CYP 0.00% 21.0¢ cynata therapeutics limited

Ann: Sharewise Investor Presentation, page-3

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    Don't we all (CYP holders) feel a bit more confident after today's Q&A session?

    CYPatch interest, NDAs signed with multiple companies.
    MSB/FDA interactions not influencing CYP trial design.
    No concerns regarding Orphan Drug Desgination exclusivity perk due to feedback from FDA (his impression I think) that the FDA is likely to consider the cell therapy being the product of a different process, hence not the same product.
    Trial progress in % to make it clearer where it's at.
    No plans for a CR as cash runway expected to take us to P2 readouts plus option conversions (close to being "in the money").
    Trial comparisons as advised in every presentation are difficult to do as yes, not matched and therefore including Grades B-D vs C&D comparisons but P2 data will provide more info.
    WARF licensing agreement amendments won't be discussed as they are not in public domain (original agreement required BLA application from memory on or before the 11th anniversary).
    FCDI technology transfer, well, still ongoing but they have had a few test runs at least.
    FF handing back the license related to obvious internal changes at FF and P2 data will add to value of this indication vs the fee when FF/CYP agreed to first license option (pre P1).
    KPI's won't be discussed in detail but high level summary will be shared.
    Cymerus process has been tested initially with iPSC lines from others than CDI and he doesn't see an issue if another company doesn't want to use (F)CDI's starting material.

    That's as much as I can remember. Wait for the video to be uploaded.

    I liked KK's answers as he came across genuine and wasn't holding back - apart from the WARF licensing question and KPIs perhaps.
 
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