No JB1975. I will happily bow to other investors knowledge on GvHD and CYP. To be honest I am not that confident of any eventual commercial success given the saturated field of potential entrants there. I am mainly on CYP for the Sculptor trial as said many times before. Its a massive potential market and a fairly easily applied treatment, that contrary to the inference by CYP's recent quarterly, has seen MORE than "pre-clinical success" from Mesenchymal approaches (I have posted a related successful phase III trial out of Korea on CYP threads several times, as it obviously holds relevance).
I did flag my disappointment on here when CYP joined every man and his dog with COVID-19 (later expanded to respiratory distress). It was just a waste of money and resources in a massively saturated race that CYP was 10,000 to 1 on. I was very relieved when they halted the MEND trial. I am afraid I was similarly, not overly impressed by the probability of potential commercial returns on GvHD for CYP to have spent much time in depth on it. Its likely to be a very saturated market with a host of competing therapies, let alone the jockeying in the stem cell sector alone:
A search for GVHD trials on the clinical trials website reveals over 1,000 trials for example - even the all encompassing COVID-19 only has 8,000 by comparison. The US for instance gets around 5,000 GVHD sufferers a year. Osteo-Arthritis effects around 20% of over 45 year olds in the US and 80% of those include knees. OA is the holy grail for me, for CYP - though I am not disinterested in their DFU progress - but will leave niche GVHD to your and the company's expertise - I recall you've posted frequently on GVHD in MSB threads.
You know better than most that the MSB's FDA GVHD situation is an utter convoluted mess (discussed to death on MSB threads) that CYP will be keen not to replicate and have learnt from. MSB's situation is chequered with all sorts of complicated history and characteristics, many of which do not pertain to CYP (and some of which of course do). MSB has still not technically even resubmitted its BLA application even after its recent "New Information to FDA IND File for SR-aGVHD" release. CYP would be well advised to keep an eye on MSB's plight of course, but also well advised to continue with its own GVHD pathway as a matter of course. MSB's situation is a complicated mess CYP should not wait for; and I am an MSB holder!
CYP Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held
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