MSB 0.51% 97.0¢ mesoblast limited

Seeking Alpha hatchet job, page-186

  1. 933 Posts.
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    I am glad you quoted my post.

    The 206 subset that established the 60% mortality seems great.

    But what did it prove? The primary endpoint was reduction in hospitalisation as a means to show underlying therapeutic effect. Instead, it proved that catching people with milder Disease potentially reduces their progression and mortality however - no reduction in hospitalisation?

    So throw all that into a clinical trial and where do you start?

    MSB cannot just keep on creating possible indications. it needs to prove its therapies work and that there is a market for them. ie approvals and sales.
 
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