The investment case FOR Mesoblast, page-151

This is my summary of upcoming catalyst events for MSB, I previously posted this in another thread a day or so ago but it seems relevant to post here too:

1. Covid-19 Trial results released - <1 month
- Potential EUA (highly unlikely given primary endpoint not met)

2. Novartis sign partnership agreement - <1 month
- +$50m, all cause ARDS P3 trial fully funded, Potential partnership on CHF and other new indications

3. sr-aGVHD dispute resolution meeting with FDA - 1-3 months
- Potential conditional agreement to accelerated approval with a post-approval trial

4. Meetings with FDA on CHF and CLBP P3 trial results and pathways to approval - 4-8 months
- Chance of accelerated approval for CHF or CLBP in specific sub-groups (stage 2 NYHA CHF patients and opiod users or <68 months onset of --CLBP)

5. Milestone Payments from CHF and CLBP - <9 months
- Gruthernal may pay milestone payments based on CLBP trial results and commericalisation success with FDA and approval of EU trial
- Tasley may pay milestone payments based on CHF trial results

6. Novartis/Mesoblast All Cause ARDS P3 Trial begins 9-12 months
- large scale, likely multi-country trial
- 500-5,000 patients

7. Confirmatory Trials for CLBP and CHF - 9-18 months
- EU CLBP trial to be funded by Gruthernal
- Need CHF partner to fund CHF confirmatory trial currently

8. Ulsurive Colitis/crohns Trial results - 18-24 months

Of course, best case would be if all of this panned out but most likely is only some of these events will occur, also there is the possibility that none of these events will occur.