With three company altering phase 3 results just around the...

With three company altering phase 3 results just around the corner, there is still time to move in and out before the big news hits.

We have Ryoncil for Covid ARDS, which was originally slated as 3 - 4 months, with secondary measures of 90 day survival - so I would say late August or early September for completion of the trial. Why is that significant. Because if we hear nothing about efficacy until August / September, then efficacy is not as expected and the risk of failure increases.

The spanners in the works..... we have the Revascor Heart Failure trial with readout planned for " Mid 2020 "
and we also have MPC-06-ID Chronic Low Back Pain due Degenerative Disc Disease with readout planned for " Mid 2020 "

Reading between the lines..... If we have good Covid results, we will probably hear that early first, followed by the other phase 3 results.
If we have no news on the Covid - then we probably will get the heart failure and back pain results first around June / July......

Would the company sit on bad results in the hope of cancelling them out with great results - I would think so.

So the worst case scenario would be no result readouts until August / September....... which means Covid results may not be fantastic, and that the other results probably aren't fantastic either.

After that we also have the Ryoncil BLA with an action date of 30 September 2020, with the company making the treatment immediately available in the united states.

Bottom line...... I think any trading halt / results announced between now and July will be in MSB's favour, which I think should push the SP North..... No announcements and it could be time to reconsider positions come July.

What do others think of the timing?