MSB 0.91% $1.11 mesoblast limited

Two GREAT takeaways

  1. 522 Posts.
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    1. Company said in its PR today:
    "Given the serious nature of anti-TNF resistant RA, we believe that MPC-300-IV is well-positioned to be developed as a regenerative advanced therapy to target this major unmet medical need."

    In about just over three months, the Phase 2 RA trial will be completed. Look for MSB pushing for accelerated approval after that, without the need for a Phase 3.

    2. With such great results, Mesoblast continues to put three major pharma companies on notice.
    Mesoblast's RA treatment bettered (in the initial 12 week result timeframe itself):
    a) Humira, the highest grossing prescription drug on the planet, used primarily for RA
    Humira is made by AbbVie, whose revenues are $23 billion USD, $14 billion of which are from Humira. AbbVie has a market cap of $110 billion USD
    b) It also bettered Baricitinib, which recently finished Phase 3. Baricitinib is made by a partnership between Eli Lilly and  Incyte, whose combined market cap is $105 billion.
    Baricitinib is a prescription drug to treat RA, which is touted to be better than Humira.

    So Mesoblast RA treatment > Baricitinib > Humira
    But wait!
    This.   Is.   The.   Best.   Part:
    A SINGLE MSB injection resulted in durable response through 9 months.
    One and done for 9 months at a time? Seriously.

    Compare that to daily doses with serious side effects from taking Humira and Baricitnib.
    Let the fun begin.
    @Rappa: Sorry couldn't resist your fave colors man.
 
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