MSB 1.34% $1.51 mesoblast limited

CHF - MSB's Dark Horse with Multi-billion dollar potential, page-388

  1. 1,485 Posts.
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    Hi @dachopper

    Perhaps MSB's most likely CHF partner's head office is in Europe.

    No inside info on my part. But I say this because the Europeans seem to me to be far more deeply & immediately interested in the science of Mesoblast's rexlemestrocel-l line than some of the vested interests in the USA.

    In dealing with day to day trolls who pretend to know one end of a stethoscope from the other, it's easy for MSB holders to forget some of the insightful analysis that came from real world-class experts in Europe in 2021 & especially one that actually took the time to work through the implications in detail for the benefit of all of the members of the European Sociey of Cardiology (ESC). Someone will point out that the ESC's not the AHA with its 43,000 odd members, or ACC with its 56,000 or so members. True. True. It's not.

    But then again the ESC membership is "more than 95,000 men and women in the field of cardiology from Europe, the Mediterranean Basin and far beyond" (link here). So I think that's...more? I've reposted the link to The European Society of Cardiology's expert - Dr Victoria Delgado's - speech analysis of DREAM-HF here:

    https://www.escardio.org/Congresses-&-Events/ESC-TV/ESC-Expert-Perspectives-at-AHA-2021#dream-hf

    & the shorter extracted abstract of Dr Delgado's commentary here:

    https://hotcopper.com.au/data/attachments/4512/4512357-21ce2d9f7177340c67e735a8c82c14cf.jpg

    Again, some non-holder from outer space will rant that 'it's just the crazy Europeans' & 'what do they know?'. Well, let me point out that their expert commentator - Dr Delgado - is, in her spare time, one of the 3 Senior Associate Editors of Circulation. The journal. Of the AHA. Of America. So, not an anonymous toerag, or even one of Valentin Fuster's 'pets' and very much appreciated by American cardiologists. She has quite a few other credentials as well e.g. (from page 2 of her resume'):
    https://hotcopper.com.au/data/attachments/4512/4512472-0a7d97e522156f0fd203b37ecc33453d.jpg


    My point in reposting all this is simply to keep reminding people that although registration in the USA is being sought, Mesoblast's science is being well analysed & very well appreciated far beyond - & in Europe, in particular. So, I'd ask who - apart from Novartis - do we know that lives there?

    Also, I know this isn't really the right thread (& apologise for cross-threading) but let me take this opportunity to clean up some really dirty lies about Grunenthal's interest in rexlemestrocel-l that were posted on HC:MSB a while ago. The bald untruthful statement was made by a couple of downramping posters that Grunenthal had no obligation to support Mesoblast's upcoming clinical trial of rexlemestrocel-l for CLBP. That's pure bullshit IMO. Here's a link to the SEC filing by Mesoblast on the signing of the Deed Amending and Restating the Development & Commercialization Agreement (link here).

    And here's what Grunenthal actually contractually promised to MSB that it would do (on pain of legal damages if it failed to do so) in connection with that CLBP clinical trial, at no cost to Mesoblast:

    https://hotcopper.com.au/data/attachments/4512/4512445-65a87a287d394017e0158ec6562493e5.jpg


    I can't think of too many things in connection with liaison with the EMA or recruitment etc of the European patient population in the upcoming trial that wouldn't be fairly described as 'europe-specific regulatory and market access matters'. So, it's clear that Grunenthal is committed to spending $$$ with Mesoblast Ltd, and things are very much on track as MSB has notified ASX and Nasdaq.

    And it may be that the Europeans can see the future in rexlemestrocel-l a little more clearly than the FDA at this point in time. Nothing wrong wth healthy competition in the CHF partnership stakes.

    Cheers all.

    Last edited by Phaedrus: 17/07/22
 
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