Well, the lady who really likes her food has sung....and what can we now say we INDEPENDENTLY KNOW for sure! Long-term, largish heart trials complete!
1) We need and want to know a lot more - this is a huge positive - my HOPE is, we can get these critical trials underway in 2022, with a partner coming on-board - Novartis spending some of that US$20bn from the Roche sellout??? In addition to ARDS! Mind boggling amounts here....
I'd personally like to see a trial where we split the patient population into THREE groups. 1) Standard of care to measure against. 2) Replicate much the same type of trial as we've already done, for confirmation and 3) Try a repeat doseage cohort...what IF X number of months after the first round of dosing, the patient received a second round of dosing etc....[a 3rd round for a few even]......but I struggle with putting bandaids on, so who knows what the "experts" are thinking.
2) We have arrived - rinse and repeat from above, we INDEPENDENTLY KNOW for sure! This is no smallish mid-stage stuff....this is peer reviewed high end, late-clinical-stage SCIENCE! The days of scaring naive new MSB holders with "does it work" are gooonnneeeeee......we HAVE a multi-multi-multi-$$BILLION$$ dollar heart therapeutic! CSL is basically built on a hand full of FDA approvals, we are well on the road to replicating that - however, they are around $310 a share, we are less than $2, I'm NOT saying it's apples and apples, but I am saying we are now in the same fruit basket. Remeber our recent VERY impressive aGVHD data too!
3) Unlike any other technology on the planet, certainly post a PhIII FDA approved trial, we show clear signs of "regeneration" - the cells are traveling to other sites in the body to conduct repair - WOW!!!! Again, this is why we need to see some repeat-dosing data IM[NON Expert]O!
A LOT one could say, but others vastly more able will no-doubt do that!
I just reckon we're about $98.00 a share undervalued, on the heart alone] - but that's just me not ramping a bleeding obvious and just my view of the also what should be bleeding obvious!
4) Assuming we can leave OTAT happy - today's announcement helps even more - can we successfully seek FDA approval based on where we are now at? The "go for it" side of me says given we uniquely work on heart inflammation and it's a high unmet need - MAYBE Yes! Our treatments are safe, effective and again, unique! But we should make clear to the FDA, more trials are happily also on the way!
Great day for MSB....a lot of doubt room off the table!
Welcome feedback from others on these thoughts and any further insights they can add...Just My Views - DYOR!
Go the 'Blaster!!!!!
(20min delay)