Anyone thinking "this is more of the same" didnt watch the...

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    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'
    https://hotcopper.com.au/data/attachments/7805/7805160-8a4b7ab25b4ccf1c48368d11def50726.jpgTotal adressable market for LVAD
    https://hotcopper.com.au/data/attachments/7805/7805166-955f7ccdabfaa9b1a82f3e7e453b2f88.jpg
    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.smile.png
 
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