MSB Trading 2021 - paradigm shift, page-103

Hi @Sorepocket
I am not a medical person so I cannot say for certain that this is the case, so I must make it clear that the following is just my opinion.
Hospitals are jammed, therefore I expect they are only omitting the sick. Intensive care is only for the really sick. Even then I expect doctors are having to choose who goes in and how long they try, as there is a queue forming. (They are earning their money right now)
I agree that they will use other treatments if they are cheaper. However if REM-L given early enough reduces the time someone spends in Intensive care, then not only may that be cheaper but it saves another life of a person who would have died as no intensive care bed available.
if it prevents long term damage then again it could prove to be a more cost effective treatment with better outcomes.
My understanding is that for the trial it was a salvage therapy. Towards the end it was being given too late to make a difference so you are right, timing is everything.
So until they look at the data and compare treatment outcomes we don’t know. This information will I expect be helpful in moving forward with Ards generally. That is a massive market, yet you seem to have discounted it. I would conjecture that there are many actual holders of Mesoblast shares who would disagree with your conclusion. You maybe right, time will tell. I expect the Novartis decision to confirm the Ards partnership due in the next few months will be a major indicator of ultimate success.
So as a holder, with the fantastic heart data just announced, this is IMO a free hit with a multi billion upside.
I’ll take that!
regards
Yelrom