We are heading into the most exciting week of the most exciting 6 months in Mesoblast history.
How can any SHs not be excited by this?
It's a pity that the SP has been suppressed, but let the SP surge start on a steeper inclination, as I believe that we have so much packed in July & August 2020, that the news just have to trickle through, starting from this week - any day is fine.
But, I'll stick to my guess and say this coming Monday!
So what has occurred recently and what's next?
The jungle drums are beating with:
- The insurers nominating Mesoblast products - what has prompted this?
- USC blogs discussing our trial
- SI doing Lonza's podcast this coming Monday (US time)
- Lonza is hiring
- ...
Also, from my observation, the volume has slowed down recently on both MSB and MESO.This looks like and smell like that the sellers have been exhausted at these low SP levels and we are ready for an announcement or three!
So what do I think will happen come Monday, probably item #1 below.
July 2020, maybe news about:1. ARDS patient enrolled updates (maybe at 30% or 50%)
2. ARDS partnership announcement
3. ARDS data sent to DMC for review
4. News about Ryoncil priority review (given that this is likely to be approved before ARDS)5. Leaks from doctors, family & friends in COVID-19 ARDS trial6. More analysts updates (regarding above & recent inclusion in ASX200)
7. CHF readouts
8. CLBP readouts (only one of #7 or #8, for this month - but, I'm not too sure which one "mid-2020")
Potentially, but unlikely for this month:9. Discussions of Pediatric multi-system inflammatory syndrome PMIS
10. Crohns updates
11. WH announcement on therapeutic treatment - surely Gilead's treatment is not enough!HOLD - the warp speed part of the ride to begin soon
BTW - Some other big ticket items are also listed herehttps://hotcopper.com.au/posts/44627079/single
And please don't feed the trolls, put them on ignore!
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