a gps thoughts on msb results, page-2

Tony, I agree with most of what you say.

Certainly the hard end points were there. But its not the slam dunk that has given this comp a market cap of over 2 billion dollars.

Its just the dose response that gets me. Also the early ?3 deaths in the control group (which was a small control group) looks like it would have a large effect on significance. Certainly this might suggest early protective effect but with such small numbers I think the efficacy becomes more uncertain.

The use of standard cells for infusion which can essentially be kept in the fridge of hospitals to be used much like any drug, would be bloodly fantastic. Compared to the personalised approach with the patients own cells which is far harder and more expensive to roll out.

I hope they get the stage 3 trial and it works. But it would not surprise me if the FDA has a few requests.

One other thing, there was an immune response reported, although not clinically significant it makes me wonder if the chance of repeat doses is now less likely.

Cheers