My Perspective: Sernovas Cell Pouch Market Share The world has been waiting for a functional cure to insulin regulatuon for Type 1 Diabetes for a long time. Knowing what friends go through with insulin injections, calculations, etc....its mind blowing that insulin is the best we have.
Already showing efficacy and safety signs in both animals and now human trials, the cell puch harnesses the ecosystem for cell therapy to do its work.
Now....look at the breadth of what cell therapy is set out to do, its far more than what Sernova publishes on the 3 scopes of its initial intent. This cell pouch has the cabability to be the standard for the cure of so much out there.
And the best part? Thei cell pouch technology is trademarked and protected, so they have a cash-cow of a device protected from generics and other competitors to do something simiar. Not to mention they are all well behind in their research as compared to where Sernova is.
I wouldnt be surprised to see this in the 50-60 range in 1-2 years time once Phase 2 is near completion and Phase 3 is well undwerway. A buyout would push this to the 80-100 range at a minimum. I suspect Dr. Toleikis knows how massive this market share is for the future and will not give up this baby he put so much of his life into.
Good work longs!!!!! Enjoy this ride ;)