MSB 1.81% $1.13 mesoblast limited

Analysis of the EAP, page-930

  1. 129 Posts.
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    Agree Peels, that the P3 outcomes will be utterly important, however I rate ARDS at minimum at least as equally important.

    Covid is demonstrating:
    - growing numbers of cases across the globe, including in an increasing number of countries that had 'flattened the curve' (let alone those who hadn't)'.
    - recognition, from Spain, that there is only limited-duration immunity (ie: NO herd immunity - cannot state how critical this is and how little has been said about it - perhaps because it is BAD news?!?).
    - various reports of mutation.

    Leaving aside the economic impact altogether at this juncture we are effectively talking about the potential for ENDEMIC COVID-19...sans vaccine.

    ARDS n=300 numbers that approach the Mt Saini results will provide an efficient, effective, treatment of last resort. Something that @ the promulgated 80% efficacy would push the WHO death rate, released last week after a global 2 day 1,300 person symposium, of between 0.4% - 0.6% of cases back commensurately...

    A successful and potent Remestemcel L will then become the cornerstone of a range of treatment options that will include Remdesivir and Dexamethasone that presents a genuine range of options for the inflicted.

    Perhaps now we can cast a thought back to the global economic impact of COVID sans MSB and avce MSB.

    Until a vaccine is effective and much more importantly available, the demand will only grow for Remestemcel L because governments will have no excuse but to reopen and reopen hard because at 80% recovery rates for Remestemcel L, the virus that could justifiably be viewed, from a mortality perspective, as something approaching influenza.

    To put this in perspective South Australia had 177 influenza deaths in calendar 2019...with 4 COVID to date!

    Just my view. Appreciate the above is assumption ridden, but that is where we are not only as MSB holders (believers) but also MSB HCer's...

    GLTA. (Xmas in JuLy!)




 
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