Hi mg. I agree we should all manage our hope and expectations....

Hi mg. I agree we should all manage our hope and expectations. The emotional roller coaster does damage to all our brains. I do believe there is strong progress on a covid front. My sense around limited disclosure from MSB is prudent risk and brand management. In progress commercial discussions. And protecting our core franchise. Whilst successful covid treatment would provide material upside, the value of MSB today, and as a consequence of 10 years hard graft, still presents with aGVHD and branching out uses further. Becoming commercial this year. Baby and Bathwater thing.
Before covid, we all hypothesised potential for a $5 to $10+ billion MC company over a 3 - 5 year period. Nothing has changed on this front. Business as usual will prevail. We are well capitalised. The IP and patents are solid assets
On the other hand, and related to covid, consider the brand consequences if a trial does not produce results. Results and outcomes may not be in our control. Governments and medical decisioning would be rushed and panicked right now. Trials may not be robust. A poor trial outcome, if leveraged optically going into trial, would be severe on MSB,s credibility and broader strategy. Plus commercial negotiations would be in rapid dynamic state. I believe this is the reason there is limited talk for now.
A quiet confidence should exist in covid progress.