MSB 4.89% $1.07 mesoblast limited

Ann: Mesoblast Webcast, page-66

  1. 102 Posts.
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    my interpretation/summary of webcast

    1. unblind at 69 days of all patients (223) - so 60 days from Wednesday + analysis time
    2. interim 1 and 2 showed better survival with msb but patient population was changing through trial (mean age of 50 in first half to mean age of 60 in second half - might be 50s/60s rather than 50/60)
    3. as trial went on - patients spent more time on sick before going into ventilators, were on more experimental treatments - hypothesis is that one it gets to a stage where disease is too progressed ie scarring of lung?, then cells are less effective. similar to observations with chf trial - stage 2 responds better than stage 3
    4. Will unblind data and assesss groups - may still be potential for EUA
    5. Ards in general (inc covid) - leaning towards positioning msb as first/second line treatment rather than last resort ie trials likely to be designed like that. obviously subject to unblinding of data and analysis
    6. IBD/colitis - data from these studies indicate better responses in patients which only failed 1 therapy rather than 2 or more - so aligns with heart and potentially ards - msb is anti inflammatory/stops disease progression rather than regenerative when all else fails
    7. seemed to indicate that the early look at the colitis trials suggested the data was very promising
 
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