This guy Adam Feuerstein has a reputation for working with hedge funds. He was on CNBC here in the US today. He basically walked back much of his story and got major push-back from a Baird analyst. It was confirmed that these 125 patients were not on ventilators. The Baird analyst said there was a similar study in China for a similar subset of patients which showed 80% of the patients survived, yet the study failed. Maybe someone here has access to the details of the China study? Anyway, my main takeaway was that remdesivir is not in competition with remestemcel-l.
Gilead vs Mesoblast, page-25
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