"The objective of Cynata BoDs is not to deliver good/great reports. Since the FDA approval, those days are over for both Cynata and Mesoblast."
A few issues at play here:
Yes, the first MSC approval with the FDA will make things easier going forward for other companies also using BMMSCs, including ATMSCs and PLMSCs. Cynata on the other hand has chosen a different route, with an additional manufacturing process to derive MSCs - iPSCs. No approved iPSC-derived therapies yet. CYP is at the forefront when it comes to that and only company with a fully recruited iPSC-derived therapy.
That brings us to peers, partnerships, etc.
Whilst MSCs have now been approved in a niche indication with the FDA, it is slowing sinking in that MSCs are not all the same, but the efficacy of the final MSC product seems to by heavily influenced by origin, donor age, manufacturing process, etc.
I am happy to admit that I was very naive at the beginning, listening g to our silver tongue at the steering wheel that once a P1 has been completed, partnerships will follow suit.
Fact is, they haven't. I have contacted multiple people involved in our trials and the general opinion I've been hearing is that more trial results are needed to not only showing peers that our product works, but also to show doctors involved in our trials.
Therefore, these reports, as useless they may seem, they will help "educating" others of MSCs in general but also outline the advantages.
That combined with trial results - if proven successful - will subsequently lead to partnerships. Unless they are convinced that the therapy works, they are not interested in even taking a gamble.
By the way, it has not gone unnoticed that most of your replies are now quotes from SI or interviews with SI. You take every word as gospel and imply that his word now trumps ANY other source quoted on this thread, whether it is KK, or even Galipeau, or Clinical Investigators. That is now your new opinion and that's fine. But again, repeating it over and over again doesn't make it everyone's ultimate truth. He made you hopefully a lot of money - good on you, and he has now made a substantial and significant contribution to all SR-aGvHD sufferers - which deserves a lot of credit and respect. It doesn't however make everything roght and doesn't make every comment automatically right. Anyways, you are a smart guy, it is your investment and your opinion. But it is not the only one out there.
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