MSB 0.43% $1.15 mesoblast limited

celgene, page-40

  1. 7,157 Posts.
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    Well, well look who has popped up - after a short break to fine tune her delivery - to throw a grenade or 2. The one-time shorter and seller of shares who then became the self-appointed guardian of this thread. If I missed the point of "to extend the scope of the applications under the option. " it is because there is not one announcement released since April 2015 that includes that line in it. As you have told us a few times this was mentioned at the AGM, I never discounted it, I just would have liked to see it in an announcement. I will also refer you to the ceo comments in February in the webcast when asked about celgene, where he never once mentioned the renewal in those terms - agvhd and other inflammatory conditions he said, same as the April 2015 announcement, he also ruled out RA. Go have another listen and see if I am wrong. Why are we talking about fast-tracking here? I have never disputed the fast-tracking element either - you're making it up as you go along with that one.

    What does "Why would Celgene move on after the FDA listing when they clearly asked for the scope of applications to be extended. What you write is not just creative, it defies logic." mean? Why don't you read what I said instead of belting your keyboard so hard. I said nasdaq listing not FDA, I am sure you know the difference - do you? Never let a simple fact get in the way of a good rant though hey!!

    At this stage I still have some doubt there is another partner immediately waiting in the wings for this ip, it is possible but I doubt it. It is more likely than 6 months ago that is all I am saying. If they announce another 6 month free renewal I will return to my former level of uncertainty.

    I have made my points about where I see Mesoblast both in financial terms and in terms of the nasdaq listings in the past; I don't revise that less than popular view one little bit. I choose not to talk about it because it is past and there is not a great deal can be done about it.

    Your post has convinced me of one thing, if I ever needed convincing, you could just about start a riot in a graveyard.
 
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