"Good vibes Here Dudes"....., page-25

I truely don’t know but here’s a couple of things I have been thinking. And yes, I did not see what happening with MSB coming - so my opinion is flawed, but…..

1. The benefit of the ‘at scale’ manufacturing of Cynata seems to have been diluted by what has been stated this week. It may still have credence but won’t be tested with GVHD as the ‘at scale’ volumes aren’t needed.
2. KK’s recent comments about ‘having a P2 so good you don’t really need a P3’ are telling. I think Cynata correctly forecast the latest knock back by the FDA (along with JB and others - congratulations to all - you saved yourselves money). KK was right and the ‘P3 may not be needed’ comments seem to show that he knows it’s a foot race. I.e. P2 with Cynata vs P3 with Mesoblast.
3. What would I know, right??!! But, I can’t see enough cash in the kitty for CYP to complete the P2 FDA trial. They must be sweating on a partnership IMO. One would think that MSB getting mashed again would improve the partnership chances. But, given 1. And 2. Above, will it be enough to get the deal done??!!

Discuss. Or not.


All the rantings of a raving lunatic that is a tad less wealthy currently (but still got his wits about him).