MSB 7.69% $1.19 mesoblast limited

Novartis deal on the rocks, page-149

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    The problem becomes the pilot study and all the other stem cell trials which showed a really strong effect. It is hard to square the amazing result from the pilot with the results in the current trial.

    One factor we haven’t really discussed which our CYP friends will love is the issue of manufacturing inconsistency. It is entirely possible that MSB’s cells work really well when good, but far too many batches are duds.
 
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