Ann: Mesoblast Phase 3 Chronic Heart Failure Results, page-360

Thanks for the tag. I'm working today so haven't had much of a chance to have a look but generally speaking I've always been a bit "meh" on the CHF, notwithstanding the interest from Tasly.

I've taken profits along the way because I no longer have the time to monitor MSB on an ongoing basis but still have a small holding given the prospects for Remestecel/GVHD and the Grunenthal deal for Chronic Back Pain. Like many I believe, I saw the initial Remestecel FDA reviews earlier this year and that seemed to justify the upgraded valuation. I didn't see anything this morning that invalidated that (happy to be corrected).

Almost pulled the pin this-morning but holding for the time being albeit down to 4% of my overall holdings. I can't say I've invested much time in reviewing today's announcements so please accept my apology for these random, personal thoughts. Best wishes.