MSB 0.81% 91.8¢ mesoblast limited

MSB Trading - 2020, page-1448

  1. 30,361 Posts.
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    So ....they're not always right?

    No question they exist. There was never any dispute about that. I simply conceded on a point vinn made about price and timing.

    Further I made a good point about the report conflating risk and not emphasising enough how unlike pharmaceutical drug testing this is.
    You ignored it.

    Complications from drugs even post FDA approval is a NIGHTMARE for big pharma and a colossal unquantifiable risk to potential investors.

    This doesn't happen with our stem cells.

    In fact the clinical risk is narrowed to efficacy aspect of clinical trials.

    Good. Because there have been few stumbles in that regard and many can be addressed by making adjustments during trials, such as more targeted delivery of the stem cells, dosage etc. Such adjustments are a normal part of the clinical trial process.

    The cost of clinical trials are much higher with drugs because the patient cohort has to be huge to account for variations in responses to drugs arising from different DNA. THis is the NORM and part of the mindset of the analysts.

    Not highlighting this distinction on risk, it would have gone whoosh over the heads of anyone reading their report, but it's key to understanding what makes MSB stem cell therapy unique. I've certainly discussed it with you.

    I think it's easy to get overwhelmed by the data, and the other inputs and fail to set MSB into perspective. It's their JOB and they don 't get it right in this case because of mindsets.

    And by agile investor I meant we aren't restricted like instos, on how we invest. Like top 200 ASX etc.

    (We don't need to be told in a one liner, what to do when deciding whether to trade this or just buy and hold. That's a whole other continent and giving advice is fraught. You should know that. )


    Last edited by dolcevita: 30/01/20
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