Ann: Investor Presentation, page-169

That speech got the SP from 10c to 33.5c?

Which words or phrases did the damage for the SP increase, do you reckon?






The 'pitch' has changed from Ross' days.




".....(Cynata is)...focused on the development of...arrr...a revolutionary manufacturing platform.....".

I would argue that the Cynata is not focused on Cymerus. As Ross has stated in the past, the primary focus of the company is the trials and the primary focus of the trials is GVHD (which Ross has stated previously is the most likely to commercialise first for Cynata) and the P2 is a long way off from completion. Cymerus is what Cynata wants the market to focus on. Cymerus hasn't changed in decades, am I right? So how are Cynata focussed on it's development as a company and as a product, exactly (outside of the 'development of sales')?

KK is now doing the 'oh, yeah, sure stem cells work (everyone knows that)' but the problem that only Cynata can address is the "major obstacle to commercialisation". It's a slight but significant change from Ross. With no mention of Mesoblast and assuming that someone that is doing stem cells will get them to work but that's not the important bit (the "revolutionary manufacturing platform" is).



I think getting stem cells approved is the major obstacle to commercialisation. Although, I'm not a Cynata shareholder.



KK never mentions when they are likely to commercialise?


Interesting. The average person listening to this doesn't get Cymerus, IMO. That could change when/if MSC's are commercilaised.


FujiFilm gets a mention!!! Ha ha ha. Not with regard to GVHD though.

OA didn't get much of a mention. Mostly GVHD (which is in line with RM comments as mentioned above).

OA "320 patients"???????!!!!!!




What happened, did one of them die?








Down from 440. Couldn't get candidates, hey? KK didn't mention that either.