i think just on that 30% interim, my guess is that it goes something like this:
- 25/06 - Mesoblast announces that we've reached 90 patients with 30 days assessment, and have submitted for review
- Early July - Independent review
- Mid-late July - FDA approval
But, prior to #3, they need to fit in approval of Ryoncil somewhere, as this is their easiest path to tick a lot of boxes.
- We approved a product (Ryoncil) that have followed FDA processes, rules and guidelines
- We are now approve an extension of Ryoncil called Rem-L for Covid-19 ARDS treatment
Neat and ticks off all of the FDA steps.
Mesoblast gets a huge MOAT and hard for other companies to come into ARDS any time soon
How can this be anything, but HODL
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