MSB 7.69% $1.19 mesoblast limited

Ann: Mesoblast Update on COVID-19 ARDS Trial, page-193

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    They geared it towards an early finish. SI and FG have just called the trials totally wrong. They've been unlucky. There was obviously pressure to get this out if it could save lives, so they went aggresive. How ironic they went conservative on CHF and an aggressive stance there would have saw success. GvHD FDA objection to single arm trial - one could summise they needed better discussions with FDA there, so stark was their objection despite ODAC.

    Good luck with back pain. Probably the least promising of the four trials. Thank God for the Novartis deal. There is obviously potential benefit in REM-L in anti-inflammatory effects and easy for me to say with hindsight, but all of these results could have been different with different trial design. Unlucky guys.
    Last edited by bedger: 18/12/20
 
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