Hi Lopez,
Yes there is a planned HF meeting this quarter with the FDA.
Definitely more news to drop in that HF therapy space over the next couple of months and could easily be a decent pop there.
We are at the pointy end of so many MSB therapies and any one for various reasons can generate news with a large POP.
Some of the reasons for known and unknown breaking news are that the FDA management has changed and are more supportive of novel cell therapies which is now clearly assisting MSB progress. I am very keen to see how more supportive they can be at each new meeting!
I agree with you also that MSB are looking close to success and what will the SP be in the near future and some tough decisions to be made for how content you are as an investors as to when you take some or all of the chips off the table. It’s been a long hard road to this point.
But…
As I just mentioned the FDA management has changed, there various signs now that they are now being fair and supportive of MSB….that is important to think about and assess….as what we thought were always years of trials, could they in fact follow their new policies more closely and hand out Accelerated Approvals for more therapies than we had anticipated, which in turn brings in starting revenues sooner than we all thought …I would hate to wait near 10 years, then start to cash out into a much more accepting FDA over the next 12 to 24 months that accelerates the SP much more than I anticipated.
It’s a conundrum really. But the first approval derisks the MSB platform considerably so therefore we should be hesitant to sell/sell out as we are dealing with a while new company proposition and much lower risk rating at that point as MSB’s development, methodologies and life savings therapies are qualified real and endorsed.
The next chapter does really start then….how can we really start selling then….that is the hard question and risk lies in our own individual decision making.
Lot’s of thinking ahead……
DYOR and not financial advice.
Hi Lopez,Yes there is a planned HF meeting this quarter with the...
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