InvestorsHub Logo
Followers 375
Posts 16966
Boards Moderated 4
Alias Born 03/07/2014

Re: Gsdubb post# 7050

Monday, 04/14/2014 11:57:19 AM

Monday, April 14, 2014 11:57:19 AM

Post# of 106837
Well, they're under about $5 a share and that's despite having "TEVA" (a pretty big hitter on board as a partner) and they list quote:
"Mesoblast’s intellectual property covers the Company’s cellular therapy compositions, efficient processes for their extraction, purification and manufacturing scale-up, and the broad range of applications for which they are being developed. The intellectual property portfolio includes ownership of or exclusive rights to 61 patent families, which provide major commercial advantages and long-term protection across a number of technologies in key markets including the United States, Europe, Japan and China."

And BHRT lists "Myocell" as pretty much, if not at all, as having no patent protection anymore, again their own 10-K statement(s).

So, with all that going for um- Mesoblast is still looking to be on a long, long road- and their stock is in a straight downtrend if you look at the chart. $6 to $4 and still trending down.

And they're "starting" a phase III, which means, IMO they are at least several yrs out from even concluding, let alone does it "work" and then submitting for approval- and wow, 1700 in the trial.

See the Baxter trial- FOUR years they are stating to even get "final data" and Baxter obviously knows what the heck they are doing - and has a staff and money to draw on, second to none IMO.

http://clinicaltrials.gov/show/NCT01508910


Enrollment: 291
Study Start Date: April 2012
Estimated Study Completion Date: June 2016
Estimated Primary Completion Date: June 2016 (Final data collection date for primary outcome measure)

NOTICE: it is a phase III, "ADULT AUTOLOGOUS" stem cell trial.

Here is a previous one that Baxter "concluded", took 3 yrs according to the .gov site and is the same type of "CD34+" cells and had 150 patients it looks like. 3 yrs, 2006 to 2009.
http://investorshub.advfn.com/boards/post_reply.aspx?message_id=100549460

FOUR yrs they are expecting, and it's only 291 patients, a phase III and I personally would trust that Baxter, again has a world class "staff" at their disposal, probably 2nd to none in the industry IMO as born out by their past record of enormous economic and product success and industry reputation. They are trading at $72 a share with a $40 Billion market cap, 60,000 or so employees on probably every continent on the planet, and are enormously profitable and consistently profitable and pay a dividend, increasing dividend to prove it. So, I think it's safe to say they "know what they're doing"- so when they list 4 yrs, for a 291 patient, stem cell, heart related, phase III trail with the FDA, they must have some "clue" what the heck they are doing?