Post by
Stockfshr on Feb 17, 2022 11:27pm
My takeaway on latest interview
Sernova has one patient in their clinical study that has been insulin independent for 24 months (out of a cohort of 7) and another for 4 months. This study is using human donor islets and immunosuppressive drugs. A great start but not what Sernova aspires to. They are having some success with stem cell derived technologies that pharmaceutical companies in collaborations are bringing to the table to combine with Sernova techologies to get long term insulin independence in pre-clinical models. This is what the pharma's are really interested in and it would provide the opportunity to treat millions of patients. Unlimited cells from a collaboration here would be a game changer. The type 1 market is huge but 30% of type 2 diabetics become type 1. This market is much larger and Sernova see's a big opportunity here as well.
What to watch for:
Additional data on local immune protection conformal coating progress re: collab Univ of Miami
Toronto big board graduation - increased liquidity including institutional investing
Worldwide exclusive license agreement with stem cell derived technology to provide a functional cure for diabetes - the total solution.
All in my opinion and just for profit.
Comment by
Stockfshr on Feb 17, 2022 11:55pm
Also, towards the end of 2022, look for updates on progress towards a new clinical indication on thyroid disease. Yes, I am pumped. Regenerative medicine should be a huge market, I think. The best investing and the best reward is to help people who are struggling through no fault of their own. This is my best pick to do just that. Best of luck to us all.