MSB 3.54% $1.09 mesoblast limited

Ann: Third Quarter Results Presentation, page-28

  1. 4,024 Posts.
    lightbulb Created with Sketch. 5157
    Yeah, I did appreciate the additional unseen data in some of those slides, and the mention that they were exactly that ---- some of the slides provided. That means there are more we are not privy to.

    Remember the FDA agreed to the approach MSB have taken in order to validate the potency assay.

    That means they agreed a study of above and below the mean results of T cell potency assay would be sufficient to demonstrate the assay, and we know from the results we have seen, they are fantastic and far better that I thought they could be.

    The question I still have, is will the FDA push MSB to move the cutoff level for T cell activation higher?

    If so, I woul expect a 50% yeild drop which will reduce profits, or increase in cost, or change in manufacturing to target increasing T cell potency results.
    Last edited by dachopper: 26/05/23
 
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