MSB 2.70% 95.0¢ mesoblast limited

MSB Trading - 2020, page-18853

  1. 12,452 Posts.
    lightbulb Created with Sketch. 3375
    My thoughts on how this 30% of patients with 30 days treatment is to be played out...

    It should go something like this:
    1. Mesoblast to announced that they reached this target and has sent it to DMC
    2. DMC to review data and determine next step - I'm assuming they call the trial to stop due to overwhelming success
    3. 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 biggrin.png

    BTW - please don't feed the trolls
    Last edited by ddwn: 09/07/20
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