Reply to @Pledge https://hotcopper.com.au/threads/ann-updated-investor-presentation.8309847/page-20?post_id=76646058
Your statement is based on MSCs are exclusive to MSB. Unless you can show for that statement to be true (I have made my points as to why in my opinion that is not the case), the poppycock is all yours. And the more (positive) attention MSCs get, i.e. in the form of first FDA approval (if), the better it is for CYP and their different manufacturing approach. As I said before, the process is the product here.
Your statement also does not take into account the differences in GvHD and how access to treatment before SR onset could be beneficial, even more so if it is for free vs off-label use (cost?) based on failed P3 Prochymal trial history in adults in aGvHD.
We will see who is high. Your views as well as mine are well recorded and can be checked against in a year or two. I have no issues admitting if my views today turn out to be incorrect in the future.
Today, the SP increase is certainly in your favour.
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Ann: Updated Investor Presentation, page-21
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