My thoughts on how this 30% of patients with 30 days treatment is to be played out...
It should go something like this:
- Mesoblast to announced that they reached this target and has sent it to DMC
- DMC to review data and determine next step - I'm assuming they call the trial to stop due to overwhelming success
- FDA to approve Rem-L for Covid-19 ARDS treatment
With #1:
- Does this actually have to occur?
- Has it occured? If not, then when will this occur - any days now!
- Does NIH have to inform Mesoblast?
- Does Mesoblast have to inform the market?
- Where is the canary in the coal mine - e.g. change of status on the government trial website i.e. "Active - but not recruiting"
With #2:
- How long does this take?
- How and who do they inform that the trial must stop?
- When will Mesoblast inform the market?
- If the trial was to continue, will the market also be informed?
With #3:
- How long does this take?
- What are the steps involved here? Another long drawn out BLA submission?
- Surely, the most logical & expedient action is for the FDA to approve Ryoncil first and then extend the label to Covid-19
- How will this feed into the WH Covid-19 Warp Speed initiative?
With all the above, when will a partnership be announced?
With whom? $$$? Terms?
Anyway, a fair bit to play out
A lot is at stake, but both safety and expedient are at the forefront of all discussions
GLTASHs
Onwards and upwards
Stay strong, go long - HODL
BTW - please don't feed the trolls
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