MSB 3.76% $1.03 mesoblast limited

Hi jeronne,I agree with Vinn but the MBT trials (orphan drug...

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    Hi jeronne,

    I agree with Vinn but the MBT trials (orphan drug status) are alive and recruiting - according to clinicaltrial.gov update.
    Google "Cord Blood Expansion on Mesenchymal Stem Cells". Extracts as follows:

    ...
    Cord Blood Expansion on Mesenchymal Stem Cells

    This Study is currently recruting participants.
    Verified August 2012 by M.D Anderson Cancer Center.
    Last updated 20 August 2012.
    Principal Investigator: Elizabeth Shpall M.D
    Estimated enrollment: 125

    End of extract....
    (note :125 patients represent the original 25 PhaseI/II and 100 Phase III as per ASX annoucements).
    Whilst the BMT trials are part of the TEVA distribution agreement - as Vinn noted its a SMALL market ( I think $200m projected turnover = mkt capt of $4bn)in comparison to CHF;Disk ;Type 2D;RA.

    In relation to CHF,this is what TEVA and MSB are primarily focused on ( IMO , based on various analyst reports and interim annual report).

    I still dont believe that the market(excluding M &G and some of the long term analysts) appreciates how solid the Phase II CHF trials were in regards to efficacy..I have been told by Medicos nothing short of a revelation.

    Its been a long time coming and I look forward to the coming months and the Nov 12 AGM - undaunted and with excitement.

    The above is my view only so please DYOR.
    Good Luck to all holders.


 
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