2020 - A Year Full Of Potentials, page-216

I'm an investor in both camp

I'll give this a go...

Park GVHD aside for a moment & look at the two companies:

MSB & CYP are chalk & cheese.
You would invest in MSB for a late stage, product driven & capital intesive MSC company.

You would invest in CYP for a manufacturing tech platform company in iPSC, early stage, partnerhip focussed (light on capital, partners to run trials) company.

They are in a different stage of company lifecycle & their risks profile, MC & growth projections are vastly different

So back to GVHD:
MSB is to deliver a US product for kids
CYP is proving their manufacturing platform, via Fuji, for aldults