MSB 7.69% $1.19 mesoblast limited

Ann: Mesoblast Type A Meeting with FDA, page-368

  1. 12,206 Posts.
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    The numbers for the GvHD disease are well documented. About 30,000 Bone Marrow Transplants (BMTs) are given annually to mostly patients fighting blood cancers. Unfortunately, this BMT treatment causes the Graft versus Host Disease (GvHD) in about 50% of the BMT patients. Standard treatment for the GvHD disease is Steroids or (Ruxolitinib) which has a long list of negative side effects.. This standard treatment doesn’t work for about 20% of the GvHD patients as they become Steroid Refractive (SR) and the condition then progresses to the Acute stage called SR aGvHD. That’s Mesoblast’s target market, of about 3,000 annually.. Mesoblast has formed a relationship with the BMT centers that perform about 80% of these transplants. Therefore, FDA approval would quickly open the door to treating about 2,400 critical patients, both children and adults. At this severe stage, patients are usually within a couple of weeks of remaining life and all treatment modalities have been exhausted. Mesoblast remestemcel-l is their last resort. No reason to withhold this treatment from any of these patients as there are no adverse side effects and trials have shown a 64% to 72% long term survival rate. .Estimated treatment cost is somewhere around $400,000 per patient, maybe more. There is evidence that insurance companies have agreed to cover the cost. In my opinion revenue could surge to nearly $1 billion annually, once the FDA approves.
    Long Stock and Barrel.

    Aloha.
 
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