I don't think it will be a partnership with Novartis, maybe another corporate partner but after Novartis. if it were a partnership with Novartis one would assume the details would have been included in the announcement last month. that or the announcement held off until all details were worked through.
my money is on 60% readout. the timeline fits perfectly and the duration of the trading holt suggests there are thing going on in the background, discussions with Novartis/FDA/DMSB perhaps. Hopefully they are fruitful discussions around EUA and not Mesoblast looking for a please explain after DMSB stopping the trial for futility. looks like we'll be waiting till tomorrow/Friday to find out.
good luck all!
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