MSB - a new dawn, page-1700

Commercialisation ProgressToday’s 4C and Quarterly Activity Report include important updates on commercialisation progress for Ryoncil in the US. The key points are a) 15 infusion kits purchased to date across at least 5 patients, we understand these are a mix of public and Medicare payers; b) 10 transplant centres fully onboarded with 5 of those enrolling (treating) patients; c) a further 10 centres to be onboarded in the June quarter; d) market access continues to expand with 37 of 51 states providing fee for service Medicaid coverage with the remaining 14 states expected to come on line by 1 July 2025. Across all payers, 104m lives now have access to Ryoncil e) the team of 9 key account leaders commenced activities in the last week of April.Speed to marketOf the 10 centres that are onboarded, no names mentioned, however, early adopters are most likely to include those with experience in the drug i.e. luminary sites the likes of Duke Children’s Hospital and Dr Joanne Kurtzberg MD, lead investigator of the phase 3 clinical trial. In our view 5 patients in the first month on market is an outstanding rate of uptake in this ultra rare indication (steroid refractory acute GvHD). First cash receipts from the initial purchases are expected in the current quarter.

I believe someone asked for any broker info.

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