I'm not suggesting it is a forgone conclusion. JB's points are still yet to be challenged and disproved. I haven't forgotten.
Meso is betting the farm on GVDH approval for kids and is indicating adults will soon follow (whilst doing a confirmatory P3). CYP is aiming at GVHD with a P2 (and telling the market that a P3 may not be needed.....?) and went from full enrolment by end 2024 at the end of September to mid 2025 a few days later in October. I suspect one is connected to the other. If Meso is right (big if, I agree) then GVHD for CYP is toast.
IMO, I thought it was one big bluff to begin with (after FF tossed $5M and walked away). Or one big 'look over here' hail Mary for a partnership. We will see.
I don't trust any of them. But that's just me.
CYP Price at posting:
24.5¢ Sentiment: None Disclosure: Not Held
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