGOTIATION RIGHTS!!!

Next months will be interesting to follow.

just my two cents, greetings from germany

gulliver