Australian (ASX) Stock Market Forum

MSB - Mesoblast Limited

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Re: Mesoblast bomb

skyQuake said:
MSB initiated at underperform by Macquarie.
Also big fade day today
Click to expand...

Feels a bit overdone for just a broker call... but they just responded to a speeding ticket with no answers...
 
Re: MSB - Mesoblast

Anyone has a link to the Mac. analysis report?

Will be an interesting report to read.
 
Re: MSB - Mesoblast

MSB chart very pretty. $8.30 an absolute shoe-in from here, I would have thought. Currently $7.96. (Approx +4%) .
 
Re: MSB - Mesoblast

possibly the fact that people are realising the mesoblast has nothing on offer? it's just been hyped up extremely well by a talented PR man the last few years...
 
Re: MSB - Mesoblast

actually the downtrend started earlier than when greece started hitting the ASX
 
Re: MSB - Mesoblast

They confirmed the other day that the Phase 3 trial is on track to commence shortly, subject to final regulatory approval. We can interpret this as a strong indication that partner Teva is committed to fund the trial (estimated cost ~US$100M). This should be a big positive for MSB, given that Teva is currently undertaking a strategic review of its drug development pipeline.
 
Re: MSB - Mesoblast

PropThink recently interviewed Mesoblast's CEO, Silviu Itesu, on video, during the Jeffries Global Healthcare Conference in NYC. The company has a very interesting stem cell technology and the CEO talked quite a bit towards initiation of a large Phase III study to validate this product candidate for treating congestive heart failure.

Here's a link to the full video interview: http://www.propthink.com/mesoblast-interview-the-best-adult-stem-cell-technology-in-the-world/


$unny said:
I think its the way of the future. Bought some at 0.56, now its doing good. What do u all think, alot of good announcements... have a good read. www.mesoblast.com.au
Click to expand...
 
Re: MSB - Mesoblast

StevieY said:
latest news from Mesoblast

Had a good run from $5.28 last week.

Anyone else keeping an eye on this?
...
Click to expand...

I keep a bid on the buy side about 15% down from current price, and wait for it to go through one of it's fairly frequent convulsions. For a medium-sized stock (large in biotech terms) it's quite volatile.

I think there's some nervousness with this stock - when or if they commercialise their work, they should be massive, just for now it's a case of pricing the risk.

Discl: not holding at present.
 
Re: MSB - Mesoblast



Huge funding boost for Japanese stem cell research
10 trillion yen, or approximately £70 billion just for stem cell resesrch.
Looks like the Japanese government is preparing for the future or already have a big problem on their hands.

"the largest single allocation will be for stem cell research, with a focus on work involving clinical applications of induced pluripotent stem (iPS) cells – cells derived from adult tissue that are ‘reprogrammed’ into new cell types. The total investment package is just over 10 trillion yen, or approximately £70 billion, around 10% of which will go to scientific research."

"The investment is strongly geared towards accelerating realisation of the clinical and commercial promise of regenerative medicine. Professor Shinya Yamanaka, Director of the Centre for iPS Cell Research and Application, said it was "telling us to rush iPS cell-related technologies to patients as quickly as possible”."

Is this something related to the Fukushima tsunami nuclear fallout?
Very sad if the residents of Fukushima is already having problems from the nuclear fallout.

Link:
http://www.phgfoundation.org/news/13420/
 
Re: MSB - Mesoblast

Encouraging news!

Latest news:

Mesoblast (ASX: MSB) has received clearance from the U.S. Food and Drug Administration to begin a phase two trial evaluating a single intravenous infusion of allogeneic, or “off-the-shelf”, Mesenchymal Precursor Cells (MPCs) for the treatment of active rheumatoid arthritis.

This is the first in a series of programs designed to establish the credentials of the company’s intravenous product formulation for a broad-based spectrum of inflammatory and immunologic conditions.

Rheumatoid arthritis is an autoimmune disease caused by aberrant activation of multiple immune pathways involving both monocytes and T cells, ultimately resulting in joint destruction.

Existing biologic treatments target only single immune pathways, resulting in incomplete responses, need for chronic administration, and potentially unacceptable infectious adverse events.

In contrast, Mesoblast's MPCs have been shown in preclinical studies to have a broad immuno-modulatory mechanism of action, simultaneously inhibiting T cells and monocytes involved in inflammation and autoimmunity.

The broader effects of Mesoblast's MPCs on multiple immune pathways suggest that they may be particularly useful agents for reducing the inflammation and permanent joint damage associated with progression of rheumatoid arthritis.

Mesoblast’s randomised, double-blind placebo-controlled trial is expected to begin during the June quarter 2013, and will recruit patients across multiple sites in the U.S. States and Australia.

The trial will compare the effects of a single intravenous infusion of allogeneic MPCs dosed at 1 or 2 million cells per kilogram compared with placebo in 48 patients who have had an incomplete or inadequate response to a biologic inhibitor of the TNF-alpha pathway for active rheumatoid arthritis.

Safety and effectiveness of the MPC therapy will be assessed at multiple time points with the primary endpoints defined as three months.

A randomised, placebo-controlled study in 30 sheep with collagen-induced arthritis, a model that manifests joint damage characteristic of human rheumatoid arthritis, treatment with Mesoblast’s MPCs showed that the MPCs can concurrently inhibit both Th17 T cells and pro-inflammatory monocytes, and improve synovial tissue pathology.

This provides a rationale for their potential use as both a first-line biologic treatment in those not responding to conventional anti-rheumatic agents and in patients with incomplete responses to biologic inhibitors of the TNF-alpha pathway alone.


Large therapeutics market

The rheumatoid arthritis therapeutics market was valued at $10.3 billion globally in 2010, and has doubled over a four-year period after growing at a compound annual growth rate of 12.3%.

The prevalence of the disease is estimated to be 0.8% worldwide, with women twice as likely to develop the disease as men.

In the U.S. alone, rheumatoid arthritis afflicts 1.3 million people. It is responsible for 250,000 hospitalisations and 9 million physician visits each year.


Source: http://www.proactiveinvestors.com.a...-two-trial-of-arthritis-treatment--38871.html
 
Re: MSB - Mesoblast

Out Too Soon said:
MSB :eek:= the one that got away, came up in scans & I didn't believe it :banghead::banghead::banghead:
Click to expand...

Yes, reasonably straight forward breakout a few days ago. I have been in and out of this one and fortunately in at the moment.

MSB has no income and is really a high priced biotech spekkie and I treat it as such. The trick will be to be in it for the longer term at the right time when the products are confirmed as ready to be commercialised.

Cheers
Country Lad

msb 7 Feb 13.gif
 
Re: MSB - Mesoblast

I tried to get in at the bottom of the spike but it rose too quickly. It will come back.
 
Re: MSB - Mesoblast

SuperGlue said:


Huge funding boost for Japanese stem cell research
10 trillion yen, or approximately £70 billion just for stem cell resesrch.
Looks like the Japanese government is preparing for the future or already have a big problem on their hands.

"the largest single allocation will be for stem cell research, with a focus on work involving clinical applications of induced pluripotent stem (iPS) cells – cells derived from adult tissue that are ‘reprogrammed’ into new cell types. The total investment package is just over 10 trillion yen, or approximately £70 billion, around 10% of which will go to scientific research."

"The investment is strongly geared towards accelerating realisation of the clinical and commercial promise of regenerative medicine. Professor Shinya Yamanaka, Director of the Centre for iPS Cell Research and Application, said it was "telling us to rush iPS cell-related technologies to patients as quickly as possible”."

Is this something related to the Fukushima tsunami nuclear fallout?
Very sad if the residents of Fukushima is already having problems from the nuclear fallout.

Link:
http://www.phgfoundation.org/news/13420/
Click to expand...

The whole problem with induced pluripotent stem cells (IPS) is that they are as old as the donor, their telemeres are shorter than embryonic stem cell derived cells and do not perform as well. There remain many problems with IPS cells staying 'fixed', they have a habit of reverting back to their mother cell.

At the moment MSB is performing extremely well and has for the past few years, but once Advanced Cell Technology (US company, ticker ACTC:OTC) has its human embryonic stem cell (hESC) trials for SMD, AMD and MMD (3 forms of blindness) finished the market will crack wide open. They are also seeking FDA approval to start trials in developing IPS and hESC derived platelets.

I held MSB for some time until I found out what ACT was doing. As the only company in the world performing FDA approved human embryonic stem cell therapy in the US and the UK, they are showing great results, nil safety concerns and visual improvements in patents injected. May I suggest that the Japanese have put their eggs into a basket that may have the bottom fall out of it, it would be safer to hedge their bets and provide funds for hESC's too.

Adult derived stem cells have a huge future as the need for homologous (same type) cells for individual organs etc. one size does not fit all and many of these companies using IPS cells will flourish and fit the niche for these individualised stem cells.

Just wanted to add my 2 cents worth and open discussion on other stem cell options.
 
Re: MSB - Mesoblast

MGVS in advanced talks with Australian stem cell co


Mesoblast would commercialize MGVS's leading product, a cell-based therapy for the treatment of peripheral artery disease.

19 February 13 17:36, Gali Weinreb


Sources inform ''Globes'' that Multi Gene Vascular Systems Ltd. (MGVS) is advanced talks with Australian stem cell company Mesoblast Ltd. (ASX: MSB) to commercialize MGVS's leading product, MultiGeneAngio, a cell-based therapy for the treatment of peripheral artery disease and blocked arteries in the leg.
MGVS declined to comment on the report.

Earlier this year, Teva Pharmaceutical Industries Ltd. (NYSE: TEVA; TASE: TEVA) cancelled its development agreement with MGVS as part of Teva's strategic review. Teva invested $9 million in MGVS at a company value of $135 million in early 2012, and promised to finance the tens of millions of dollars for clinical trials of MultiGeneAngio, in exchange for commercial rights and an option to make an additional investment in the company or even acquire it outright. Mesoblast is now stepping into Teva's shoes.

Under the pending deal, Mesoblast promises to finance clinical trials for MultiGeneAngio under milestone payments and royalties amounting to tens of millions of dollars in exchange for commercial rights to the product. The deal may not include investment in MGVS.

Mesoblast, which has a market cap of AU$2 billion on the Australian Stock Exchange, develops therapies based on adult stem cells, a business that is synergetic with MGVS. In December 2010, Mesoblast signed an agreement with Cephalon to develop stem cell therapies for heart attacks, Parkinson's disease, and strokes. Teva's acquisition of Cephalon made it the largest shareholder in Mesoblast, and the agreement with Cephalon was not cancelled despite the changes at Teva. If Mesoblast signs the agreement with MGVS, its link with Teva will be reestablished.

MGVS was founded in 2000 by president and acting CEO Prof. Moshe Flugelman and Dr. Basil Lewis. It has raised $27 million to date from DFJ Tamir Fishman Ventures Ltd. (TASE: TFVC), Ofer Hi Tech Ltd., Aviv Venture Capital, and private investors, including Eitan Wertheimer. The company's leading products MultiGeneAngio and MultiGeneGraft are undergoing clinical trials.

Published by Globes [online], Israel business news - www.globes-online.com - on February 19, 2013........................ Cheers Vin
 

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