They had four irons in the fire in 2020/21, I figured they'd get at least 1 or 2. I was wrong. I don't want to get into a MSB vs CYP scale/consistency fight. If MSB get approved by the FDA then the regulatory path undeniably easier for CYP - as it clearly is for all stem cell treatments in 2023, than 2021/21.
MSB has far more breadth and depth of evidence now and has consulted the FDA to the nth degree. They should get over the line, but if you feel they won't, then the regulatory path probably a little longer and harder for CYP and you apply a lower execution probability. Either way, CYP is absurdly valued at $24 million, by even the most pessimistic of forecasts.
CYP Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
