All factors have been reflected in the price

2021-09-09

There is a lot of game changing therapies coming in the hematological & BMT space. Just two off the bat are GMDA and ANTM, both still clinical stage companies but possible game changes which would reduce the % of allograft BMT procedures from relatives & donor pool to using more chord blood (GMDA's approach ) since it inherently has far less GVHD issues that donor marrow. Then ATNM has a therapy to improve conditioning thru targeted radiation vs chemo that if the FDA approves will make the tradition Allo BMT obsolete and KDMN meaningless. KMDN could have a relatively short window as a result so smart for Waksal bros to take the money and run into retirement. Sanofi realizes this too so that's factored into their price for sure..

Congrats to the longs!!!$Kadmon(KDMN)$

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