The next 12-18 months will be fascinating for both stocks. MSB seeking approval for Revascor and Rem-L in blockbuster indications. Literally billions in sales could be just around the corner. CYP getting results for:
HR-aGvHD: Definitely not a blockbuster, but worth US$100M in upfront and milestone payments alone based on the Ruxolitinib deal.
Knee OA: Blockbuster, may get approval in Aus but will probably need another trial in the US+EU. What do you pay in upfront and milestones for a condition that half a billion people deal with every day?
A big 18 months for MSC's.
The next 12-18 months will be fascinating for both stocks. MSB...
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