Dixon is a genius imo, safe hands.
Maybe it runs away, but I don't think so given this space and stages these stem cell plays need to go through. Up and downs.
This comparison to other stocks is interesting, plenty of those out there, and the one I'm current in at A$100m is more advanced than a US based one FATE at A$15B! That's the US for you in Biotech and access to big capital.
There's big money in this space, and you can see it coming in from likes of Fujifilm, who have just announced another cell manufacturing facility and expansion in USA of US$2b after spending another $2B for same in Denmark recently...
It's heating up for sure as the commercial pointy end of stem cell medicine finally tries to carve out it's place in history.
I did note your 2025 call, so seems you are in for the long haul.
Codiak ($800mil market capitalisation), page-157
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