Ann: MSB Q3 Financial Results and Operational Highlights, page-131

I guess it was different when they were doing the same thing to your mob in the 90 cent range ? I think you have your own "shorter' problems to worry about - just sayin'


Many keep forgetting that the FDA's guidance for Rex-L that is due in the near future (if you work off their own scheduled timelines of 60 days) will either be -


1. Go away and do another 3 year trial; or


2. We recommend you make an application through the AA program for high-risk HFrEF patients with diabetes and/or myocardial ischemia.


With the positive results from the DREAM-HF trial there will be a partnership for either path chosen IMO and it will already be sitting in the wings waiting with a "what if the FDA chooses a new trial ?" or a "what if the FDA recommends an AA application ?" scenario ....


.... Mesoblast have had ample time to arrange the scenario outlined above IMO and I cannot see them announcing the FDA's guidance without it being in conjunction with the corresponding partnership announcement ? I have been wrong before so I wouldn't rush out and buy shares on my opinion though ... let's see what happens ?


In the meantime, ponder over the previous CHF partnerships deal remembering that it was finalised without the current phase 3 trial results / data Mesoblast have and if the FDA give the nod for an AA application for a reduced cohort with a confirmatory trial, then IMO the new deal would dwarf this one in comparison


https://www.genengnews.com/topics/t...s $130 million up,19.99% stake in Aussie firm.

Cephalon Shells Out $350M to Commercialize Mesoblast Stem Cell Therapies


Cephalon is paying Mesoblast $130 million up front and will make a $220 million equity investment in the Australian firm as part of a collaboration to develop and commercialize adult mesenchymal precursor stem cell (MPC) therapies based on Mesoblast’s adult stem cell technology platform.