MSB - a new dawn, page-1576

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    Diane325

    Evening Diane

    A good summary - with thanks.

    The company has confirmed previously that the heart AA meeting was requested during the Jan - March quarter. You can confirm this from the 03/04 announcement (extracted below FYI):

    https://hotcopper.com.au/data/attachments/6991/6991309-20aad674f37b0aa62eb80b75414fed4b.jpg


    They didn't specify precisely when it was requested - it was just requested during the last quarter.

    Either we can assume that it was requested at the end of March, and the meeting will take place at the end of May.

    Or, the more bullish/hopeful view is that it was actually requested in Mid-March, and the FDA took 21 days to accept the meeting request, and only when the company was informed by the FDA that the meeting has been scheduled, they made this announcement on 3 April. If you adopt this view then the meeting should take place next week (60 days from mid-March).

    Personally, I think the safer view is the former - i.e. meeting requested at the end of March and scheduled for end of May. But we never know. Could be in for a pleasant surprise next week.

    4C on 30 April did say "Mesoblast has a Type B meeting with FDA scheduled for this quarter"... They could have said "in the upcoming month", or even better, just give us the date, but MSB is not known for precision with their language.

    Last edited by Blackkkkkkk: 10/05/25
 
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