Ann: Ryoncil Pricing Set and Available This Quarter, page-513

it is a massive market opportunity and there are a lot of interesting facts to review.

1). Pricing per infusion, Si has said a few times there is good data to support long term benefits for early responders to the treatment. I wonder if they would use that data point to determine when to stop / continue with insurers to get their buy in.
2). At these price points the gross margins will be very attractive even in high KG adults and that is before 3D reactors, when the adult indication it is approved.
3). The potential in IBD/Crohns is huge, there was an acquisition a year back or so for 10 billion plus of an early stage company in that space. I am looking forward to hearing the next steps after Si’s teaser to watch this space.
4). All of the above is before further extensions in ARDS, etc and there two phase 3 assets in rexlemestrocel

The company has work to do with the insurers, but they will succeed. The companies is starting to compile numerous peer reviewed journals, which is important in the off label process with insurers.

I lived in Italy but would never claim to be a pizza expert.