MSB 11.8% $1.57 mesoblast limited

Ann: MSB Wins Fierce Biotech Innovation Award for Remestemcel-L, page-199

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  1. 11,474 Posts.
    lightbulb Created with Sketch. 511
    "If anyone thinks that SI and the team have not been in heavy talks with major players - well they're kidding themselves. "

    I'll bite, Lonza is the major player in the manufacturing sector is all we need and we have one agreement with them already.

    Don't need big pharma for marketing as the magazines that the specialists subscribe too and preapproval from insurance companies will get the job done.

    Money, don't need them for that either as revenue about to start flowing from first sales of Ryoncil in US, maximum 12 US business days to first sales, with 95% certainty.

    Logistics, don't need them as the major logistics companies own and operate major pharma logistics chains that are open to all to use for a fee. Keeping in mind logistics is made easier as MSB products are for specialists use in hospital settings so hospital pharmacies are the only ones to deal with.

    So I would like to see, without a hint of self kidding, is SI to reject any partnering offers that come and if big pharma want it let them try a value setting hostile bid for the whole company.
    Last edited by eyeswideopen: 16/09/20
 
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