Anyone thinking "this is more of the same" didnt watch the presentation.
I missed the discussion on Ryoncil and its possible extensions. Maybe someone can add their discussion to this portion.
Back Pain (I got in late on this discussion):
"85% of pain specialists would recommend rexlemestrocel". "Doctors are waiting for this", "Patients are waiting for this". "Potentially a 14 billion dollar market"
Heart Failure:
Regarding Dream HF - Ken Borow - Therapeutic Area Head - Cardiovascular:"Patients are going to be lining up for this treatment'Total adressable market for LVAD
Emerson Perin: "The FDA have not been ready for Inflammatory Heart Failure... but they are ready now!"
Eric Rose: spoke highly of Silviu for reacquiring the product after Teva butchered it, and suggested it would not have gotten to where it is today without him.
Rose: Also paid acknowledgement to the patients that contributed to the trials.
Emerson on academics and NEJM - essentially saying they were too fixed on the "missed endpoints"! lol - for the Long Term holders - there's the closure on that story!
Michael Schuster - Head of Business Development:
- On label extensions: first up DMD as growth opportunity for Ryoncil - "...inflammation more relevant to the disease than previously thought". "able to proceed directly to registration trial, able to extend ryoncil label if succesful", " able to sustain ryoncil pricing infrustructure."
This is just what I caught. I'm going to catch up on this remainder of the presentation later - but then again, I'm not the one they need to convince to invest in this.
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