MSB 3.83% $1.13 mesoblast limited

Locations@DocMcstuffins I only looked up the 180day participants...

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    Hide@DocMcstuffins

    I only looked up the 180day participants in GVHD001 but the list of original participating hospitals is pretty impressive from the Phase 3 trial . Virtually all the main teaching hospitals accounting for 50% of all cases in paediatric sr aGVHD are very familiar with Ryoncil and should be covered in the first wave of the rollout . As acute steroid refractory GVHD is an unmet need I am struggling to understand what choice doctors have right now for the under 12s... In one of the Reach trials I recall Rux had only 4 patients treated in the under 18 category. Anyone with a brain cell can read up on Reach 1 &2 and see that Ruxolitinib struggles to show any real efficacy in the severe grades of C/D disease . I don't suppose Doc you noticed the percentage of patients that also had to discontinue Rux during the Reach trials owing to toxicity, side effects, etc.

    The elephant in the room is that apart from Jakafi , most therapies for GVHD disease rely on blanket immunosuppression…which leads to very poor overall survival outcomes . There may be a case for still using Jakafi in adult for Grade B disease where the response is reasonable and maybe ECP for skin is another alternative, but I believe we trounce all comers in GI/Liver and multi organ disease categories.

    Mesoblast has already guided that it will implementing a “stepped roll out”for Ryoncil …but the inventory is already there …and I think treating 241 patients in the EAP, shows that it is not that difficult to find treatment refractory patients when other therapies halve failed.
    The Company has plenty of stock ready for distribution…and I think they will be a prime candidate for a Phase 4 trial in adult…it would be plausible to think they may seek accelerated approval for adult whilst committing to a 70-80 patient trial …alternatively they may need do a head to head RCT against Rux with a 180 day endpoint (28 day surrogates are less reliable) After all,seldom are companies approved for a paediatric therapy then prevented by the FDA from being used off label in adults. I am sure you appreciate from J Kurtzberg et al, that paediatric patients with this disease struggle to take pills (Rux is taken by mouth) as opposed to intravenously (Ryoncil) because of extreme fatigue and vomiting …Mesoblast knows from recent clinical data it has similar efficacy in adult patients too. I think your “concerns” are pretty lame !

    It’s pretty obvious that many shorters are preparing to change tack in anticipation of a successful BLA application. Eric Rose has already suggested that GVHD will ultimately (post adult approval which is 4X the size) be a $1bn market opportunity…but to be confident we just need confirmation of the reimbursement charges …Nothing comes close to Ryoncil for long term durability of response in severe categories. Failure to prescribe would be akin to incompetence in my opinion. I expect off label sales in adult to build up quite quickly . OP


    https://classic.clinicaltrials.gov/ct2/show/NCT02652130
    Participating Hospitals in GVHD001

    United States, California
    Children's Hospital Los Angeles
    Los Angeles, California, United States, 90027
    CHOC Children's Hospital of Orange County
    Orange, California, United States, 92868
    UCSF Benioff Children's Hospital
    San Francisco, California, United States, 94143
    United States, Colorado
    Children's Hospital Colorado Center for Cancer/Blood Disorders
    Aurora, Colorado, United States, 80045
    United States, Delaware
    Alfred I. duPont Hospital for Children of the Nemours Foundation
    Wilmington, Delaware, United States, 19803
    United States, Florida
    Miami Children's Research Institute
    Miami, Florida, United States, 33155
    United States, Illinois
    Ann & Robert H. Lurie Children's Hospital of Chicago
    Chicago, Illinois, United States, 60611
    United States, Michigan
    Children's Hospital of Michigan
    Detroit, Michigan, United States, 48201
    United States, Mississippi
    University of Mississippi Medical Center
    Jackson, Mississippi, United States, 39216
    United States, Missouri
    Washington University
    Saint Louis, Missouri, United States, 63110
    United States, New York
    Columbia University Medical Center
    New York, New York, United States, 10032
    Memorial Sloan Kettering Cancer Center
    New York, New York, United States, 10174
    The Children's Hospital at Montefiore
    New York, New York, United States, 10467
    United States, North Carolina
    Duke University Medical Center
    Durham, North Carolina, United States, 27705
    United States, Oregon
    Oregon Health & Science University
    Portland, Oregon, United States, 97239
    United States, South Carolina
    Medical University of South Carolina
    Charleston, South Carolina, United States, 29425
    United States, Texas
    Texas Transplant Institute
    San Antonio, Texas, United States, 78229
    United States, Virginia
    Virginia Commonwealth University
    Richmond, Virginia, United States, 23284
    United States, Washington
    Fred Hutchinson Cancer Center
    Seattle, Washington, United States, 98109
    United States, Wisconsin
    Medical College of Wisconsin
    Milwaukee, Wisconsin, United States, 53226
    Please do not rely on the opinions or facts contained in the above post when making an investment decision.
 
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