MSB 2.17% $1.13 mesoblast limited

COVID-19 ARDS and ARDS Share Price Scenarios, page-409

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    Not being able to roll out quickly will be a disaster and will damage the company's reputation. They need to have representatives capable of visiting hospitals & ICUs situated all around the country to provide product information and support. No way the 20 or so who will be visiting a comparatively small number of hospitals that MSB are targeting for aGvHD can even begin to manage the demand if this becomes the go to treatment for severe COVID19-ARDS. I doubt that the company is even contemplating going it alone. On the flip side, substantial upfront & royalty payments will generate plenty of cash without MSB having to do the heavy lifting out in the field and will allow them to focus on all the other indications that are now or will soon be in the pipleline. There is going to be an awful lot of them.
 
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