I'm working on a post to outline my reasoning that Ryoncil for paediatric aGvHD alone could be worth a billion US per year (if the company is correct about the number of patients per year). I don't know the way payers think but IMO they're more likely than not to pay up to 4 million per patient. SI has talked about cost savings for hospitals. It's simple economics but IMO there's a deeper context that should be taken into account.
I acknowledge my confirmation bias, not only as a SH, but did SI (or someone connected with the company) say earlier this year re. Ryoncil something along the lines that very few children are non responders provided they're treated for long enough? If that was said, I'd appreciate it if someone could give me the ref. Perhaps that point was made by a poster here? It does sound likely to me.
Thanks in advance
MSB Price at posting:
$1.85 Sentiment: Buy Disclosure: Held
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