Let’s clear something up right away—you’ve already admitted that you’re not a shareholder, so your voice in this conversation holds no weight. You’re simply a spectator with no skin in the game. You have no actual stake here, so it’s easy for you to sit on the sidelines, throw out baseless claims, and distort facts.
As for your memory of Eric Rose acknowledging the potency assay issues only in 2023, you’re wrong. The FDA’s concerns about batch consistency and potency assays were central to the 2020 CRL. Mesoblast has acknowledged this issue since then and has been actively addressing it. In their communications as far back as 2020, the company clearly outlined the steps they were taking to resolve the FDA’s concerns, long before any 2023 statement.
It’s also a fact that Mesoblast has been transparent about their work on the potency assay and batch-to-batch consistency. In their September 2023 update, they outlined plans to generate new potency assay data and link it to previous clinical outcomes. This isn’t some secret that’s just now coming to light—they’ve been clear all along.
As for the idea that the company hasn’t been transparent about where they’re spending funds, Mesoblast has consistently provided updates on how they are addressing the FDA’s requirements. The work they’re doing on potency assays, batch consistency, and their ongoing regulatory efforts have been outlined in their official releases.
So, let’s not pretend your narrative holds any ground. The market’s reactions and the share price movements are not determined by your imagined ‘lack of transparency.’ Instead, they reflect the realities of navigating a complex regulatory environment. But then again, as someone with no financial interest in the company, you wouldn’t understand that.
Honestly, I’ve reiterated these points multiple times now, and it’s becoming clear you’re not actually reading what I’m posting—or the sources I’ve cited—before commenting. Take the time to go through the facts before throwing out more baseless claims.
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