I can see @Barman76 and @Tunnah etc haven’t started this thread...

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elvisj

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02/10/20

14:16

Post #: 47810869
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Originally posted by elvisj: ↑

Here's a thought, why don't you MSB guys start an MSB vs CYP thread on the MSB board.

This makes sense for a number of reasons
1. most of the posts on this issue seem to be by MSB holders
2. the MSB holders consider the CYP holders (except for Pfeifer) less informed
3. you are not getting the responses you want to hear on this board
4. you will get the responses you want to hear on the MSB board, in fact you will get responses that will make you happier and more secure with your investment than you could have imagined
5. the manufacturing issue is currently more critical for MSB. CYP have produced cells with no issue in a very short time for a large OA trial. The Nature Medicine article makes it clear CYP's manufacturing capability is fine for a very long time (and if we do one day need more cells for a new application we get one additional donor). MSB have been unable to provide product for their 4 customers per week in Japan due to consistency issues; they are awaiting FDA approval subject to which they claim they will need to change their manufacturing process to 3D, the 3D manufacturing process is not yet developed (ok they have blue prints for something they think will work with a lot of investment, collaboration and work); due to the (proposed but critical) new manufacturing process using 3D the FDA may require additional trials to satisfy consistency in product (to answer your question we don't know what the FDA will require of MSB in that respect, I'd expect as a minimum some trials for consistency, and yes to answer your other question if CYP introduced 3D which they have explicitly stated their product was designed to avoid I would also expect they would also be required to undertake additional trials).
6. you've extracted all the information you can from CYP holders which has not been adequate for you (nor has the recent Nature Medicine article written and reviewed by the top people in the world in this space) so now time to look for other information sources, my suggestion is the "informed" MSB holders.

But somehow I don't think you will start this thread on MSB. You'd do that only if you did not fear existing MSB holders becoming more informed as part of a discussion highlighting the critical issues faced by MSB above and the fact (again go by the Nature Medicine article, not my opinion) that CYP's process overcomes these consistency and scale issues faced by MSB. If however you wish to provide a more positive slant for MSB in that thread , you could discuss a management comparison in addition to the production process.

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I can see @Barman76 and @Tunnah etc haven’t started this thread on the MSB board, I thought the reasons provided above are quite compelling...today seems a very appropriate day to do that, particularly given the FDA’s consistency concerns.

CYP Price at posting: 97.5¢ Sentiment: Buy Disclosure: Held
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I can see @Barman76 and @Tunnah etc haven’t started this thread...

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I can see @Barman76 and @Tunnah etc haven’t started this thread...

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