Ann: Mesoblast Extends Ryoncil Payer Coverage To 104M US Lives, page-12

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    The SP screams “great value” with a huge expected premium (to me) for reasonably measurable risk. Market penetration for aGVHD is a matter of when and not if, and is well buttressed by activities in the follow on indications, trials and well-timed (all put in train before the tariff related chaos and DOGE madness) heart failure meeting with the FDA likely to be taking place or to have taken place in the window that we are currently in.

    I believe we are at an incredibly important juncture for takeoff velocity to kick in, on firm fundamental grounds.

    Not advice. DYOR.
 
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