About this episode
Welcome to the latest episode of On the Couch.In this episode, Henry Jennings from Marcus Today sits down with Nathan Smith, CEO of Neuroscientific Biopharmaceuticals, to unpack how a differentiated mesenchymal stem cell therapy is progressing from acquisition to patient impact in refractory Crohn's disease.With promising real-world data via special access programs, a clear regulatory path, and lean execution, the company is preparing for a focused Phase 2 push in 2026.Topics covered in this episode:What the StemSmart MSC platform is – and why differentiation mattersSpecial access program results in fistulising Crohn'sPrior early-phase data and how it informs trial designMarket size for refractory Crohn's and broader inflammatory targetsRegulatory steps, including pre-IND and TGA interactionsManufacturing tech transfer with QGen and licensure plans2026 milestones across CRO onboarding, trial initiation, and IP expansionCash runway to trial start and approach to raising capitalCompetitive landscape and lessons from Mesoblast's US approvalA CEO's take on what actually drives market value—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
