Hey Madam...
As usual you are employing the good old selective reading and memory approach.
It was around August 2015 when Meso 1st tabled the Tier 1 & Tier 2 applications.
Tier 2s include Crohns ; Heart attack , spinal fusion and BMT. Since then ..at every presentation ( at least 10), it has been made very clear that the Company is concentrating on the following Tier 1’s
ALL $Bn dollar potential blockbuster
CHF ( class 2-3 and Class 4)
DDD
RA
Plus
aGVHD (where FDA agreed for a 60 patient open label trial)
In contrast BMT has a small $$n market application and reach. When you have limited cash, you allocate your dollars to the Blockbusters.
Having said that , once a partnering deal is done and there is strong cash flow ..just watch how BMT comes back with a vengeance as it is Meso’s mission to bring real change and hope to many sick patients suffering from a multitude of illnesses.
In regards to MNK and aGVHD ..as previously posted on the forum…the longer it goes for no deal , the greater the chance of no deal. WHY ? As the 60 patient (open label trial) is close to completion and 30 days after this we have the results , if the results are positive this will be a watershed moment for MSB , its holders, its non-holders and its patients. If not , then we holders still have the Tier1 applications as our back stop.
So what do you think Madam ?
Regarding 60 patient aGVHD application – YES , NO or I don’t know .
All answers fair ahead of the results.
GLTA.
MSB Price at posting:
$1.28 Sentiment: Buy Disclosure: Held
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