For Long Term Holders Only!

[Young1ne]

I really hope people don't sell just because of a preconceived bias against reverse splits. Every reverse split is unique, this has to be evaluated on it's own IMHO.

The science has only improved in the last few years, so if you believe in the science, and made it through the last dilution, I hope those people will reconsider what this RS means. It isn't dilution. It is moving from a joke of an exchange to a real exchange. It is trading in penny stock status for legitimate company status. This is positive IMHO

EXXXXAAACCTTLLLYYY!!!!!!!!!!!

The Science is IMPROVING & SO IS THE PATIENTS VISION, & SO IS THE COMPANY!!!!! This is a BLUE CHIP company in the making! IF you guys were waiting for $1 from .1 wait till you see a HGSI type movement from 2.50 (Obviously not exact) TO $33 after announcing Phase II/III results! AND.... Our PRESS RELEASES will actually mean something.. People will read into it and say Oo Ishh.. Let me get in NOW!!

lol ahhhh i'm too excited!!!! Vision is still improving or is stable for AMD.. What will 100k-200k DO!!!!! Lanza Speak To Me lol!!!!

[pacman]

Our PRESS RELEASES will actually mean something.. People will read into it and say Oo Ishh.. Let me get in NOW!!!

Young1ne, now thats the line I was trying to find, well said mate

[Bigcat]

Ceasar,

I have a question for you now that the RS is in play. Earlier this year you made a call that the price might be $20 per share in 2013. That amount was before the RS. Now the questions is how does the RS play into your amount? I know that you are only making your best guess but it would be interesting to see. A $20 with no reverse split would be $800 of a 40:1 split. Just curious to see how this might change your calculations. Time will tell in the end.

Thanks
Mike

[blackjaxxs]

Hi Ceasar,

Given your background, I have a question for you. How likely is it in your best judgement, that Rabin & Co. over-looked, or somehow never dreamed that cells could not be brought into China given the amount of D.D. required to set up a partnership like the alluded to... Chinese partnership that we're all suppose to just sweep under the rug now and focus on the new shiny toys.

[jckrdu]

Hi Ceasar,

Given your background, I have a question for you. How likely is it in your best judgement, that Rabin & Co. over-looked, or somehow never dreamed that cells could not be brought into China given the amount of D.D. required to set up a partnership like the alluded to... Chinese partnership that we're all suppose to just sweep under the rug now and focus on the new shiny toys.

Below is the detailed update Rabin gave on China during the conference call. Sorry, nothing is being "swept under the rug". Things are moving forward, but just like Rabin's first mention of a potential JV in China, he never gave a definitive timeframe. The only people that are disappointed IMO are wishful thinkers that read too much into his original comments.
__________________________________________________ ___________________

Hugo Rossi: Good Morning Gary. Congratulations on your success up to this point. You have very exciting things going on. I was kind of curious if you comment a little bit on - in one of your last conferences…conference calls, I believe you mentioned that there were three companies from China interested in partnering up with ACTC. Would you be able to comment on that progress, what is the status of that at this point?

Gary Rabin: We are in discussions with those three companies about doing some kind of partnership in China. There are a lot of moving parts in China in terms of regulatory as well as intellectual property protection and we are very focused on that. And we are moving the ball, you know, forward there and it is an area where we are extraordinarily interested in. China is exciting not just because of the RPE program but outside the United States…. In the United States, of course, there is a culture of organ donations, so there are eye banks around. And I think as you may know we have actually created sheets of corneal endothelial tissue…and in China there is no culture of organ donation. So, in places like China corneal disease is almost as significant an indication as retinal disease. So there are a lot of things that the Chinese potential partners are interested in related to our science. But, you know, we have to be very methodical here, we are breaking new ground from a regulatory perspective and obviously protecting this company’s intellectual property is critical, not only from the risk of pirating, that is obviously one of the things that people worry about, but also control of ourselves. We wouldn’t want to have an ongoing trial, for example, where the surgeries are done in such a way that they could jeopardize the safety record that we are developing in the US and in the UK. So, having control over the entirety of the process is really critical to us. And working through the Chinese local regulations in terms of foreign ownership and foreign involvement, you know, we are weaving our way through it. So, it’s quite a process but we are very excited for this market and I am quite confident that we are going to be able to put something together that is really very attractive.

[blackjaxxs]

Below is the detailed update Rabin gave on China during the conference call. Sorry, nothing is being "swept under the rug". Things are moving forward, but just like Rabin's first mention of a potential JV in China, he never gave a definitive timeframe. The only people that are disappointed IMO are wishful thinkers that read too much into his original comments.
__________________________________________________ ___________________

Hugo Rossi: Good Morning Gary. Congratulations on your success up to this point. You have very exciting things going on. I was kind of curious if you comment a little bit on - in one of your last conferences…conference calls, I believe you mentioned that there were three companies from China interested in partnering up with ACTC. Would you be able to comment on that progress, what is the status of that at this point?

Gary Rabin: We are in discussions with those three companies about doing some kind of partnership in China. There are a lot of moving parts in China in terms of regulatory as well as intellectual property protection and we are very focused on that. And we are moving the ball, you know, forward there and it is an area where we are extraordinarily interested in. China is exciting not just because of the RPE program but outside the United States…. In the United States, of course, there is a culture of organ donations, so there are eye banks around. And I think as you may know we have actually created sheets of corneal endothelial tissue…and in China there is no culture of organ donation. So, in places like China corneal disease is almost as significant an indication as retinal disease. So there are a lot of things that the Chinese potential partners are interested in related to our science. But, you know, we have to be very methodical here, we are breaking new ground from a regulatory perspective and obviously protecting this company’s intellectual property is critical, not only from the risk of pirating, that is obviously one of the things that people worry about, but also control of ourselves. We wouldn’t want to have an ongoing trial, for example, where the surgeries are done in such a way that they could jeopardize the safety record that we are developing in the US and in the UK. So, having control over the entirety of the process is really critical to us. And working through the Chinese local regulations in terms of foreign ownership and foreign involvement, you know, we are weaving our way through it. So, it’s quite a process but we are very excited for this market and I am quite confident that we are going to be able to put something together that is really very attractive.

Jckrdu,

Thanks for your efforts. Yes, this is what Rabin should have stated in the Nov. C.C.. that we're working with interested parties in China and not... I can't wait to introduce you to our Chinese partners. That sounds very finalized... and IMO intentionally stated that way. I just hope no one here injects any 'wishful thinking' into Rabin's comments about 15 institutions lining up to inject millions of dollars into ACT once we hit the big-board... it could get the best of you. Alright, I gotta watch Towerheist now!

Blackjaxxs

[gebroida]

Jckrdu,

Thanks for your efforts. Yes, this is what Rabin should have stated in the Nov. C.C.. that we're working with interested parties in China and not... I can't wait to introduce you to our Chinese partners. That sounds very finalized... and IMO intentionally stated that way. I just hope no one here injects any 'wishful thinking' into Rabin's comments about 15 institutions lining up to inject millions of dollars into ACT once we hit the big-board... it could get the best of you. Alright, I gotta watch Towerheist now!

Blackjaxxs

It sounds finalized because he NEVER said that. Please stop posting this nonsense all over the boards.





Minute 29:24: As we introduce to you in not I can't Wait

[Ceasar de Cuenca]

Ceasar,

I have a question for you now that the RS is in play. Earlier this year you made a call that the price might be $20 per share in 2013. That amount was before the RS. Now the questions is how does the RS play into your amount? I know that you are only making your best guess but it would be interesting to see. A $20 with no reverse split would be $800 of a 40:1 split. Just curious to see how this might change your calculations. Time will tell in the end.

Thanks
Mike

Hi BigCat,

This expectation for 1Q2013 is based on a JV happening in the next 6 months.
The Trials are trending favorably in terms of 100% visual acuity improvement.
If we survive in the next 6 months without a takeout, and a JV with a Roche or a Novartis is signed
with a 20% Purchase Requirement to buy into ACTC Ownership.
And we file for a Blood and Platelets IND... early 1Q2013.

Our 1.7 billion outstanding shares will be around 42.5 Million shares.
Our SMD and Dry AMD Franchise is 1 lipitor
and our Blood/Platelets/Biologics Franchise is another lipitor.
or, the equivalent of 2 Genentechs purchased in 2009 by Roche for 47 billion dollars.

My problem now, is "the public perception of a medical 800 dollar gorilla vs. a 500 dollar gorilla that is an Apple" vs. a 20 dollar stock
that can make a blind person see again!

Based on this new scenario, I will temper my personal outlook to around $100 at the minimum, and a maximum of $200.00, if and when, we can reach agreement with Europe and the FDA for Compassionate Use and a Pivotal Phase 3 Trials moving into the 2nd half of 2013.

This change is simply based on this perception:

(100 shares @20 = $2000.00) vs. (100 shares @ 800.00 = $80,000)

Cuenca

[Ceasar de Cuenca]

Jckrdu,

Thanks for your efforts. Yes, this is what Rabin should have stated in the Nov. C.C.. that we're working with interested parties in China and not... I can't wait to introduce you to our Chinese partners. That sounds very finalized... and IMO intentionally stated that way. I just hope no one here injects any 'wishful thinking' into Rabin's comments about 15 institutions lining up to inject millions of dollars into ACT once we hit the big-board... it could get the best of you. Alright, I gotta watch Towerheist now!

Blackjaxxs

Originally Posted by jckrdu
Below is the detailed update Rabin gave on China during the conference call. Sorry, nothing is being "swept under the rug". Things are moving forward, but just like Rabin's first mention of a potential JV in China, he never gave a definitive timeframe. The only people that are disappointed IMO are wishful thinkers that read too much into his original comments.
__________________________________________________ ___________________

Hugo Rossi: Good Morning Gary. Congratulations on your success up to this point. You have very exciting things going on. I was kind of curious if you comment a little bit on - in one of your last conferences…conference calls, I believe you mentioned that there were three companies from China interested in partnering up with ACTC. Would you be able to comment on that progress, what is the status of that at this point?

Gary Rabin: We are in discussions with those three companies about doing some kind of partnership in China. There are a lot of moving parts in China in terms of regulatory as well as intellectual property protection and we are very focused on that. And we are moving the ball, you know, forward there and it is an area where we are extraordinarily interested in. China is exciting not just because of the RPE program but outside the United States…. In the United States, of course, there is a culture of organ donations, so there are eye banks around. And I think as you may know we have actually created sheets of corneal endothelial tissue…and in China there is no culture of organ donation. So, in places like China corneal disease is almost as significant an indication as retinal disease. So there are a lot of things that the Chinese potential partners are interested in related to our science. But, you know, we have to be very methodical here, we are breaking new ground from a regulatory perspective and obviously protecting this company’s intellectual property is critical, not only from the risk of pirating, that is obviously one of the things that people worry about, but also control of ourselves. We wouldn’t want to have an ongoing trial, for example, where the surgeries are done in such a way that they could jeopardize the safety record that we are developing in the US and in the UK. So, having control over the entirety of the process is really critical to us. And working through the Chinese local regulations in terms of foreign ownership and foreign involvement, you know, we are weaving our way through it. So, it’s quite a process but we are very excited for this market and I am quite confident that we are going to be able to put something together that is really very attractive.

Hi Blackjaxxs,

I actually do not give credence to Rabin's claim of "piracy" as the major issue that prevented him to close the China JV.
The main reason why he could not close the China JV, at least in my personal opinion are as follows:
1. The Type of JV that you need in China will need full control of ACTC of a wholly owned subsidiary in China, and these simply means
cash and resources in local manufacturing, legal, R&D, and administration which ACTC do not have at this time. This is a complex endeavor which ACTC is not capable of implementing at this time. But, yes... China is very important... and ACTC will just have to wait to do this, when they reach the time that they have enough resources to do this. Rabin was just excited, and could have been more retrospect in his choice of words.

2. The other reason, is that a Global JV is under consideration at we speak. And China, will be a key factor in this negotiation. And obviously, Roche and Novartis... will have a much better chance of better managing a China subsidiary doing SMD and Dry AMD, than a 30 head count Company in MA. This approach is less risky than the #1 option above.

Cuenca

[jckrdu]

Jckrdu,

Thanks for your efforts. Yes, this is what Rabin should have stated in the Nov. C.C.. that we're working with interested parties in China and not... I can't wait to introduce you to our Chinese partners. That sounds very finalized... and IMO intentionally stated that way. I just hope no one here injects any 'wishful thinking' into Rabin's comments about 15 institutions lining up to inject millions of dollars into ACT once we hit the big-board... it could get the best of you. Alright, I gotta watch Towerheist now!

Blackjaxxs

Sorry Black, but you keep repeating things that Rabin did not say. We can't have an honest debate if you're going to continually repeat inaccurate statements and claim that Rabin stated them.

[hophead]

Ceasar, question on the lack of a U.S. jv right now. Is it possible that after consulting with langer, the company is confident that compassionate use revenue is pretty much a given and going it alone in the states is the way to go for this simple fact? I'm starting to think that we may never see a U.S. jv and that we will utilize the cash from an early eu or china jv/compassionate use revenue to reach our goals.

[BioDigger]

I'll be making my plane rez soon. Want to use miles.

BD

[BioDigger]

Pacman: You have, I believe, misinterpreted his comments on the M-stem cells. Here is what he actually said:

We have made some huge strides forward in using mesenchymal stem cells and evaluating how those can be used in ocular disease. The creation of these mesenchymal cells, which mesenchymal cells itself are involved in some 200 trials that are going on, but there are some very significant advantages to human embryonic stem cell derived mesenchymal cells particularly in the telomere length of the cells and the robustness of the cells.

He does NOT say that these cells extended the length of the telomeres, only ......"particularly in the telomere length". So, I don't think we have any fountain of youth here, just robust cells with long telomeres. That's an advantage but it isn't growing telomere lengths on shortened telomeres, which is what would be required for the F of Y.

BD

[RufusT]

Ceasar, there is actually decreased volatility now because of the tendency for so many to dump increasingly large numbers of shares on any given pop. That's why we can't climb out of this. The move to Nasdaq is inevitable, and not only will provide an underpinning of support by institutional investors, but will also provide a large field of unknown and unpredictable investors. It will be a new ball game, with far greater risks for traders.

[Ceasar de Cuenca]

Ceasar, question on the lack of a U.S. jv right now. Is it possible that after consulting with langer, the company is confident that compassionate use revenue is pretty much a given and going it alone in the states is the way to go for this simple fact? I'm starting to think that we may never see a U.S. jv and that we will utilize the cash from an early eu or china jv/compassionate use revenue to reach our goals.

Hi Hophead,

I will approach your question purely from an "operations point of view".

ACTC has no "Enterprise Level Management System" that will allow it to do what you have in mind. ACTC has Zero.
To set this up you will need IT people, Custom Software, Administration and Operations People. ACTC has Zero.
Then you will need to build QC, QA, Marketing and Sales, and Logistics.
Then you will have to plan and build a factory.

How many times do I need to say, that you will need at least 2 years just to plan and to build a factory?
So, You will need a factory for RPE Cells!
And you will need a factory for Blood and Platelets!
Also note, that the Blood and Platelets IND Trials will be very short.

Then ACTC will have to fund and hire for the other 5 product platforms that Rabin just talked about
in the latest CC!

Who are going to do all of these!

Cuenca

[hophead]

Thanks Ceaser. Makes sense.

[Bubba536]

Ceasar,
I believe you are referring to this type of company and the commitment they make to provide a superior Quality Controlled product on a worldwide basis. CSL Behring USA| About CSL Behring

[Ceasar de Cuenca]

Ceasar,
I believe you are referring to this type of company and the commitment they make to provide a superior Quality Controlled product on a worldwide basis. CSL Behring USA| About CSL Behring

I am very much aware of Behring. I have been to their Marburg plants in Germany.
They will be very interested on ACTC's Biological Derivatives. The cost differential will be huge!

Cuenca

[stemedga]

I personally can't wait for the day I see the whole ACTC team doing the Opening Bell :-) followed by Gary & Lanza being interviewed by Maria Bartoromo.

Geb,
This would be my dream come true. Knowing the perimeters this is possible with our current understanding. The future is ours if we can only touch it and feel it. My sense is it is real.
Eddie

[michaelbrom]

do the icell managers get to come too???? hahah....
or maybe just feeeeed and bigcat?