"VCEL has a competitor with better phase 2b results."
Are you talking about a competitor for MACI or ixCell?
" MACI needs 6 months to show growth and growing revenue. Dead money until then, in my opinion. "
Strongly disagree.
1. Carticel did $39M in 2016. Because MACI is approved for primary rather than secondary like Carticel and for more defects. And it is a much simpler procedure and they have already trained many more surgeons than there ever was for Carticel, I believe it is close to 100% certain that MACI will create much greater revenue. And in addition you don't have to wait 6 months to determine what is going to happen. Watch the increase in number of surgeons and number of biopsies coming in.
This is about as sure a thing as there is in the arena of small biotech stocks. Those wiling to take the slight risk now, most likely will be rewarded beyond their fondest expectations.
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