MSB 3.21% $1.13 mesoblast limited

CEO Itescu needs to go, page-776

  1. 693 Posts.
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    Time will tell I guess! There is no evidence of massive improvement in cell potency, the changes have been more manufacturing tweaks (there's not much you can do to a very crude process involving cells sticking to plastic anyway). And in that vein I should correct a previous post by @LeftYahoo - the cells have not been modified by fucosylation or anything else - any significant modifications will require MSB to start again from the beginning (including Phase 1).

    My considered view is that a small scale adult "study" will not trump the previous RCT's - no matter what data mining or analysis MSB has done on its adult data. I personally doubt FDA will agree to the proposed study but will insist on a proper trial. Even if I am wrong, and they authorise the study, I consider the chances of success/approval are slim indeed.

    Much better to focus very limited resources on the other opportunities in the portfolio IMHO.
 
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