Any thoughts on the difference between CX601 and Takeda's Alofisel? is this the same disease?
Wondering whether we expect royalties from Takeda at some point? From what I can gather, Takeda acquired TiGenix in 2018 with the MSB licence to TiGenix that you posted dated at end of 2017.
Something I came across recently has been that Alofisel is priced at 5.62 million yen (https://pj.jiho.jp/article/245593) - this compares to Temcell pricing of 868,680 yen/bag of cells in 2015 at an average of 16-24 bags per adult patient (https://www.globenewswire.com/news-release/2015/11/27/790909/0/en/Mesoblast-s-Japan-Licensee-Receives-Pricing-for-TEMCELL-HS-Inj-for-Treatment-of-Acute-Graft-Versus-Host-Disease.html#:~:text=Reimbursement%20for%20TEMCELL%20has%20been,bags%20of%2072%20million%20cells.)
Notably, most Japanese patients are paediatric (https://ssl4.eir-parts.net/doc/4552/ir_material_for_fiscal_ym3/125140/00.pdf) and therefore presumably use less bags - also note that in the linked document there is a statement about COVID impacts on bone marrow banks - potentially impacts Temcell revenue in near future
Any thoughts on the difference between CX601 and Takeda's...
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