I am flattered WSBK(?), but I am not that knowledgable compared to many. Its simply an exciting field and unlike most forums on HC, the posts on bio-tech threads can be educational at times. I'm invested in a quite few cellular technoolgy names in the US too, Cellularity (some might recall their talks with CYP) and Fate Therapeutics, Vericell, BioCardia, etc, fortunately, most at low averages (even MSB I am only $1.60 average - that one hurts given that they/circumstances bombed four promising trials, no matter what your views on their manufacturing/scaling of quality). Most have made positive developments in trials/approvals, and all offer potentially great products, but universally failed to get to commercial revenues quickly enough - a common complaint in bio-tech.
The whole sector has been killed:
You have to have the patience of an Ox in these things and wait for the annoncement. Also if you want to make some money medium-term be disciplined and sell out of some of the stock in companies you believe in on these spikes (not a popular notion amongst long term investors).
CAR-T cell therapies and stem cell therapies offer so much potential. Unfortunately there are some very average management teams out there with brilliant products operating in very onerous commercial and regulatory environments that they are not up to. So many trials are conducted poorly, or strategic decisions around approvals chosen poorly. Marketing is also generally appalling.
Look at CYP. One of the phase 3 stem cell trials globally sponsored by the University of Sydney and funded by the Australian Government National Health and Medical Research Council (NHMRC) competitive Project Grant. Barely anyone has heard of it. The tragedy is there are thousands of Australians who'd gladly jump on this trial if they only knew about it.
In the information age, ignorance is more rampant than ever.
(20min delay)