MSB 2.70% 95.0¢ mesoblast limited

banter and General Discussion, page-6891

  1. 4,177 Posts.
    lightbulb Created with Sketch. 5443
    If you dive a little deeper into this Temcell study https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8417106/#B11

    You can see a few interesting things occuring regarding Remestemcel and TEMCEL
    • It used the old manufacturing technique.
    • It used the old potency assay values.
    • The cells had less ( almost half ) the TNFR-1 count.
    • The cells had almost hall the T-cell suppression levels.
    • JCR's cells had about the same OR as Mesoblasts did.

    Since that now 17year old data, a lot has changed in the company
    1. The manufacturing process increased the potency of the cells
    2. The potency assay minimum potency levels were revised
    3. There was a new trial conducted using 100% the new cells, with the higher potency, and as expected it yielded much better results. How much better? Significantly better than all other trials.
    4. When previous treated patients that were selected post hoc from older MSB trials, where the cells had the same release criterea as they now do, the results were the same.


    79% survival at 100 days ** New remestemcel - protocol 280
    74% survival at 100 days ** New Remestemcel

    66% survival at 100 days Old Remestemcel
    51% survival at 100 days Old remestemcel
    27 % survival at 100 days Temcel
    34% survival at 180 days Old remestemcel
    42% survival at 180 days Other
    33% survival at 1 year Ruxolitinib ( approved )
    49% survival at 1 year Unspecified MSC
    27% survival at 1 year Thymoglobulin
    63% survival at 1 year ** New remestemcel
    40% survival at 1 years - Mcmillen et all
    25% survival at 2 years - Rashidi et al
    44% survival BAT at 1 year - Reach2
    49% survival at 1 year Ruxolitinib ( approved )
    43% survival at 1 year Ruxolitinib ( approved )
    25% survival at 2 years - Rashidi et al
    51% survival at 2 years - **New Remestemcel
    49% survival at 4 years -** New Remestemcel


    So , not a single study has more than 50% survival, except those using Remestemcel-L.
    Hmmmmmm........ Looks like there is proof after all !


    You could say the comparisons with Temcel are to say the least old product v old product pre product improvement. Even then JCR manage 40% market penetration. Has JCR implemented improvements to their own cell manufactuirng and potency assay? They have not told anyone if they have. 17 year old comparisons of efficacy now are really in the realms of science fiction, making massive unproven assumptions along the way.

    Meanwhile, MSB went back and confirmed the same high level of survival when using the current updated release criterea.
    The proof is in the pudding.

    Case closed.

 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
95.0¢
Change
0.025(2.70%)
Mkt cap ! $1.084B
Open High Low Value Volume
94.0¢ 96.8¢ 93.5¢ $4.207M 4.417M

Buyers (Bids)

No. Vol. Price($)
3 42268 94.0¢
 

Sellers (Offers)

Price($) Vol. No.
95.0¢ 48002 3
View Market Depth
Last trade - 16.10pm 09/08/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.