MSB 10.4% $1.49 mesoblast limited

Call with Mesoblast re CHF interim, page-8

  1. 1,254 Posts.
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    Great work thanks @stockrock.  The best outcome there for me was your underlined part of answer to Q2, where they confirmed that absolutely nobody except DMC had access to patient level data. For mine, THAT INCLUDES TEVA.  They have told me that twice also, so unless MSB defines truth in Trumpian terms Teva must have retired for strategic reasons, as repeatedly claimed.

    There are interesting contributions here about why is big pharma hanging back from making a bid for partnership. Quite so.  The question occupies me too.  I'd sure like to eavesdrop on the pharma boardrooms.  They are all in the same fix of terminating patents and short pipelines.  I can't believe that they don't agonise over the same FOMO that many of us do.  They might prudently hold back until efficacy is proven but find a bolder competitor pips them.  Or they might precipitately sign up for some hundreds of millions of upfront cost then find it's a dump, like Novartis just experienced.  I know which side of that dilemma I prefer.  SI must jump every time the phone rings.  Just like many of us felt this week when we were on notice for an announcement for ages, before the damp squib fizzled.
 
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