Ann: Rexlemestrocel Reduces Heart Attacks/Strokes/CV Death in CHF, page-339

This post is dedicated to@RnessGness . Your kind thoughts are very appreciated.


Great to get access to underlying data from the HC Wainwright webinar....what stands out to me is one of the last comments made by Silviu , that Rexlemostrocel makes a “major impact over as many as 3-5 years of follow up”. Imagine that level of treatment durability and remember most of their Class II patients were enrolled at the start of the trial...so they have access to a large amount of data to make that claim. So Entresto can lay claim to the largest improvement in the treatment of CHF in almost 20 years until our therapy came along...now they are a distant second place.

https://www.fda.gov/media/144379/download


Revascor can reportedly suppress inflammatory led decline from Class 2 into Class 3 CHF, altogether,for 3- 5 years with one-set of injections. Wow ! Just Wow ! I can really see Novartis walking away with one of their biggest franchises under threat .....not !



In my opinion , when the shorters finally realise that these phase three RCT results are off the clock, they will realise that a global partnership deal, with multi billion potential milestones and joint revenue share is a foregone conclusion. That will not stop them trying everything in their power to cap the price until they can buy back their short...they are on borrowed time. Squealing that Mesoblast needs another $50-100m in 6 months time will not cut the mustard. Pharmas will be throwing deals at them EVEN if the FDA insist on another Phase 3 trial. If investors are patient I believe they will be well rewarded.

I know Entresto is contra indicated on a number of key gold standard treatments for Class 1 and 2 diabetics who suffer from CHF ,such as ACE inhibitors and ARB. The opportunity for Revascor to provide a major boost to treatment effect via combination therapy with makes me feel very perky.
Entresto was one of the great breakthroughs in treatment of CHF...judge for yourself, but i think we just raised the bar way over their heads.
All the global pharmaceutical companies with heavy investments in SGLT2 therapies such as Astra & J&J (Jansen) ,BMS ,etc., will also realise that combination therapies with Revascor will hand over either a decisive competitive advantage or a nightmare competitive threat.

Mmmm , pass me the popcorn. I like movies with happy endings !






Please do not rely on any facts or opinions expressed in this post, when making an investment decision. OP