MSB 3.16% $1.31 mesoblast limited

Ann: Update on BLA for Graft Versus Host Disease, page-645

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  1. 30,389 Posts.
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    SI clearly said that funding for the adult aGVHD was expected to be via academic sources:

    underscore the high commitment and motivation from academics

    Recruitment expected to be rapid, as these are the very sick, they're patients clearly out of other options.

    A lot will therefore depend on the limits that the FDA sets about cohort size, known in 45 days.

    Remember that MSB went through a formal appeal process on this and this may be the FDA's slap down.

    But FDA cannot be completely unreasonable or MSB will invoke another appeal backed by academia.

    FDA are drawing this out but risk their own loss of prestige if they mess this up any further.

    Patients in a double blind trial getting placebo will die 80% chance those are not nice odds to have on anyone's conscience.

    Just my take after closely listening to the Corporate update.

    Been busy today with life plus another stock today.

    We need to be resilient someone wants your shares cheaply. IMO


 
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