MSB 3.59% $3.17 mesoblast limited

Ann: Phase 3 Trial in COVID-19 ARDS Surpasses 50% Enrollment, page-181

  1. 1,618 Posts.
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    Totally agreed.

    We are STREETS ahead of ALL other stem cell-related trials, and are on track with or only slightly behind most vaccine trials and other therapeutic trials.

    Given all that, the odds are VERY good that we could STILL be the "first" really significant treatment to have completed a full RCT for COVID-related illness when we are 30 days past the enrollment of our 300 (well, 150) lucky recipients of Rem-L.

    So we could STILL get a massive COVID bump.

    As well, and particularly with the FDA's shenanigans (and possibly MSB's misjudgment) with the AGVHD BLA, and the FDA's claim that only an RCT is going to cut the mustard here, a few extra months to wait to have inarguable results we can rub in their faces is INVALUABLE.

    Timing and enrollment rate is what it is. Frankly, with a 300-person trial, stem cell treatments at issue, the sorry state of patients qualified for this trial, practitioners needing to get up to speed with this trial (and being involved, potentially, in competing trials), etc., etc., to be even close to 50% enrollment at this date is incredible. Plus, with more sites opening up, rate of enrollment should NOT reverse, and can realistically be expected to increase.

    I really feel like that last few months of tasty share price increases - and the influx of so many FOMO newbies - has created this weird, and very unrealistic sense of timing and deadlines for MSB. We LTSHs have even started to get nervous.

    But we are talking mere MONTHS, WEEKS and DAYS to get our next announcement (ARDS, AGVHD, CHF, CLBP) and only over 3 months to get ALL of our outcomes.

    How many companies in which posters here are holding shares are able to credibly say:

    "By 31 January 2021, we will have full readouts announced in three RCTs, and an answer from the FDA about an accelerated approval application"?

    I can just about guarantee that it is a round number...round as in a goose egg. ZERO.

    105 days or so. That's it. That's all you have to wait for "yes" or "no" in relation to FOUR programs.

    I get being impatient (I am eager for good news, too). But it's coming. It's all coming.

    MSB and SI are given way too little credit for getting the company and these trials to this point.




 
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