Category Archives: Regenerative Medicine

Six steps to fighting non-compliant cell therapy treatments. — The stuff of grey shades, spades, ivory towers and (ahem) balls.

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Cell Therapy Industry Group Welcomes its 4,000th member

I'm pleased to point out that today the LinkedIn Cell Therapy Industry Group welcomed its 4,000th member today.

The Cell Therapy Industry group was created to serve as a network of those in the cell therapy industry. The group acts as a vehicle for referrals, networking, information, and facilitating collaboration. The group's focus is on the activities of companies in and serving the space.

The group began in July 2008. It took 2.5 years to reach the first 1000 members, 9 mos to reach 2,0000, 6 months to reach 3,000, and 6 months to meet today's 4,000 member mark.

As is typical, there is a very high percentage of passive participants but the group benefits from an avid group of participants who post, share, exchange, and debate on a range of topics ranging from regulatory, clinical, commercial, scientific, manufacturing, financial, and other topics of interest to the group.

As the group has grown I've noted two trends pertaining to the composition of the membership: (a) having tapped out the c-level suite, growth is increasingly coming from down the hierarchy of the corporate food chain and including those in the operational trenches, and (b) a much higher ratio of new members of late is from outside the US, presumably as LinkedIn increasingly penetrates OUS markets.

We strive hard to maintain the quality of the participation by screening each applicant, deleting off-topic posts, moving promotional posts to the "promotions" tab" and encouraging a balance of news-sharing with useful discussion threads.

I'm proud to say the group has become a vibrant and valuable part of the sector due to the hard work and contributions of all involved.

As these kind of virtual networks become exponentially larger and provide different value than the professional societies representing the sector, I will be fascinated to watch if and how this affects how sectors like our interact and how this will impact the traditional value proposition of member-based professional societies.

If you are not a member of the LinkedIn Cell Therapy Industry Group, check it out.

--Lee

http://www.celltherapyblog.com hosted by http://www.celltherapygroup.com

Source:
http://feedproxy.google.com/~r/CellTherapyBlog/~3/EOlUEgJGsTQ/cell-therapy-industry-group-welcomes.html

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GEN’s “Cellular Therapy Wave Finally Cresting”. An overview and data set.

We first provided a listing (with very few details) of industry-sponsored late-stage (pivotal, phase 3 and 2/3) cell therapy clinical trials on this blog late last year (see the posting here).

We are now pleased to we have worked with Genetic Engineering and Biotechnology News and Enal Razvi of Select Biosciences to provide an updated (as of June 2012) and more detailed listing of industry-sponsored late-stage (pivotal, phase 3 and 2/3) cell therapy clinical trials (excluding cell-based immunotherapies which we intend to cover in a follow-up article).

A link to the listing can be found in an article published today entitled "Cellular Therapy Wave Finally Cresting" found in the November 1, 2012 issue of GEN.

While not my favorite title, the article is a brief - but we hope useful - overview of the sector and its pipeline. It also provides a snapshot of the cell therapy products already in commercial distribution.

Some will quibble about the numbers. Certainly others have published larger revenue numbers, for instance, but in our view these have almost always included revenue from cord blood banking which we have excluded.

We encourage you to read the article but for convenience here is a direct link to the spreadsheet. Of course it's already out-dated but we'll do an update again soon here on this blog.

Hope this is useful.

--Lee

http://www.celltherapyblog.com hosted by http://www.celltherapygroup.com

Source:
http://feedproxy.google.com/~r/CellTherapyBlog/~3/ctijFXeY01M/gens-cellular-therapy-wave-finally.html

Posted in Regenerative Medicine | Comments Off

GEN's "Cellular Therapy Wave Finally Cresting". An overview and data set.

We first provided a listing (with very few details) of industry-sponsored late-stage (pivotal, phase 3 and 2/3) cell therapy clinical trials on this blog late last year (see the posting here).

A link to the listing can be found in an article published today entitled "Cellular Therapy Wave Finally Cresting" found in the November 1, 2012 issue of GEN.

We encourage you to read the article but for convenience here is a direct link to the spreadsheet. Of course it's already out-dated but we'll do an update again soon here on this blog.

Hope this is useful.

--Lee

http://www.celltherapyblog.com hosted by http://www.celltherapygroup.com

Source:
http://feedproxy.google.com/~r/CellTherapyBlog/~3/ctijFXeY01M/gens-cellular-therapy-wave-finally.html

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CIRM addresses some tough questions. Is it all just glass towers and basic research?

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Cell therapy portfolio outperforms major indices year-to-date

On August 10 we created a model portfolio in Google Finance of 29 public companies in the cell therapy sector then we compared how that portfolio was doing against the major indices year-to-date (Since 1 January 2012). See that post here. Bottom line: even though we are still in a relatively bullish market, the CT portfolio was doing better. Significantly better.

So how is the sector portfolio doing now that we've been through three quarters?

CT model portfolio compared to 3 major indices YTD

In case you can't read the image above, the blue line represents the cell therapy portfolio and here are the stats on performance since 1 January 2012:

Cell Therapy Portfolio: +24.44%
Dow Jones: +4.5%
S+P 500: +6.78%
Nasdaq: +10.26%

The only change I've made to the portfolio of 29 companies listed in our August 10 post is to add Thermogenesis (KOOL). Today its stock is at .968 up from .7 at the beginning of the year.

You do or should know, I'm no financial analyst. I'm not entirely sure what assumptions are behind this 'model portfolio' or precisely what one should take from this snapshot but what is clear to me is that at least from one perspective the sector is treating investors fairly well.

I certainly welcome comments from more sophisticated investors or analysts. In fact, if anyone with that kind of experience or expertise wants to write a guest post on this blog providing a more sophisticated commentary on what this all means, I would very much welcome the contribution.

In the meantime, I hope this helps.

_________________

Post-publication addition:

Carter Gould, Associate Biotech Analyst at Dawson James Securities emailed me to point out that the cell therapy portfolio is simply riding the bull wave of biotech in general and and the portfolio has not done even half as well as the broader biotech (BTK) index which is up 45% YTD. All very true. Here is a YahooFinance snapshot of the BTK performance vs the three major indices.