MSB 2.98% $1.47 mesoblast limited

Analysis of the EAP, page-150

  1. 30,374 Posts.
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    True and I see Covid-19/ARDS applications as a colossal marketing exercise for MSB, apart from the clear primary purpose of
    saving lives.

    All the networks and vaccine conflicts of interests, and drug companies with FDA connections won't be able to stop the news firing up as MSB's Covid-19/ARDS clinical trial outcomes get announced. Even though it's frustrating to watch for now.

    i.e. The science will prevail.

    Proving that our MSCs work on the most sick patients under the FDA trials absolutely legitimises the technology. Rather than just relying on compassionate use.

    By meeting the challenge of the sickest of patients it opens the door for off label use therapeutic use as well, for the less extremely ill patients and for prophylactic use in those who are in the early stages of the disease, but have all the markers of being vulnerable to cykotine storm. (Underlying auto-immune disorders, age, etc)

    Compassionate use isn't enough; it doesn't address this much larger market which halts the development of ARDS in the first place. Why would MSB want to be limited to treating only intubated ARDS patients?

    This is the same principle as restemecell-L being used first in leukemia patients who have developed aGVHD and are in a bad way.
    But it's also open to be used at an early stage to calm the immune system, ultimately instead of the damaging use of certain immuno-suppressants which contribute to aGVHD developing in the first place.

    Cortisone, like all other immuno-suppressants, can weaken the immune system. It can worsen an existing infection or make an individual more susceptible to viral or microbial infection.

    This future off-label use to calm the immune system and make it efficient (rather than it producing an inefficient cykokine storm), is huge addition to the arsenal for patients who are immuno-compromised from whatever cause and under threat from SarsCov-2/Covid-19m.

    Arguably these patients, to be cost effective and save lives in a much less traumatic way, need early intervention. Not to wait until they'e on a respirator. Our MSCs are safe, now we're proving how effective they are on the sickest patients. This is the bottom line.

    It's huge in terms of implications for managing the spread of Covid-19 but it's not the only solution. As SI has taken pains to emphasise, it will work In combination with a vaccine, and other therapies such as anti-viral medications.

    So the dark days of Covid-19 look like they're numbered.

    I'm not a medico, but I try to put these things together logically based on comments on offlabel use etc. from doctors involved in the aGVHD trials and extrapolating for ARDS. There are assumptions I'm making from what I've seen over the years and from comments I and other posters have made in HC. Great work to those who saw off the difficult posting issues...it's been fantastic to watch.


 
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