MSB 5.08% 93.0¢ mesoblast limited

Just watched SI presentation at the Share Cafe Webinar. My key...

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    Just watched SI presentation at the Share Cafe Webinar. My key takeaways:

    aGvHD:
    * Coming quarter refiling
    * Second half of year potential approval
    * Small sales force as 50% of transplant centres in US
    * Substantial reimbursement revenues (launch towards end of year)
    * Japan seeing 30 - 40% adoption in market after 3 years
    * Potency assay to predict clinical survival - new data shows this
    * Very confident - resubmit data short order - review process 2 to 6 months
    * Reiterated 9:1 ODAC vote - extra data requested around potency assays

    IBD
    * Current drugs on market cost about $60,000/year
    * Update next couple of months further results
    * Initial results outstanding

    CLBP
    * Most valuable opportunity - multi billion projected annual sales opportunity
    * Second half of year to start CLBP trial

    Interestingly didn't expand of CHF - intriguing - make of it what you wish. My thoughts probably because in discussions with FDA.

    Mentioned extremely happy to have Dr Krause on board - asset for navigating first and subsequent products.

    SI looks confident.

    Good luck all!
    Last edited by Martin37: 25/03/22
 
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