MSB 2.98% $1.47 mesoblast limited

MESO trading tonight, page-42

  1. 1,055 Posts.
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    haha I don't like them enough to be up 100% up in one day, but yeah, I'll try and find some time to tomorrow to take a look. My initial impressions were that post-hoc sub-group analysis is unlikely to lead to approval, and we'd need another trial. The problem with MSB seems to be that there's always compelling and extraordinary results in the secondary endpoints and never in the primary, which makes it either:

    - an amazing drug that is hard to understand and prove OR
    - a company that has good products but can't design trials to save themselves

    Either way I'm at the point where I think a partnership on all products to assist MSB in winning approvals and going to market would be really smart.

    It's likely that we'll see something like this in the covid data also.
 
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