On the ARDS trial, in my stats I was working off a 10% target improvement, which is reasonably easy to meet. While this does leave some room for post-hoc analysis on secondary endpoints to show some real promise, I think they should have published a few more details about the trial and what threshold they were trying to achieve. I was also under the impression that the Bayesian endpoints were only in use for the interim analyses - so much of the trial design was not public, so the shock of what they were actually going for was a big one for me. However...
If covid reinfection is possible (seems likely) and there is some promise in the full trial data, then the next phase 3 trial could be for "all cause ARDS" (ie. including covid) targeting patients a little earlier in the process and with guidance on trial design from novartis. There's a chance the cells don't work reliably enough and in a consistent way that they will be able to pass a clinical trial... but honestly the ARDS trial was so hastily put together and not safeguarded against the changing nature of the virus, that there's a 50% chance it's bad/unfortunate trial design and a 50% chance it's the product. If I am novartis, I might just buy mesoblast in entirety for a broad offer of something like $3.50 a share and take the tech forwards myself, rather than dicking around with any milestone payments. If not, then I expect them to be heavily involved in constructing the trial design and using an endpoint that can be met for approval from the FDA or in Europe.
- Forums
- ASX - By Stock
- MSB
- USD573M in retained losses and a less than great 2020!. 2021 a year that cannot get worse
MSB
mesoblast limited
Add to My Watchlist
1.08%
!
$2.29

USD573M in retained losses and a less than great 2020!. 2021 a year that cannot get worse, page-2
-
- There are more pages in this discussion • 192 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
$2.29 |
Change
-0.025(1.08%) |
Mkt cap ! $2.931B |
Open | High | Low | Value | Volume |
$2.32 | $2.39 | $2.27 | $9.125M | 3.928M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
38 | 58232 | $2.28 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.29 | 23255 | 17 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
13 | 27563 | 2.290 |
37 | 82053 | 2.280 |
18 | 93659 | 2.270 |
17 | 168717 | 2.260 |
25 | 338454 | 2.250 |
Price($) | Vol. | No. |
---|---|---|
2.300 | 39252 | 24 |
2.310 | 53411 | 15 |
2.320 | 114908 | 20 |
2.330 | 54248 | 9 |
2.340 | 260340 | 5 |
Last trade - 13.48pm 22/07/2025 (20 minute delay) ? |
Featured News
MSB (ASX) Chart |