FF said that, and presented it to all their shareholders. That's why I call it a spiel, round and round we go:
https://hotcopper.com.au/threads/ann-investor-presentation.7989768/page-381?post_id=74264086I even gave you a screenshot of the FF presentation. I couldn't be bothered before looking for the link since they have redone the website, but for the sake of it I trawled through the historic version and managed to find a working link from 2017 that can be downloaded:
https://web.archive.org/web/20180516065056/https://www.fujifilmholdings.com/en/pdf/investors/other/ff_presentation_20161208_0001.pdfPage35
Given that we will mysteriously forget that this link has been posted in a few days to a week max, I will copy and paste this link. Neither funny nor nasty, just a very simple deflection.
"I don't think you've factored in the time required for the additional P3/P4 for OA, but you're only a year out so, let's run with the good vibes."
Correct, I didn't. Why? Because you asked me to provide a date "with all things being equal and everything running to plan from here." Multiple P3 and/or a P4 trial is not considered running to plan. Neither is 2 CRLs, which is why I haven't added an additional four years to my projected timeline. As usual, silly me, I didn't answer your question the way you entered to phrase it, instead answered the actual question just so that I can be told how silly I am, just like everyone else on these threads. Damn, you got me again, got me good.
"DdLet's cut to the chase....when do you think they will start maneuvering away from the GVHD trial? Next quarter?"
The won't. Why should they? They are recruiting for a P2 in aGhVD which could show benefits in not just a last resort treatment SR-aGvHD (in children), but instead both adults and children before it gets to the point that your chances are less than the flip of a coin.
The company made it clear that GvHD is their main priority by allocating funds accordingly, putting an already approved CLI trial on hold as well as the development plans in Japan, combined with a CR last year. If these actions don't convince you, I suppose management has failed you as a non-shareholder and I hope someone will be held responsible for letting you down. Consider me looking at the picture of the Cynata board members with disgust as we speak.
"KK has said they have enough cash for all the trials (with the only one being funded by Cynata being the former 'clear priority' of GVHD)."
He has, multiple times.
(20min delay)