I cannot help but wonder if this big sell down is Sector?
The share trading volumes through April and May are massive for CYP (normally struggles to get 200K stock a day to change hands). We haven't heard from him since March. I will take the other side to that guys trading/investing all day. There has been a massive amount of stock sold (and bought) on the lows in the last two months when the self declared massive holder has not been seen:
Meanwhile CYP announces 60% survival rates at 2 years. Splodge of course does anything to not talk about the actual results, which whilst unlike statistically significant given only 15 patients, bodes very well for anyone informed on present srGVHD treatments. A good, if dated summary on treatment trials:
"Current and Emerging Targeted Therapies for Acute Graft versus Host Disease"
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7855093/As said above, IN CHILDREN, Mesoblast achieved a 51% 2 year survival rate, for comparison.
Monoclonal antibody treatment Basiliximab achieved a 55% 2 year survival rate in a 65 patient trial.The approved adult treatment (FDA 2019), which MSB's work has obviously cast plenty of doubt on, Ruxolitinib, a selective (JAK1 and JAK2) inhibitor, reports vary. Loosely comparable figures are vastly different across studies. Silviu would argue its lower and MSB was shown to be superior of course, and undeniably Ruxolitinib sees an increased likelihood of cytopenias; anemia, and thrombocytopenia.
A meta analysis for people to make their own mind up on that one:
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9337651/As for the bickering, can we all remember that mortality rates can be as high as 90% in srGVHD if left untreated and extensive hospital stays. This is a noble conquest that both MSB and CYP are working on.
(20min delay)