Maybe @Treed, but on my reading this treatment is to improve spinal fusion - which is a procedure MSB set out to replace by using MPCs to regrow the disc (which was seen in animal studies but not in humans, and thus the reason MSB redefined its endpoints to pain).
Spinal fusion uses bone grafts to fuse 2 or more vertebrae together when the disc between them degenerates. It usually needs various supplements to get the grafts to fuse - and at one stage stem cells themselves were a candidate to enhance fusion.
So yes, a competitor - you can either try to reduce pain by fusion or by trying to improve the functionality of the disc.
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