MSB 11.8% $1.57 mesoblast limited

$90 a share on COVID ARDS Authorization ?, page-25

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    Following link to Dr A. Fauci's review of SARS-Cov-2 globally, and likely future developments for New England Journal of Medicine & Massachusetts Medical Society:

    https://interactives.nejm.org/iv/vrt/index.html?media_id=VFaqOp0p

    It's a useful update across the board. Basically, the virus is very much still in the race, but we're ahead by half a length.

    Note Dr Fauci’s graph at 16:34min showing the extent to which the changing SOC altered outcomes in the United States in 2020 during the initial phases of pandemic management. All-cause fatality rate dropped continuously from 6.2 % to 1.8 % during the period from April, 2020 to December, 2020. This period overlaps – for almost 8 months - the MSB COVID-ARDS study recruitment phase, therapy initiation phase and trial observation period.


    Fauci summarises at 17:58 the anti-viral and immunomodulatory interventions, introduced as SOC changes, especially dexamethasone (w. or w/o. tocilizumab) and the monoclonal antibodies, in that period.
    It’s now clear exactly how broadly MSB’s clinical study (ClinicalTrials.gov # NCT04371393) results & other trials were potentially prejudiced as CEO Itescu has stated, repeatedly.


    At 18:19min. he confirms the range of interventions in that period:


    “..Then there’s the ‘moderating the host’ response – the still somewhat unexplainable dysregulation of inflammation and immunity that occurs later in the course of disease – (for) which the standard of care now is a drug we’ve all used so often: dexamethasone, recommended for hospitalized patients receiving oxygen. Then there are other interventions of the inflammatory or immunomodulatory system. And then there’s adjunctive therapies.”


    IMO, from Dr Fauci's perspective there'd be no reason to give MSB's remestemcel-l (w. or w/o. dexamethasone) anything less than a long product life.

    Last edited by Phaedrus: 25/06/21
 
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