MSB 1.29% $1.18 mesoblast limited

MSB Trading - 2020, page-19525

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    My understanding is that remestemcel is being trialed on the patients who basically have exhausted all options and are on their last legs. Msb won't need to supply millions of doses for everyone who contracts the virus only ventilator dependent patients with covid ards. I've read it's about 20% end up on ventilators of which 24% die. Based on the 13 million cases that would be roughly 624k (actual death total is 571k) so basically 5% of total cases.

    The paragraph below is from this link https://www.pharmaceutical-technology.com/comment/ards-treatment-covid-19/

    "Treatment for acute respiratory distress syndrome for the severely affected portion of the Covid-19 patients will play an important role in decreasing the mortality of the disease. About one in six Covid-19 patients have difficulty breathing, and about 40% of those with difficulty breathing develop ARDS. Of ARDS patients, who are treated with mechanical ventilation, there is a 20–50% survival rate. The estimated mortality rate is 80% for moderate to severe Covid-19-related ARDS"

    So rough figures say of the 13 million cases, 866,666 develop ards so say 7%. I was thinking that was what msb is targeting.

    Either way manufacturing shouldn't be a concern as they won't be mass producing, it's not a vaccine. I'm sure SI has done the numbers and has it all under control.








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