If your worry is Remestemcel-L as a competition to DMX-200, then...

If your worry is Remestemcel-L as a competition to DMX-200, then I can see 2 counters as to how they are not.
a) the inhibitors used by the 2 drugs to containing the chemokine and cytokine storm (caused by COVID-19) is different, no? So the response to these anti-inflammatories will surely vary based on severity/bodymake etc. Hence its not an either or question; IMO enough room for both to play their part as anti-inflammatories.Maye more like the same way Irbesartan is playing in the current P2 FSGS/DKD trials. So even if one of them is behind in schedule by a few months, eventually it normalises.
b) Even if, lets say, DMX-200 fails to reduce inflammatory response in lungs, and say the current P2 trials are successful, i see DMX-200 still play a role in controlling protienuria as a result of COVID-CAP. so its still a win for DMX-200 as a market given collaborative nature of the trials.

Lastly i think a few intangibles,
- REMAP-CAP opens up access to accelerated and adaptive trial processes that DXB will surely benefit from for future drug trials.
- Global exposure the DXB.

So even if a COVID-19 solution never pans out, this deal has fired up DXB unimaginably.

This is my view of the deal, and not an advice of course.
Either ways, I cant see myself selling DXB for another year +, cant miss the front seat view of all upcoming action.