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TOPIC: Newsletter Edition # 3

Newsletter Edition # 3 05 Mar 2013 17:02 #232

  • fas
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I wrote a Newsletter tonight, kind of a warming-up for the CC on Thursday. If you are not on my list- make sure to register or simply read it here on site- its in this "Board & Blog" section. Nice software that updates automatically. :nice:
Of course- the content is mainly about the stuff I would like to know- all the other mundane things like revenue, cash burn, cost control and forecast I have been dealing with all my life and leave that to others now- it surely will be covered lol :grin:

And... of course you can pass it on- forgot to put that feature in the mail but will next time.

Good night
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Newsletter Edition # 3 05 Mar 2013 21:40 #233

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It would be nice to get some of the clarifications on the subjects you listed but I just dont see CC spilling the beans on too much once again. :evil:
Perhaps all the years has tainted me forever but I just see words such as OPEN, HONEST, INTEGRITY ect. being applied to this CEO !!!

I would settle for EXECUTION !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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Newsletter Edition # 3 06 Mar 2013 09:02 #237

  • brisauto1964
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Thanks for the newsletter Fas! I would have to agree with Hedge regarding the need for execution! The only logical question then is........Should it come in the form of Stoning, Hanging, Firing Squad or a combination of ALL!! :evil:

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Newsletter Edition # 3 06 Mar 2013 10:49 #240

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LOL....miss your wit on the YMB's Brian !!!
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Newsletter Edition # 3 06 Mar 2013 12:05 #241

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Hey guys-

I couldnt agree more with both of you.

Execution is what we have been needing for the past 6 years.

Its just when the "man" conducts a conference call, he should be executing answering my questions if possible and the deals he can do in his own time and if not yes we will send him to Wisconsin for a bout of genuine spanish inquisition. :evil: :KO:

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Board moderator and Site-owner. I still regret the day I started analysing the prospects of MacroPore (now Cytori) back in 2004- a left-over from the tech-bubble at that time from the century change in my portfolio- and became addicted to Cytori´s fat cell technology. :cry:

Newsletter Edition # 3 06 Mar 2013 12:13 #242

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Thanks Hedge. I still follow the YMB every day, Just in the off chance something of value is posted! Not that there's much chance of that.Except for your self and 1 or 2 other posts a month I haven't missed anything. It seems everything about Yahoo kinda sucks! I'm ashamed Marissa is from the same state as I am. You would think in the world of I'll scratch your back if you scratch mine, Her relationship with TT could count for something! :winky:

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Newsletter Edition # 3 07 Mar 2013 08:54 #248

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I'm not Spanish Fas, But I CAN FAKE IT!! :evil:

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Newsletter Edition # 3 11 Mar 2013 09:22 #269

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Fas, at the end of the conference call CC left an open invitation to investors who had questions to contact the company. This is a great opportunity to pose the questions that are pertinent given the information received during the conference call. Rather than each of us sending our own questions it would be best if they were collated by one individual (you?). That way the IR dept. would not be inundated by a large number of repetitative and in some cases irrelevant questions.

By replying to you they would be able to reach a greater number of investors in an efficient manner.

Thoughts.....?
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Newsletter Edition # 3 11 Mar 2013 10:17 #270

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John-

Sounds like a very good idea- personally I am busy at present doing restore procedures on my websites, by backing them up at my hoster and restoring them on my own desktop after installing Xampp- a local desktop server environment.

Later in the week-when I am done- I intend to write something on the CC anyway and could combine that with questions from the Raccoon Lodge brothers and sisters. So - anybody who wants to, can raise their points in this thread and I will pick them up. :write:
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Board moderator and Site-owner. I still regret the day I started analysing the prospects of MacroPore (now Cytori) back in 2004- a left-over from the tech-bubble at that time from the century change in my portfolio- and became addicted to Cytori´s fat cell technology. :cry:

Newsletter Edition # 3 12 Mar 2013 09:28 #271

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Heres my first question. Can a certified specialist in fistula, vascular or wound healing now perform the cellution procedure? Can they order specific kits direct from Cytori for those indications they specialize in?
Can they advertize stem cell heart therapy injections?

What I envision is a cellution machine set up in a clinic where many doctors have access to it. This would allow many doctors to share the 250,000 expense of the cellution machine. Advertizing costs could also be shared.

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Newsletter Edition # 3 12 Mar 2013 09:49 #272

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Joey, 250k in terms of a medical enviroment is not a lot of money! The problem is...........and I've talked to a lot of surgeons about this,,,,,,Convincing Doctors, patients and staff that Celution WORKS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! If someone has been told of the successes with a treatment by someone they "TRUST", THAT IS THE HOLY GRAIL!!
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Newsletter Edition # 3 12 Mar 2013 19:51 #273

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Brian
I agree with your statements but would like to add some additional thoughts.

First the 250K isnt chicken feed. For the translational research types grants and such can foot the bill but for a Doc's practice now its a gamble they can attract enough self pay patients to cover the cost of product, advertising and time not spent with other patient treatments (read lost revenue). In the hospital setting...its a bit different again because there are funds for such new treatments but Celution has to compete against other different and new treatments for the limited hospital dollar. University style hospitals would be the most likely to adopt first and as word spreads of success other hospitals will eventually want in for fear of losing their patient base. Without reimbursement...this can be a slow process.
Actual patient word of mouth is likely the last step that gets the fabled hockey stick sales ramp a reality. I still wouldnt underestimate the importance of reimbursement here again. Cytoris web site has several nice testimonials and we have several CE Mark aprrovals now and sales have still be slow. Not to mention the web site touting cosmetic procedures for how long now ? The patient psyche can be quite fickle and often doesnt follow what would seem conventional wisdom.
What was thought to be our first reimbursement, UK breast, is lost. That hurt. Japan for breast ??? Unknown. Fas thinks there is behind the scenes action that may bring a reimbursement for a indication sooner than people think....I hope he is right...given our history with approvals of any kind I wont be holding my breath.

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Newsletter Edition # 3 13 Mar 2013 03:08 #274

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The indication that probably holds the greatest chance of receiving reimbursement is wound healing. It would initially be provided for intractable wounds such as stubborn fistulas, serious diabetic and radiation wounds. These wounds cost a fortune to treat and adversely affect patients quality of life. Doctors treating these conditions will be in a position to immediately appreciate the beneftis of the Celution ADRC paradigm. They will be our strongest advocates for treatment re-imbursement.

As for the cost of the machine, if they can get it down to $10,000 for a basic model then this product should become common place in every hospital.

As for breast, I believe that the marginal cost of the materials used is not that great that it could not be provided by CYTX to the NHS ......... but I don't believe why CYTX should give this procedure away too cheaply as it sets a bad precedent and raises health care providers appetite for cheaply provided treatments. This would be a huge negative for us with our partnership negotiations.

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Newsletter Edition # 3 13 Mar 2013 08:40 #275

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Fas, here goes with the questions which are NOT in order of priority: :write:

1. What happened to the Humanitarian Device Exemption in the USA for facial wasting (Parry Romburg)? Have any cases been treated in the USA? :yawn:

2. CYTX has received CE approval for facial wasting. Can this data be used for USA HDE approval (orphan disease status)?

3. Is there in the UK health care system (NHS), provision for a co-pay pricing structure for breast reconstruction after lumpectomy? ie. NHS pays for the lipofiillling procedure, which is already approved (and reimbursible), and the client pays for the Celution processing and consumables?

4. If co-pay is possible, could this not supply the additional data (eg. registry trial) to facilitate the total reimbursement for the procedure?

5. With the Intravase approval and CE approval in ischemia can we presume that CYTX has received approval for CMI and related conditions? Can CYTX market/promote this approval?

6. It would appear that much of the data from translational trials so far has been undertaken by a variety of government agencies or surrogates (universities etc.). What disclosure clauses exist that prevent shareholders from being informed of completed trial data (eg. researcher publication first?). How can this data (from non profit institutions) be utilised by CYTX to progress into reimbursable trials. ie. can they use it in partnership negotiations with big pharma partners?

7. Assuming the initial French scleroderma trial proves to be successful can it be expanded to cover reimbursement? Is there a framework for pan European trials sponsored by the european state health care authorities (eg european version of NIH) to fund and approve the Celution device for an indication such as scleroderma? If not, is CYTX able to use the data for its own use or in partnership discussions?

8. The existing CE approvals in soft wound indications appear to address major indications. As these indications all have similar methods of action in their treatment how does one apportion indications between potential partners? Is one partner likely to get a major share of the whole block of indications.? Will rights be apportioned on geographic basis?

9. Astellas has right of first approval in liver indications. How is this progressing? What happens with trial data if they decide to not proceed into partnership agreement?

10. Is European CE mark approval sufficient for approval in Canada and Australia or does trial data have to be replicated locally?

Fas, edit the above as you see fit.

Thanks for your tireless work.
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Newsletter Edition # 3 13 Mar 2013 11:09 #276

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I see your point Hedge. Rereading my post I realize I might have put to much emphasis on the Patient part of my equation. Though I still believe Doctors and Staff Will make the differance when and if this tech is ever embraced. :yep:

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Newsletter Edition # 3 13 Mar 2013 11:44 #277

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Nice group of questions rongside.
I will keep my simple.


How long are they projecting cash to last ?

With UK breast reimbursement stalled...what indication is now closest to reimbursement and what would be the expected timeline ?

I'll leave it with those two because without partnerships or additional cash the path forward quickly becomes murky.

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Newsletter Edition # 3 13 Mar 2013 11:51 #278

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Thanks John- excellent stuff- a lot of my own questions are in there, which I have asked in a little more specific, probably too specific and in my impatient/ aggressive way and therefore received no response.

Especially your #6 is very nicely "formulated".

Number 5 I already can answer you- no Cytori has no CMI approval- it was -maybe not all that clearly, as usual. They received 90% of what they wanted it was stated (but not of course what the shareholders wanted) and ATHENA will take care of the rest i.e. 10% more to receive CMI approval.

I will start doing some research tomorrow and will write a letter in some form friday - the back-up stuff is done- all websites are running on my computer now also and I will put the "bare-bones" of Fat-cell.com on the web.

Surely that will be for fanatics only, but somebody has to do it- Cytori is totally without "action" on the public side of promotion, besides a few surgeons that they want to impress. :cry:

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Newsletter Edition # 3 13 Mar 2013 11:52 #279

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***Though I still believe Doctors and Staff Will make the differance when and if this tech is ever embraced***

True Brian....its just that the numbers must make sense as well as the sufficient trial data.

According to the last call...the numbers didnt add up for the UK on the breast indication.

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Newsletter Edition # 3 15 Mar 2013 11:24 #280

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So -Part One is finished and online to read-

its called "The epicenter of Medical Innovation" - Epicenter and includes a nice picture of Brother "John"

Just kidding.

Part Two is than the announced list of questions, which I will sent to subscribers of the site only (some of these newsletter recipients are FORMER cytori shareholders and occasionally wish more trouble with my health although I had my fair share already :really: ) so I will leave them alone.
Probably will go out later tonight.
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Subscriber Update #1 with the Questions 15 Mar 2013 17:19 #283

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On second thought-

I am somewhat behind plan- the other Newsletters came on a "standard newsletter template", which was OK, but I want to make something of my "own"- which is mine, so to speak and that is a little bit more difficult than I thought. :winky:

So- to avoid stress- "todo manana" - but tomorrow is a sure thing. :write:

Until than- :bye:

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