MSB Trading 2021 - paradigm shift, page-6750

@Cato

I actually think GvHD for children should have been approved, with ongoing monitoring.
It was the bigger indications that were always going to pose bigger "off the shelf" problems with large scale manufacturing as SI said they would need to start again with any tech changes like 3D and BSF.

They still have a chance here, but with first rejection, you are talking another 12 months min with FDA back and forth.

GvHD in just children is a very small indication, with Japan taking 6 years to reach approx 200 patients (children AND adults) pa. so in reality, you are maybe talking about 500 children pa US....and it doesnt happen overnight.

NVS, looks 50/50 to me, and given ARDs outcome so far, I'd expect an adjustment to any original deal....so think re-negotiation is highly likely.

On claims from the great ramper one, of 25% royalties, I'll take any and all bets on that too, as double digit royalties on partners developing and paying costs of everything from deal usually is tiered, and closer to 10-15. See Meso's own royalty deal with Osiris for same.