MSB

4.69%

$1.45 mesoblast limited

New video discussion with Mesoblast CEO, page-9

First 9 Last

Share
Profile

Follow
ddwn

12,599 Posts.

3400

11/09/20

12:11

Post #: 47267931
Share

Originally posted by taylorstjames: ↑

Some crucial takeaways.

1) Still much looking forward to the FDA approval. Beyond GHVD they are looking at other indications!

2a) On GVHD - Hospitals can have Rem-L STOCKED day after approval. Looking at ~15 hospitals (as they do 50% of BMT)

2b) On reimbursements from insurance companies - starts DAY AFTER APPROVAL

SI - "We already have inventory, product is already made, and I don't see any reason why this product won't be used ASAP on FDA Approval"

3a) On C-19 ARDS trial interim results - Again, reiterated the case that the MOA of C-19 ARDS is very similar to MOA of GVHD. Just look at the compassionate use results in Mt Sinai!

Hopeful that label extension would be granted

3b) On the 30/45/60 interim results - "You're right that the interim analysis was just performed in the first 90 patients and we flew through that. The DSMB recommended that we continue with the trial..."

3c) On early stoppage - "We are focusing on completion of the trial and being in a position to present all the data to the FDA and have a potential label extension for Ryoncil "

3d) On Australia - Ethics approval = several hospitals in Melbourne and Sydney that will take part in the trial

4) On CHF & CLBP - "Both of these indications are really blockbuster unmet needs"

Again reiterated that its the same MOA of inflammation.

Mechanism is the same, different product, different delivery. Both readouts will happen 4th Quarter this year.

CHF - partnered with Tasly (in China), in USA anticipating to partner with a major heart failure company
CLBP - partnered with 'No.1 pain company' Grunenthal, waiting for EU P3 trial, USA also anticipating a partnership

5) On scaling up and COGS and QC -
a) Mentions Lonza, also acknowledges the much larger volume needed. Plans are already in place to increase production to meet need for C-19.
b) Mentions proprietary media using recombinant growth factors to increase yield by 5x-10x.
c) Mentions 3D-bioreactors increasing production and reduces the manual (labor) nature of the manufacturing

= reduced costs, increased volume production

6) On capacity to ramp up - they've been very judicious in terms of pre-launch capex (big pharma usually 18mths pre-approval), only invested 6mths in advance.

a) Mentions that - sales force is ready and 12mths worth of inventory is ready for launch

7) Capital - happy with capital position

8) On strategic partnership - Expects increase in royalties and also increase in revenue from strat partnerships

Expand

Nicely done - now bring on those announcements

MSB Price at posting: $4.45 Sentiment: Buy Disclosure: Held
10 Upvote

0 Great analysis

Reply

Top Stories

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

SHN

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

RAG

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

CXU

Cauldron Energy reports "excellent" uranium assays in latest drill run

A3D

Defence MOU for propulsion systems pushes Aurora Lab shares higher

NWH

NRW Holdings inks $109M deal with BHP for works at Jimblebar

TIG

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

IMA

Issues emerging as Australian companies tackle critical minerals challenge

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

There are more pages in this discussion • 114 more messages in this thread...

First 9 Last

Add MSB (ASX) to my watchlist

(20min delay)
Last $1.45		Change 0.065(4.69%)		Mkt cap ! $1.655B

Open	High	Low	Value	Volume
$1.39	$1.50	$1.38	$7.016M	4.856M

Buyers (Bids)

No.	Vol.	Price($)
1	10425	$1.44

Sellers (Offers)

Price($)	Vol.	No.
$1.45	44243	5

View Market Depth

No.	Vol.	Price($)
1	10425	1.440
2	9000	1.435
10	126640	1.430
3	74102	1.425
3	57838	1.420

Price($)	Vol.	No.
1.450	44243	5
1.455	17000	1
1.460	22100	1
1.465	91484	6
1.470	140552	8

Last trade - 16.10pm 11/10/2024 (20 minute delay)

MSB (ASX) Chart

New video discussion with Mesoblast CEO, page-9

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

Cauldron Energy reports "excellent" uranium assays in latest drill run

Defence MOU for propulsion systems pushes Aurora Lab shares higher

NRW Holdings inks $109M deal with BHP for works at Jimblebar

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

Issues emerging as Australian companies tackle critical minerals challenge

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

New video discussion with Mesoblast CEO, page-9

Top Stories

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

Cauldron Energy reports "excellent" uranium assays in latest drill run

Defence MOU for propulsion systems pushes Aurora Lab shares higher

NRW Holdings inks $109M deal with BHP for works at Jimblebar

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

Issues emerging as Australian companies tackle critical minerals challenge

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News