The juxtaposition of the Obama administration's apparent positive view on the future of regenerative medicine, the deteriorating economy, the rapidly accumulating research results in the stem cell arena, and some updated product development time lines in certain of our sector companies, combine to create a prism through which the business models of sector companies can and should be reviewed.So that's what we're going to do.
We will be taking a look at several of sector companies beginning with Thermogenesis Corp (KOOL). We start with KOOL simply because the company is the first in the sector to have passed the $20 million in annual sales milestone.
KOOL is a manufacturer of proprietary cell processing and storage equipment. Cytori Therapeutics is in exactly the same business, so comparison of the two companies and their approach to the relatively new and rapidly growing therapeutic application of stem cells is revealing. Cytori will be the second company reviewed here. Stay tuned.
Not sure I'd agree Thermogenesis and Cytori are in "exactly the same business". I'll await your comparison...
--Lee
Posted by: Lee Buckler | December 13, 2008 at 10:58 PM