Ann: MSB Reports Q3 Financial Results and Operational Highlights, page-117

Greatest Effect Seen In Patients With Grade D Disease

Grade D EAP 275 Day 100 survival (n=106):
Prochymal 44% vs Ryoncil 72%, p = 0.005

Note that expected Day 180 survival for Grade D
treated with best available therapy in CIBMTR registry
is ~30%

Just had a little dig around in the presentation, Prochymal was almost 50% than best available therapy in Grade D.
Ryoncil is a whopping 140% than best available therapy in Grade D and up 63% over previous Prochymal cells.

Now - CHECK THIS OUT - Insurers are out of pocket an extra $1,800,000 for aGvHD patients that die!

https://www.jmcp.org/doi/pdf/10.18553/jmcp.2021.27.5.607
Among patients with SR aGVHD, mean total costs were
higher by about $1.8 million for those who died compared
with those who were alive within 12 months (Figure 2).
Among the control cohort without GVHD, mean total costs
were also higher for patients who died, with a difference of
about $298,000. Mean total costs were significantly higher
for the SR aGVHD cohort vs the control cohort among
the subgroup that died (P=0.002) and among those who
survived for 1 year (P=0.014)


That would mean 100 % market share in Grade D, probably extremely high in Grade C also.

How is this stock not flying at the moment, sales could commence in less than two months.


Ponder this- an insurer will only have Ryoncil as the approved therapy for Grade D- not my line of work and am making this up, but they SAVE $1.8m per patient that lives......why would they cover an alternative treatment?

Will be rather hard to recruit for a clinical trial against Ryoncil in Grade C/D , when that unmet need is finally met.

Reg