Yes, I agree it feels as though Rexlemestrocel-l may steamroller past Remestemcel-l to the approval line. Reme- may finish first, but there appears to me to be a little more uncertainty and less levers to use to get there, and I think that's contributing to the way I'm starting to feel.
I really don't seen anything now obviously standing in the way of an RMAT-driven sprint for Revascor in HFrEF with LVAD, and even less for MPC-06-ID in CLBP. HLHS looks to me at this stage as a relatively under-resourced wild-card (mainly supportive evidence of MOA that can be used immediately on the other indications - perhaps most especially the evidence of regenerative functionality). CEO Itescu's indicated at the AGM that certain manufacturing may be shifted to Lonza Houston at some point, and I talked briefly with him there about the need for process validation studies for product lines at the new Houston plant. He didn't seem to think it was needed, as I recall. This all seems to be coming together really fast. But now that I think about it, perhaps it isn't.
Anyhow, in a practical sense, that is where the money is. And - especially given G George' increasingly significant stake - the drive to harness all the resources of the Lone Star state may be very real. What couldn't be coordinated for Rexlemestrocel-l with Tenet, Texas Heart Institute and Lonza Houston onboard?
I'll chew on your notes. Thanks.
Cheers
- Forums
- ASX - By Stock
- Ann: FDA Supports Accelerated Approval Pathway for Heart Failure
Yes, I agree it feels as though Rexlemestrocel-l may steamroller...
- There are more pages in this discussion • 58 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MSB (ASX) to my watchlist
(20min delay)
|
|||||
Last
$1.10 |
Change
0.028(2.56%) |
Mkt cap ! $1.238B |
Open | High | Low | Value | Volume |
$1.08 | $1.11 | $1.07 | $4.148M | 3.819M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
24 | 68057 | $1.10 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.11 | 202339 | 27 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
25 | 99186 | 1.100 |
21 | 116981 | 1.095 |
14 | 139136 | 1.090 |
13 | 203760 | 1.085 |
9 | 499178 | 1.080 |
Price($) | Vol. | No. |
---|---|---|
1.105 | 100214 | 21 |
1.110 | 174728 | 17 |
1.115 | 310582 | 12 |
1.120 | 101096 | 11 |
1.125 | 64668 | 6 |
Last trade - 15.43pm 21/05/2024 (20 minute delay) ? |
|
|||||
Last
$1.12 |
  |
Change
0.028 ( 4.69 %) |
|||
Open | High | Low | Volume | ||
$1.09 | $1.13 | $1.07 | 829227 | ||
Last updated 15.59pm 21/05/2024 ? |
Featured News
MSB (ASX) Chart |
The Watchlist
AUQ
ALARA RESOURCES LIMITED
Stephen Gethin, Non-Executive Director & Chairman
Stephen Gethin
Non-Executive Director & Chairman
Previous Video
Next Video
SPONSORED BY The Market Online