my mid year review of LCTX | LCTX Message Board Posts

Lineage Cell Therapeutics

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Msg  244 of 261  at  6/30/2022 8:02:04 PM  by


my mid year review of LCTX

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

Lineage Cell Therapeutics

LCTX (market cap is $0.268B was $0.413B)

Lineage Cell Therapeutics (LCTX) is a leading edge biotech company working in several programs. Particularly interesting for me are two: repairing spinal cord injuries, and treating a particular 'dry eye' condition. Lineage's stem cell work has competitors, but few (if any) have reached commercialization. Because they are working on unmet needs, like regrowing nerve cells, it is difficult to properly value the company. It is easy to imagine, however, that regaining mobility or alleviating blindness would be welcome, appreciated, and compensated.

As with other leading edge biotechs, the FDA's conservatism can delay the process, at the same time that public demand can try to accelerate it. While Lineage is still in Phase 1/2, not 3, it can seem that commercialization and treatments are far off. The stock's response to the company's performance may have its own timing that can kick in without warning.

DISCLOSURE LTBH by habit, but having to remember that my LCTX/BTX holdings came from AST (2014) which was spun off from GERN (which I’ve held since 1999). I hear patience pays, but it is easy to have doubts after twenty years of waiting.

(I've also collected links to the other discussion boards and my other stocks over on my blog )

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