MSB 7.69% $1.19 mesoblast limited

Ryoncil: ODAC/FDA Meeting Discussion, page-1873

  1. 2,743 Posts.
    lightbulb Created with Sketch. 1014
    That would be a mistake.

    MSBs strategy is paying off by using this as their lead product to market. They have breached a significant boundary and now made it easier to overcome historical prejudice for this technology. Obviously they need to front up with the goods on the other products, but this is more than just a win for this product, its a win for this technology and more importantly for the patients and their families.

    That aside and obviously subject to FDA final approvals, there are a number products in the pipeline and one in particular that has incredible upside. Further afield, inflammation is a general underlying health issue for many conditions, so the question is how can this technology be further modified to treat patients who suffer those ailments.

    Bottom line is the downside vs the upside potential now is significantly greater than before the panic sell a couple of days ago!
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.