Something very special is going on right now under the noses of an apathetic investment community who appear to have the attention span of a gnat. I use the analogy carefully as I originally considered comparing them all to hamsters, whose fabled short term memory is about three seconds…but then I learnt a gnat actually has an attention span of zero, since it has no memory. It responds to stimulus rather like a machine.
If your still reading this thread…congratulations…you are about to learn why Mesoblast is probably the greatest stock I have ever analysed in my long career.
First things first. What I am about to tell you is available in plain view to everyone…all you have to do is click on the link :
https://investorsmedia.mesoblast.com/static-files/e6876914-0cca-4fa4-8600-bbff2d438846Now , in view of everyone’s action span, i just want you to
look at
slide15 and i will translate for you.
MESOBLAST HAS NOT JUST RAISED THE BAR… ITS
BLOWN THE ******* DOOR OFF !
The data provided in this slide assess the performance of Mesoblast’s Rexlemestrocel (REX) relative to the best available therapies for diabetic ischemic heart disease available to patients right now. In fact to save you the bother looking them up, just concentrate on the SGLT2 inhibitors who have been referenced by the Lancet in the introductory remarks of a recent meta analysis as changing the paradigm for treatment of Diabetes Mellitus patients with heart disease.
https://www.thelancet.com/journals/eclinm/article/PIIS2589-5370%2821%2900213-3/fulltextSGLT2 inhibitors have just revolutionised diabetes treatment and are often referred to as a “paradigm shift” in care.
https://pubmed.ncbi.nlm.nih.gov/33331740/https://www.medscape.com/viewarticle/960084So, if SGLT2 inhibitors are the paradigm shift in heart therapy for ischemic and or diabetics …
what are
MPC’s ?
LOOK AT THE DATA…Canagliflozin has a
fraction of our proven efficacy…(although it should be pointed out that it has shown greater promise in non ischemic diabetics). But if you want to take Canagliflozin instead please go ahead…but you might want to read this first !
https://www.nasdaq.com/articles/special-report-jj-kept-quiet-on-popular-diabetes-drug-as-red-flags-multipliedOh well, if I have put you off with all those leg amputations , etc., maybe try the amazing Dapagliflozin …mind you it showed ZERO improvement in 3 POINT MACE in the cardiac sub group.
https://www.nejm.org/doi/full/10.1056/NEJMoa1911303Now Mesoblast would like to remind all you cynics out there “that the US Food & Drug Administration has previously accepted 3 point MACE reductions of 12-14% for approval of multiple pharmaceutical industry drugs to reduce cardiovascular risk in diabetic patients”.
For this reason, the Company is understandably excited…because it just presented its additional analyses of 3 Point MACE outcomes in
prespecified high-risk patient groups form the landmark DREAM-HF trial at the 18th Global CardioVascular Trialists Forum in Washington DC in December.
I think the next steps for the Company is to consider an application for Fast Track or Breakthrough Therapy designation….I would be amazed if the FDA did not grant such status considering this therapy appears to be the greatest prospective new treatment for diabetic ischemic in modern history…in fact Mesoblast has already received Fast Track status for its LVAD End Stage Heart disease programme. Why would they do this now ?
It would shorten the regulatory runway and may well allow (subject to the overbearing hand of the FDA) a single trial approval because of the exceptional circumstances. Even if such an outcome is still a distinct possibility rather than a probability, achieving accelerated approval status should add billions of dollars onto the NPV valuation for this therapy. I have no doubt that every major in the space will be flirting outrageously with the Company right now….
OP
Please do not rely on the accuracy of any facts or opinions given in the above post when making an investment decision. I own the shares.
(20min delay)
