MSB 3.21% $1.13 mesoblast limited

fundamental msb (no chart talk), page-13

  1. 16,916 Posts.
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    You see there's more of that misleading inference which is your form.
    Both "Income" and "Revenue" connote elements of regularity and predictably, both in timing and quantum.

    Yet, the arrangement with Teva has zero regularity (in fact, TEVA itself has not paid a cent to MSB in almost 5 years of association between the two companies) and complete unpredictability, both in timing and quantum.

    Which is - I think - one of the causes of the share price underperformance.
    The uncertainty surrounding TEVA's role in funding MSB beyond the interim analysis point of the trial.

    Because the market has an aversion to uncertainty.
 
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