Countdown to Interim Analysis, page-77

  1. 12 Posts.
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    As we wait, remember the facts:
    Meso is building on years of science and clinical evidence of both efficacy and safety.
    Remestemcel-l was very likely to be approved (before the pandemic) for aGVHD in September.
    aGVHD shares many similarities with the ARDS caused by COVID19.
    Mesoblast is targeting the worst cases, others are targeting easier cases.
    Other solutions have side effects, remestemcel-l does not.
    Meso has a robust pipeline with adult aGVHD, ARDS (influenza, bacterial), hypoxic ischemic encephalppathy, epidermolysis bullosa, Crohns, heart failure, and lower back.
    Meso is telegraphing signals: qualifications of leaders.
    Meso and Lonza have scheduled a webcast about the strength of the manufacturing partnership.
    Lonza is hiring in the stem cell bioreactor space.
    Meso just filed IP on MSC in 3D bioreactors.
    Meso just filed IP on treating hyperinflammation using MSC.
    Meso has insurance coverage lined up in advance.
    Meso has harnessed mother nature. Others are trying to force mother nature.
    Sure the stock of the day (CYDY, EQ) captures the imagination -- mAb have therapeutic value. Yet GVHD has remained an unmet need for years. mAb need to prove they work and safety - this will take time and they are not side effect free. mAb turn things off, including things the body needs. MSC are safer and more powerful and nuanced.
    Every stock I have ever held waiting on events take longer than I think it should, but Meso is getting very close.
 
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