MSB 0.34% $1.46 mesoblast limited

MSB Trading - 2019, page-1730

  1. 3,154 Posts.
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    What would you have them say on the back of no new material news? I assume that any big SP movements at the moment are generally institutional rather than retail and I doubt non material announcements would shift their decisions. Real material news is the only thing that is going to boost the SP. We're at the pointy end of the cycle now, unlike a fledgling pharma or bio-tech where any little bit of anecdotal news triples the SP in a day

    I'd also say that the news cycle for MSB at the moment is probably reasonably predictable (within reason) so money could be pulled in and out over the next few months with little change in the SP. I know there's the notion that Si will suddenly pull out partnership news but my feeling is that this will co-incide with FDA approval or results.

    Just my 2 cents of course.
 
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