MSB 7.69% $1.19 mesoblast limited

Hopefully Novartis looks past the recent trial failures and...

  1. 483 Posts.
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    Hopefully Novartis looks past the recent trial failures and decides to continue with the partnership

    Novartis don't care that C19 didn't meet the primary endpoint of 43% reduction in mortality. They are laughing all the way, knowing that they have just scored the mother of all freebies by gaining assess to data of a lighting fast P3 trial in ARDS to confirm evidence shown from previous results in GvHD and Mt Sanai. Same product same MOA.

    A question for you - If Novartis decide to continue their partnership with Mesoblast for all-cause ARDS after assessing the unblinded data, would you still consider the trial a fail?

    Would be pretty weird imo for a large pharma to partner with a company that's just failed a P3 trial for the same indication that they want to partner with them for.

    I'm surprised we haven't had any formal updates about that yet.

    Why would they update before assessing the unblinded data. I'm surprised you're surprised.
 
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