MSB 1.55% 95.0¢ mesoblast limited

Timeframe for 2015, page-55

  1. 16,861 Posts.
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    "You did shout me down on my quite accurate forecasting that the FDA would ease up on clinical trials for stem cell therapies.

    Why deny it? You demand that I do the work of trawling through all your long winded posts to find the one where you did that?

    Forget your denials, why can't you just say that I was right about it? (Because I was!)""

    Here we go again, along the well-worn script of:

    Dolcevita: "You said XYZ"
    Adam: "No, I didn't"
    D: "Yes, you did."
    A: "Where/when?"
    D: "Oh, I can't be bothered to look."

    (I'll add this one to all of the others.)

    Besides, what has any of this FDA-becoming-more-lenient have to do with yesterday's update from the company?


    "Now you claim that the change in policy about the patient numbers is related to some kind of fragility you keep imagining underscores the Teva partnership."

    I never said the change in policy is related to "some kind of fragility in the Teva partnership"; I suggested it might be. Based on my working knowledge of the English language, there's nothing too definite about: "I'm inclined to think this paves the way for a smooth transition should Teva elect not to proceed with the trial beyond the interim analysis stage."

    But yes, I have a consistent and nagging suspicion - predicated on significant senior management changes at Teva over the past 3 years - as well as virtual radio silence from Teva in relation to its investment in MSB - that Teva is not a fully committed partner.

    At any rate, by this time next year, I suspect we will know for sure where Teva stands, and I may well be apologising profusely for completely misreading the situation. But experience has taught me to back my instincts in these sorts of situations, where mere proxy clues are the only ones available.


    "You also have claimed that MSB is short of funds."

    Yes, indeed. That I did.

    But in a manner more specific than your oft-repeated misrepresentation of my view.

    What I am on the record as saying (many times) is that the company was under-funded to the point of self-sustaining commercialisation.

    But unless you know otherwise you'd better write to the Board poste-haste and let the company's directors know, because the CFO is also of my view, evidently, witnessed by his acknowledgement that an equity raising could provide a source of capital over the foreseeable future.


    Anyhoo, weekend's here.
    Have a good one.

    (PS. Try to relax a bit. Excessive stressing about what arbitrary and random strangers claim, believe, surmise and reckon, on an online stock forum, is not good for your health.)
 
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