Investors in MSB / MESO competitors research us, page-45

@imback, I think it's a good question. To some extent it will depend on how well remestemcel-L does in the current trial. That will allow a new Bayesian predictive analysis to be done so that follow on studies can be properly powered.

I trust Mesoblast will want to do a number of follow on trials. That widens the moat against competitors. Meanwhile clinicians will have the problem of what to do with a patient who clearly has ARDS from a viral pneumonia but who tests negative for SARS-CoV-2. If the initial label approval is for only Covid-19, the patient's insurance may not want to cover. I suspect there will be many cases where the physician contacts the insurance company for pre-authorization saying, "you know, we really can't rule out a false negative test."

But these are good problems to have. Key now is to get the initial FDA approval.