MSB 2.17% $1.13 mesoblast limited

Ann: Update on BLA for Graft Versus Host Disease, page-201

  1. 213 Posts.
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    My notes from the Confrenece Call:

    - SI to discuss if the trial can be funded by academic institutions. Invetory for the trial is ready with the company, no more expense required.
    - If this trial is successful, approval to come for both Padeatric as well as Adults.
    - It's going to be an easier and shorter trial as patients are easy to enrol due to no other therapy available.
    - Duration of Trial, Number of Patients required for trial and if the Trial will be RCT (with or without control arm) will be decided after FDA meeting.
    - EAP continuation to be discussed and confirmed in meeting with FDA

    SI dodged one critical question by John Hester: He just didn't answer that and asked for disconnection of lines and wrap-up of conference.

    - Company's financial situation and plans to manage funds with short runway left with existing funds.

    Overall, IMO, it's a thunderstorm in near term, more dilution, but not all over yet, it's not a step forward, not well timed though.
    There is still hope and better hope than what it was 6 months ago.


 
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