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Stem Cell Therapy advancements, page-431

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    And yet another "autologous" stem cell approval at the FDA, but more pertinently for OCC investors a little insight into a partnership deal:

    https://www.investing.com/news/stock-market-news/earnings-call-biolinerx-announces-fda-approval-of-stem-cell-mobilization-drug-motixafortide-93CH-3239578

    "Additionally, BioLineRx has closed an exclusive license agreement with Gloria Biosciences for the development and commercialization of Motixafortide in Asia. This agreement includes an upfront payment of $15 million, with potential milestone and royalty payments totaling up to $250 million. This partnership is significant considering Asia reported over 51,000 cases of multiple myeloma in 2022, marking it as a substantial market."

    (Motixafortide is an autologous hematopoietic stem cell-based gene therapy for sickle cell disease - autologous hematopoietic based therapies having seen lots of developments as I have posted above over the last couple of years).

    I would expect a similar, but larger deal to emerge with OCC and ATI once its finishing shopping it in the US. More likely $25-50 million in upfront payments and $350-500 million in milestone and all up payments. Its too compelling and too big a market for management to accept less on ATI.

    (just my personal expectations from years of research and emerging patterns in the autologous stem-cell regulatory and commercial backdrop)
 
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