MSB 5.24% $1.11 mesoblast limited

Ann: CEO Presentation to 2021 Annual General Meeting, page-51

  1. 2,687 Posts.
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    Focus

    The company is focused on Remestemcel-l for Covid-19 Ards EUA with Novartis as the blockbuster.

    Approval of Remestemcel-l potency assays at OTAT
    allows for the resubmission of BLA for paediatric AGvHD.


    Approval of Ryoncil on the paediatric market is one step -

    Everything else is noise.

    My guess - my noise if you like

    Confirmatory Covid-19 Ards trial will commence in partnership with Novartis immediately on OTAT concurring with the FDA that the potency assays are
    acceptable.

    By the time - 6 months- the BLA has gone through the process it’s feasible that a trial conducted in under 65s
    with elevated Crp levels will have been stopped for
    overwhelming efficacy.


    FDA then grants the EUA for COVID-19


    Who’s is going to stop a cure?

    Unmet need people .


    Unmet need for Severe Ards -


    Mass production is the missing link for an EUA- ahhh welcome back to the circle of life- that’s why Novartis
    is waiting. Size of partnership will depend on what needs
    to be invested to scale and the supply limitations will affect
    market valuations.


    We ain’t trying to develop a cold and flu tablet


    It’s a tad more important

    Rant over


    Sorry



    Reg



 
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