Sthree Share Discussion Threads

[donaceaceace] 21/12/2008 23:02

xmas 2009/10/11/12/13/14/ - or even 2030:)

[hyper al] 12/12/2008 11:08

Would be nice for investors and employees to know what is happening before Christmas.

[hyper al] 06/12/2008 18:34

Just found this, a talk given at the 'European Stem Cells and Regenerative Medicine Congress 2008' 14 May 2008

"12.00
Closing the gap between biotech and big pharmaceutical companies

• Are big pharmaceutical companies ready to invest in stem cell businesses?
• Exploring the logistics of funding for small research bodies alongside big pharmaceutical companies
• Talent retention issues and the import of liberalised funding

Dr Alastair Riddell, Chief Executive Officer,
Stem Cell Sciences"

I think we will find out soon, the answer to the first question.

[hyper al] 28/11/2008 12:28

Think it could be one or two months before we get any news.

[the_doctor] 28/11/2008 12:03

Worth looking into:

European Patent Office rejects WARF stem cell application again
Regulators in Europe have ruled against permitting a patent on developing human embryonic stem cells (hESCs), a move which could represent a major blow to companies working commercially in this area

[konkel] 25/11/2008 12:12

In the "investment" business.

[hyper al] 25/11/2008 10:39

So few people have an investment in this company.

[hyper al] 25/11/2008 09:04

konkel

"20 years in this business"

What business is that?

[konkel] 25/11/2008 09:02

Let's not mud slinging just because there's a difference of opinion. All I'm saying is that in 20 years in this business, the typical outcome for companies that have used those fateful words "clarifying its financial position" has not been a happy one.

For all those in it, good luck and for those out, lucky you!

[the_doctor] 25/11/2008 08:43

I dont think that it'll happen, just that it potentially ticks a number of OXB's boxes:

- small
- innovative proprietary technology
- applications in neuro/ niche diseases
- UK based (not sure why that is necessary, but OXB apparently said they were looking at UK opps)

But, does it have any near term drives of the sort that OXB suggest?
That said, do any cheap companies have any? It takes money and time to get products to trigger points.

SLN IMO has its own plans, but I do see it as a distinct possibility.

(I've posted this on the OXB thread also)

[hyper al] 25/11/2008 08:42

the_doctor

Can't really see how 'Stem Cell' fits into OXB's current developments. Can you explain why you think OXB would work with or go for 'Stem Cell'?

[kmjs] 25/11/2008 08:35

Doc

"I wouldnt be too shocked at all to hear of OXB buying them".

My initial thoughts too when I first read the suspension RNS, but only because
OXB have mentioned possible acquisitions.

If you are serious, how do you see STEM fitting in with OXB better than say
an SLN merger?

IMO, even if OXB did want this company, they would be easily out bid.

DYOR

[the_doctor] 25/11/2008 08:22

pran, I'm not. I dont even hold the stock - and people are now fixed either in or out for the meanwhile.
I just think there is a good chance it will have a positive outcome.

Hyper - are/were they that close to the line in terms of cash then?

I very much agree with your 109. Many overlook the importance of that.
If Pfizer had licensed IP, that could be different, but they wont want Stem going down the pan.

[hyper al] 25/11/2008 08:16

konkel

You talk absolute rubbish. OK, your scenario may work in some business sectors, but you obviously don't have a clue about this one.

Takeovers and JV deals in this line of business at this level are more to do with the people assets. If a company wants good quality staff in a field which has a limited number of highly skilled individuals, you have to show recognition for the work they have done. In return you get their full support and happy quality staff and in this case a superb portfolio of scientific development as well.

[pranchalee] 25/11/2008 08:11

doc dont count on a bailout

[the_doctor] 25/11/2008 08:07

"impossible to re-finance through traditional means"

Another stem cell co got $20m just recently, as per above

[konkel] 25/11/2008 08:05

So, they're out of cash in a market when it's impossible to re-finance through traditional means. Let me think what I'd do if I were Pfizer (or anyone else who fancies SCS's assets)? Imagine the conversation:

PFE: so guys, you're a busted flush and can't borrow any cash from either the banks or shareholders?

SCS: er, yes, afraid so.

PFE: ok, as a special favour we'll bail you out, take you over as it were. How does 1p per share sound?

SCS: I guess that's the best we can hope for......done!

Bye bye shareholders.

[the_doctor] 25/11/2008 08:04

I wouldnt be too shocked at all to hear of OXB buying them

[the_doctor] 25/11/2008 07:59

Selling to PFE would seem an obvious one!?

I think they'll be ok - good luck Hyper!

[hyper al] 25/11/2008 07:53

konkel

How wrong you are!

Some companies do bite the dust.

More likely the long suffering shareholders in this company will see some real value added.

Just take a look at the last RNS, can't see Pfizer letting this one go.

Can't guess at what price that will be, but I'm sorry you can't now join the action!

[konkel] 25/11/2008 07:41

Another one bites the dust!

[hyper al] 20/11/2008 18:09

Come on investors. Take a look at this one.

I mean pfizer announced the other day that they are creating 'Pfizer Regenerative Medicine' a global unit that will grow in both the UK and US. This is the website



STEM has signed a Master Service Agreement of up to five years with Pfizer Limited, I assume to supply 'Pfizer Regenerative Medicine'

STEM have an amazing Patent portfolio, not that anyone cares.

I bet Pfizer will in 5 years time.

[hyper al] 20/11/2008 09:49

One small trade today, considering the news that's amazing.

"Stem Cell Sciences plc (AIM:STEM, ASX:STC), a company focused on the commercialisation of stem cells and stem cell technologies, has signed a Master Service Agreement of up to five years with Pfizer Limited, the UK operating unit of the global research-based pharmaceutical company Pfizer, Inc. (NYSE: PFE). Under the terms of the agreement, SCS will provide research services, cell lines, media and reagents to support Pfizer's R&D efforts in this important field."

This is the RNS, just in case someone has got money to invest and like the look of this news.