MSB 2.89% $1.25 mesoblast limited

Ann: Annual Financial Results Presentation, page-4

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    These are the 'new' / 'interesting' bits of info I got out of this presentation

    - Production capacity for TEMCELL is currently being increased as JCR has received orders far in excess of initial forecasts - this is a different narrative to the manufacturing issues mentioned in BP report, will be interesting to see if there's any further mention on this.
    - COVID 19 ARDS trial expected to complete recruitment in Q4FY20 - here's hoping for the positive early readout!
    - Post marketing study for aGVhD - planning underway: 'post-marketing' hopefully means they know an FDA approval is coming for paediatric!
    - First patient has been treated for MIS-C and has been discharged from the hospital - implies a positive outcome!
    - Label extensions for RYONCIL include Bacterial ARDS and Influenza ARDS - large addressable markets
    - CHF & CLBP readouts 'expected' Q4FY20 - delays on these are a little frustrating but looks like RYONCIL is the priority
 
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