GVHD still on track to fully enroll by the end of 2024, says KK.
My take away is that not many if any have been enrolled since March 2024. The next two quarters (not including the quarter we are in that is almost ended) will be most interesting.
The can keeps getting kicked down the road. It's the only trial they are paying for......?
The questions about Mesoblast's progress were priceless. KK refers to what the FDA requirements are and ends with there is not expected to be any impact whatsoever (or something similar). No mention that Cynata is doing a P2 and is a long way from a P3 and approval, let alone commercialisation? What about how the
market (outside of the FDA process) will react if Mesoblast gets approval? No impact expected there.....really? Anyway, he answered a difficult question very well.
Why didn't he say that Cynata might not need a P3 for GVHD - no good vibes here Dudes?. I reckon he wishes he could take that back.
Partnership or bust. If they pull it off, this could well be a rocket to the moon. If they can't get a partnership then from his own explanation, they are going to have to get cash before the end of this year. The 30c strike price call from KK is a worry - he's banking on hope and good wishes? Or is he privy to other 'activity' that will get the SP there?
It was a very good Presentation and Q&A. 8.5/10 - that's a very high score from me. KK should be commended.
(20min delay)