I need to relisten- had some audio issues at home.
Threw RUX under the bus due to high toxicity - does not foresee problems with the insurers ( no straight answers) but him saying that is a positive - 100% of Ryoncil batches are meeting the newly approved FDA potency assay- whereas Prochymal was not even close- only a few kids died due to aGvHD after being treated with Ryoncil, most from other complications from the bone marrow transplant- original tumor returning etc. (I think that lifted Ryoncil survival to 86% from 49%- my head calc, my view not Si's).
Information provided included why Ryoncil was superior to Prochymal- too much potency variation in early batches.
Silviu looked refreshed and the delivery was excellent.
Oh- he said the word "March" in a strong way- which I took to mean certainty re launch this month.
Well worth a listen- sorry for the crap notes
Reg
He spoke through JB's Spearman Rank Log data slide- can't wait to see what happens next.
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(20min delay)