Your suggestion:
"If he had the knowledge base to back it up Ross might say something like - in the event Fujifilm elects not to pursue the GvHD option in Japan with us it would seem that X, Y or Z might have the capabilities we need to partner with us in a) Japan or b) the world for GvHD specifically. He could even say that identifying X, Y or Z did not mean they were or were not in negotiations, that he only mentions it to show he knows there are potentially other options."
Are we only talking about the manufacturing side of it, licencing our product CYP-XXX or a combination of manufacturing and product licencing?
As stated in a interview in 2016 (best example I could find) by Stewart Washer:
"TLSR: Is that a complex manufacturing process?
SW: Making MSCs is low tech, requiring only basic cell-culturing techniques. We can grow them in flasks, or even bags. The high-tech angle is the patented cell culture technique to turn the unlimited iPS cells into usable MSCs."
https://www.streetwisereports.com/article/2016/02/03/advanced-stem-cell-manufacture-saves-lives-and-prints-money-stewart-washer-of-cynata-therapeutics.htmlReading that, you would assume that any of the big bio CDMO/CMO should be capable to adapt the Cymerus technology. Here are a few links:
https://www.genengnews.com/a-lists/top-15-bioprocessing-companies/https://www.pharma-iq.com/manufacturing/articles/top-10-medical-contract-manufacturinghttps://www.outsourcing-pharma.com/Article/2018/10/22/Top-5-CDMOs-hold-15-of-the-market-as-industry-consolidation-is-expected-to-continueExamples of licensing and T/O transactions have been provided in previous asx announcements and investor emails.
Bear in mind, FujiFilm, Hitachi, Asahi Glass, Mitsubishi, Samsung - they all came from a different industry and are now in the biotech sector.
Whilst constantly repeating "multiple partners" and "ongoing discussions" seems to becoming a running gag (not just for Cynata, but the industry in general), going out there and throwing around with names of companies we could be working with wouldn't exactly be a solution. What we need is signed deals (and I'm not talking about another contender for the title of World's Longest MoU...).
(20min delay)