MSB $1 Party, page-378

The problem is thinking it is close to commercialisation.

It may be close, but it may still be far off and many cap raises away.

Even if the aGVHD indication gets approval, then what? Everyone thinks that is going to be some huge cash cow, but will it?

It is newly available in Japan, yet sales are growing slowly, and off a low base. Why is that? It's a new product. If it works swimmingly then sales should be exploding.

Either the product isn't working as great, or the market size isn't that large.

And what are the margins? Stem cell therapy isn't expensive just for kicks. It's very expensive to produce and perform quality control (which is a major stumbling point for MSB atm).

Say it gets approved tomorrow. When would we see appreciable income in America? Would it be covered by insurance immediately or would that take time? Would people be able to afford it?

What percentage of families would be able to afford it? I'm sure they all want to give their cold the best chance, but these will be prohibitively expensive therapies, and the evidence for efficacy, while there, is not strong (by definition, on the pyramid of evidence based medicine).

And his many more cap raises do you think will happen before MSB stops haemorrhaging money?

So say the product works. And say it gets approval tomorrow. There's still a ton of risk that is never really discussed here.
Not only that, though I may get one or two reasonable responses attempting to discuss the issue, I guarantee this warning will be met with a bunch of personal attacks.

It's this false confidence in the company that gets people in trouble, and it's exacerbated by creating an echo chamber.

Good luck y'all. I do think MSB can succeed, bit is not a sure thing