MSB 2.10% $1.17 mesoblast limited

Novartis deal on the rocks, page-48

  1. 924 Posts.
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    The MSB clinical pipeline has been decimated.

    aGVHD is in tatters as the FDA reasonably did not approve on MOA and the attempt to use industry data to prove that failed trials actually succeeded.

    ARDS has not passed muster. The result was always going to be impacted by various pretreatment etc.

    CHF - primary endpoint failure has left the company with a potential blockbuster that will require someone to understand how it works and to replicate in further clinical trials.

    As for CLBP - the science seems a little uncertain given the plethora of failures, inability to prove MOA and left field results.

    Novartis has yet to finalise their collaboration. At this point - even if believe in the science makes MSB a complex gamble.

    Also this week it seems the acute condition nuance has gently shifted to early stage again.
 
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