54 minutes agoSome of my ramblings:
I heard one doctor, who is involved with the remestemcel-L trial, say "it looks very promising" and he thought that if it is approved for Covid-19 ARDS, it will probably be used routinely for all ARDS caused by any disease. That comment expands the market by another 120,000 patients annually.
I don't care how long it takes to get the announcement about this ARDS trial because Mesoblast has to get this done right, with no mistakes. This is just too big a deal to mess up. We are talking about worldwide contracts here worth billions of dollars.
I can understand why Mesoblast hasn't pulled the trigger on a partnership deal yet. If they wait for the Covid-19 ARDS approval then the partnership quadruples in value and it may spark a bidding war.
It looks too like Lonza is getting on-board from the manufacturing end of things, the launch is ready.
The GvHD approval is a big deal in it's own right so if Mesoblast succeeds with Covid-19 ARDS we'll get a double-barrel blast off.
My guess is the share price will shoot to $27(au$7.7)on the first day of approval and then a very quick rise to over $100(au$28.5). There is just too much money involved here with these two markets for it not to take off.
I'm not wanting to get anyone in trouble for perhaps "talking out of school" so I'm not going to post a link to any of the comments I found.
DYOR & Glta!
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LongStock54 minutes agoSome of my ramblings:I heard one doctor,...
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