Ann: Mesoblast Q3 Financial Results Webcast, page-216

@MJC73

I understand the personal impact you mentioned in your Post #: 53618463 - my dad has smoked every day of his life since his 20s & the emphysema and cancer followed in due course. Agree entirely about the significance of the 6MWD test.

The factor that is impressing me most, as with you I take it, is the remestemcel-l and rexlemestrocel-l treatment effect duration. It doesn't seem to be talked about at present, even in MSB's own presentations, and I'm not seeing analysts take it up in forward projections. I'm scratching my head about that.

A treatment effect that endures for 3 times more than the SOC has the equivalent of a 300% cost advantage over that SOC therapy (subject to negligible discount factors) - & from the POV of a registration authority that should be critical public healthcare information.

From a different POV, it's one of the reasons why I don't trust bigpharma's business model as having an obvious place for MSCs and MPCs. I am very pleased that Mesoblast doesn't appear to be rushing to hand marketing & distribution rights to Novartis et al.