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Friday, October 20, 2017 3:21:00 PM
They are sitting at a market cap of $35 mil. And that was after a run up on rumours of stockpiling contract that has yet to come about. So I'm not too concerned about CBLI at least for now.
Allo, they may not have the product that we are hoping/thinking we have. But they are a competitor nonetheless, and should definitely be included in any conversation regarding competition in the ARS market.
One day we will eventually hear about the much anticipated interim results from HCT trial. Maybe then we will get confirmation with some real facts and numbers regarding the recovery of the three blood lineages Allo often refers to. The safety aspect of it in humans will also be a big asset to the pursuit of ARS approval, providing it's positive obviously.
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