MSB Trading 2020 - a new dawn, page-505

I have been lurking on these boards for a while, but I have to jump in to agree with you. It's important to remember that SR-aGVHD represents a relatively modest prospective market (even when assuming an extension to adult SR-aGVHD). But what seems to be being overlooked by many is SI and Co's confidence in the (still only theorised) underlying mechanism of action of Remestemcel-L, which they clearly expect to prove itself in applications beyond SR-aGVHD (hence why they dipped their toes in the C-19 waters with the Mt Sinai trial). If SI and Co are right that Remestemcel-L MOA has the ability to treat a wide range of systemic inflammation-related diseases generally (incl. ARDS), then we are talking multiple label extensions with discrete markets that would dwarf the demand arising out of SR-aGVHD. But, with the exception of C-19-related ARDS, those extensions are long term propositions.

All that is to say, anticipated revenue flowing from SR-aGVHD approval will not make Remestemcel-L the catalyst for a multi-bagger SP. increase If (and it is a big if) the Remestemcel-L MOA proposed by SI and Co reflects what is actually happening, then potential applications to systemic inflammation-related disorders (incl. and beyond ARDS) could see the SP head to the moon, but that is a long-term proposition (for everything except C-19-related ARDS). But even if the MOA isn't generalisable beyond SR-aGVHD, the Co still has discrete potential treatments for huge markets in CLBP and CHF.