We are heading into the last week of July, which should be the most exciting week of the most exciting 6 months in Mesoblast history.
How can any SHs not be excited by this?
It's great to see so much more excitement in posters over this weekend - we are all sensing that this is the week where announcements will start to be made - make it so number one
It's a pity that the SP has been suppressed, but let the SP surge start on a steeper inclination, as I believe that we have so much packed in July & August 2020, that the news just have to trickle through, starting from this week - any day is fine.
A week later than what I've expected but, I'll stick to my guess and say this coming Monday!
So what has occurred recently and what's next?
The jungle drums are beating with:
- ODAC date has been announced
- Mesobalst hired another executive COO - you don't hire another executive on a whim, and not of this calibre - you have to have enough to entice them to come. So why did she come to an up and coming company?
- SI & Co is ready for more promotion of Mesoblast - for a conservative CEO - what's going on?
- ...
So bring on those announcements!
So what do I think will happen come Monday, probably item #1 below.
July 2020, maybe news about:1. ARDS patient enrolled updates (maybe at 30% or 50%)
2. ARDS partnership announcement
3. ARDS data sent to DMC for review
4. News about Ryoncil priority review (given that this is likely to be approved before ARDS)5. Leaks from doctors, family & friends in COVID-19 ARDS trial6. More analysts updates (regarding above & recent inclusion in ASX200)
7. CHF readouts
8. CLBP readouts (only one of #7 or #8, for this month - but, I'm not too sure which one "mid-2020")
Potentially, but unlikely for this month:9. Discussions of Pediatric multi-system inflammatory syndrome PMIS
10. Crohns updates
11. WH announcement ontherapeutictreatment - surely Gilead's treatment is not enough!
12. Quarterly reportsHOLD - the warp speed part of the ride to begin soon
BTW - Some otherbig ticket items are also listed herehttps://hotcopper.com.au/posts/44627079/single
And please don't feed the trolls, put them on ignore!
GLTASHs
Onwards and upwards
Stay strong, go long - HODL
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