So.. take 2 for my post yesterday that somehow didn't go...

So.. take 2 for my post yesterday that somehow didn't go through..

Some thoughts about the activity yesterday!

As you can see, the sharts have 9.8 days from 16/11 to cover their positions, which roughly translates to ~26/11 which is another 2 more days or so. They are playing with fire.

We have entered into what is panning out to be a massive watershed moment for MSB and for regenerative medicine as a top 5 pharma company is now hand-in-hand with us.

I spend some time yesterday listening to the recent webcast and I think one tiny (but hugely significant) detail might have flown over our heads if we weren't listening out to it. It is this -



...FULLY FUNDGLOBAL clinical development for all-cause ARDS and potentially OTHER RESPIRATORY INDICATIONS.

This is MASSIVE news. Considering how now MSB has taken a respiratory focus, this opens the doors up for Remestemcel-L to be used for OTHER indications!

I went to look up respiratory indications. Of course there are plenty, but here are a few top ones.

With a few examples, giving ball park figures in terms of the global markets...

1. ARDS - USD900M market
2. Allergic Rhinitis - USD7B by 2024
3. COPD - USD14B by 2025
4. CF - USD14B by 2024
5. Asthma - USD20B
6. Smoking cessation - USD64B by 2026
7. Idiopathic pulmonary fibrosis - USD2.8B by 2025

Imagine giving Ventolin a run for its money!!

Just on these 7 indications alone, we're looking at a USD122.7 billion market! If Remestemcel addresses just 20% of the market, thats ~USD24B just on these indications alone. The respiratory indications market is larger than we think. Now we have a top-5 pharma company fully bankrolling the studies to treat potentially other indications.

I believe the market is just waking up to the gravity of the Novartis deal, and we will continue to see more traction being gained in the weeks and months as it sinks in further.

(I would be very keen to see what @wombat777 makes of the news, in light of this new respiratory focus, in terms of a valuation )

GLTH, HODL!