MSB 11.8% $1.57 mesoblast limited

TEVA as equity financer????, page-89

  1. 494 Posts.
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    Basically, I would like as much information as possible, short of compromising the trial, in order to make an appropriate investment decision.

    This, of course, is fanciful.

    Nevertheless, I find the company's language obfuscatory. Neither I nor the market were "delighted to regain full control" of the CHF trial from TEVA. I may have specialist knowledge in this field but I must confess that I'm unsure where one draws the line between "patient level data" and trial level data.

    More disconcerting to me was the statement in yesterday's audio podcast @26:40:

    "we cannot provide detail data to the market because the FDA prevents any detail data being disseminated in order to maintain the integrity of a phase 3 trial".

    The only inference I can draw from this statement is that MSB and TEVA were aware of detailed data but have not informed the market because they are not allowed to; not because they don't know it. Otherwise why didn't SI just say: "we have no detailed data"? So if TEVA was aware of detailed data, then it follows that this must have been part of their decision making process. Hence the concern.

    If I'm wrong, a clarification wouldn't be that difficult, would it?
 
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