Yes, I agree it feels as though Rexlemestrocel-l may steamroller past Remestemcel-l to the approval line. Reme- may finish first, but there appears to me to be a little more uncertainty and less levers to use to get there, and I think that's contributing to the way I'm starting to feel.
I really don't seen anything now obviously standing in the way of an RMAT-driven sprint for Revascor in HFrEF with LVAD, and even less for MPC-06-ID in CLBP. HLHS looks to me at this stage as a relatively under-resourced wild-card (mainly supportive evidence of MOA that can be used immediately on the other indications - perhaps most especially the evidence of regenerative functionality). CEO Itescu's indicated at the AGM that certain manufacturing may be shifted to Lonza Houston at some point, and I talked briefly with him there about the need for process validation studies for product lines at the new Houston plant. He didn't seem to think it was needed, as I recall. This all seems to be coming together really fast. But now that I think about it, perhaps it isn't.
Anyhow, in a practical sense, that is where the money is. And - especially given G George' increasingly significant stake - the drive to harness all the resources of the Lone Star state may be very real. What couldn't be coordinated for Rexlemestrocel-l with Tenet, Texas Heart Institute and Lonza Houston onboard?
I'll chew on your notes. Thanks.
Cheers
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