I really don't think the market is connecting the dots. Lets be honest, most of the market is completely oblivious to OCC.
Johnson and Johnson began a partnership with induced pluripotent stem cells (iPSCs) company (Fate Therapeutics) to create genetically engineered, clonal master iPSC lines to produce NK-cell and T-cell products.
J&J used two embryonic stem-cell lines to develop its COVID-19 vaccines: human embryonic kidney cells called HEK 293 and human embryonic retinal cells called PER.C6.
The PER.C6 cell line creating a little media storm as it is from an elective abortion in the Netherlands in 1985, and the HEK 293 cell line comes from an undisclosed source (either spontaneous miscarriage or elective abortion) in the Netherlands in about 1972.
J&J is fairly keenly embracing stem-cell technologies. I would be amazed if a partnerhsip with OCC did not occur after the ATI results. It would be nothing for them to drop a couple of hundred million on a partnership/trial pathway that could easily lead to very quickly attainable commercialisation of a treatment with universal out-patient application.
I could be wrong, but am fairly confident I am not and the market is simply unaware of the potential, much like it was ahead of the Fate Therapeutics partnership.
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