I'm sure MSB management would prefer to have the full 300 patient data set. But they are also probably pretty keen to get efficacy data to have confidence to trigger manufacturing agreements and garner purchase orders from the US govt. Clinicians will want to see a large cohort even if FDA approve on a smaller overwhelming data set. This is stem cells, where it appears the old school MDs still have trouble accepting. So it's all a careful balancing act.
At the end of the day, MSB need to run their own race, ignoring the naysayers, ignoring the impatient investors (me included) and ignoring the hyped up announcements from their stem cell 'competitors' which have no hope in hell of getting approval within 12 months of MSB, imo. Management know what is required to get this thing approved and used by clinicians, not necessarily the same thing.
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