I see your point on stem cell transplants, and I’m not trying to overlook anything, but let’s not forget the insurance maze that is the US healthcare system.
Sure, insurers cover transplants, but that doesn’t mean they’ll be rushing to hand out a ‘get out of approval free card’ for a pricey treatment like Ryoncil.
Navigating this insurance jungle with different state laws, time consuming policy amendments, payment quirks, and reimbursement puzzles is no easy feat.
I love your optimism, really, but for me, it's like watching a thriller—exciting, but with a lot of plot twists, so I’ll stay on the sidelines until I see how it plays out.
Given their history with Novartis pulling the plug, delayed approvals, the 2019 Revascor debacle, the constant equity dilution, and that mind-blowing burn rate… let’s just say they haven’t exactly been the fairy godmother to their shareholders in the past.
I’m cautious, but still optimistic.
Watching the thriller show, just not buying any additional popcorn for the 2nd half of this movie YET
(20min delay)