I have just listened to the update and was left with no real feeling that a partnership is imminent as per the recent statement on Appendix 4c. The only positive statements were around the potential to sell directly the MSC-100-IV aGVHD product into the US by 2018 stating with Padiatrics with a target market of 600 patients per year and then by 2021 for Adults with target market of 1900 patients per year. As this is at the moment the only measurable source of potential revenue other than Japan, does anyone know how many patients to date have been treated with Temcell(MCS-100-IV ) and how the size of the Japanese market compares to North America.
We should also expect at this point that if the impression I have from today's discussion is correct that to launch this into the US we will see some significant additional cost for sales and marketing by Q3 next year.
This is my take, would love to hear other view of today's update.
Q1 Update ?
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