Becausetheuncertaintyislowbutnoteliminateduntiltrialresultsarereleased.Thedateofthereleaseofresultshasanumberofpotentialwindows,someaveryshorttimeaway(weeks),someupto3months.Atthattime,therewillbeanimmediateneedfor1000'softreatmentsasitwouldlikelybeapprovedinitiallyunderEmergencyAuthorisationUse(EAU)."I assume you have a source for that level of distrust"
Manufacturingmuststartnow.OtherformsoffinanceiedebtmaynotbeaseasytoobtainwithouttheEAU(atminimum).TherewillbeawindowwhereRem-LwillbetheonlycommerciallyscalabletreatmentwhichhasdemonstratedstatisticallysignificantadvantageoverSOR.ThatwillresultinasignificantrushforordersfromeveryWesterncountry(read;abletoafford)tosecuretheirsupply.Thatsalesopportunitywilldwarfwhateverpeoplethinkhavebeenlostbygoingearlyforfundsinthismanner,imo.
WhathappensifallthesuccessfulpreliminarystudydatatodateusingvariousformsofstemcelltreatmentsaroundtheworldarenotreplicatedinMSB'sformalPhase3study?Well,thisraisewillhavebeenevenmoreimportantandshrewd.Additionally,allthemanufacturedRem-LwillbeniceinventoryfortheirsoontobeapprovedGvHDpediatricindication.Nosignificantwastageofresources.
Ithinktosuggestthemanagementsomehowdon'tbelievetheARDStrialresultswillbesuccessfulandthat'swhytheyareraisingnowinsteadofwaitingforhigherpricesonthebackofsuccessfultrialresults,demonstratesahighlevelofparanoiaanddistrustofthem.Iassumeyouhaveasourceforthatlevelofdistrust,thoughIamnotinterestedthosereasons.IamhappytofollowthescientificdataforthelikelihoodofsuccessoftheARDSindication,mostofwhichisindependentofmanagement.Anchoredthinkingisthesourceofmanyalostinvestingopportunity,frommyexperience.
Probably from witnessing years and years of similar disappointments from MSB lol.
Ann: Trading Halt, page-618
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