MSB 0.52% 95.0¢ mesoblast limited

Novartis deal on the rocks, page-24

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    With Novartis conducting an 'old school trial' against current SOC for non C-19 ARDS they won't have to deal with all these experimental cocktails and even Dex, unless Dex is already approved as part of the SOC for non C-19 ARDS. If any of these cocktails work and manage to achieve an EUA for C-19 ARDS, that is still a long way from full C-19 ARDS approval, let alone starting a completely new ARDS indication trial. So if Novartis can get the jump on them and get Rem-L approved as SOC for non C-19 ARDS their competitors will be buying maybe thousands of Rem-L treatments to run on their SOC arm for their trials.I just think it needs to the credibility and deep pockets of someone like Novartis to be able to get a trial protocol approved with Rem-L at very early in ARDS treatment regime even before too many damaging steroids. Hopefully, the 60 day unblinded data from the current trial will signal that most effective treatment point. And the deep pockets are needed to ensure the study is not done on the cheap with unrealistic endpoints to keep the study size small. These guys don't need to take gambles like that.
 
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