MSB (ASX) Ann: Half Year Report and Accounts (including Appendix 4D)

Originally posted by Armyne: ↑

dearest cato

good point. they played the strategy at the time in anticipation for agvhd approval, and possibly even the ards covid treatment potentially getting a green light - no point getting approval for the largest disease sweeping the world when you dont have the PPE in place to produce enough for everyone. as we know msb got shafted on agvhd, and ards treatment is anyones guess now. they made the best decision they could at the time and it didnt pan out. the price lost many dollars to the share price. "mistakes" made but we move forward.

But not all is lost, in fact it looks like all uncertainty surrounding the balance sheet will be put aside for at least a year with a big investor coming in. targeted INDUSTRY investor - someone smarter and with more resources than anyone on this forum, including the very clever Cato - likely to finance further trial in adults - assuming all goes well, this will likely get an eventual approval for the children (assuming no accelerated approval short term) and the adults.

CHF trials looked amazing (might even be getting funds for further trial on this, but with mortality being the gold standard for the FDA and 60% reduction, accelerated approval is possibly right around the corner) and back pain data looked fine i'm sure grunenthal will be happy to pay them for a milestone or two going forward.

The Novartis might walk narrative i still don't buy it - seems to be something that spawned on HC forums from some initial low info down rampers and people have just ran with it. Novartis have signed up for all cause ards for starters, and im sure Novartis are smarter than to enter an agreement publicly no more than a few weeks before the 60% hurdle is announced? they still haven't seen the un-blinded data yet, and i do have a hunch that while the 45% target for improved mortality wasn't reached, based on the original 12 patients (83%, 75% discharged from hospital at the time) and hitting the first two hurdles (30% and 45% ?), wont be surprised if they think its the goods.

If you don't have confidence in the company in the above that's fine, don't buy. also, IMO you really need to get over the fact that ecoool was a highly revered, well informed, well written eloquent poster who was revered moreso than yourself, and we all know who was partially responsible for what seems to be his indefinite absence....

Expand

Originally posted by Armyne: ↑

dearest cato

good point. they played the strategy at the time in anticipation for agvhd approval, and possibly even the ards covid treatment potentially getting a green light - no point getting approval for the largest disease sweeping the world when you dont have the PPE in place to produce enough for everyone. as we know msb got shafted on agvhd, and ards treatment is anyones guess now. they made the best decision they could at the time and it didnt pan out. the price lost many dollars to the share price. "mistakes" made but we move forward.

But not all is lost, in fact it looks like all uncertainty surrounding the balance sheet will be put aside for at least a year with a big investor coming in. targeted INDUSTRY investor - someone smarter and with more resources than anyone on this forum, including the very clever Cato - likely to finance further trial in adults - assuming all goes well, this will likely get an eventual approval for the children (assuming no accelerated approval short term) and the adults.

CHF trials looked amazing (might even be getting funds for further trial on this, but with mortality being the gold standard for the FDA and 60% reduction, accelerated approval is possibly right around the corner) and back pain data looked fine i'm sure grunenthal will be happy to pay them for a milestone or two going forward.

The Novartis might walk narrative i still don't buy it - seems to be something that spawned on HC forums from some initial low info down rampers and people have just ran with it. Novartis have signed up for all cause ards for starters, and im sure Novartis are smarter than to enter an agreement publicly no more than a few weeks before the 60% hurdle is announced? they still haven't seen the un-blinded data yet, and i do have a hunch that while the 45% target for improved mortality wasn't reached, based on the original 12 patients (83%, 75% discharged from hospital at the time) and hitting the first two hurdles (30% and 45% ?), wont be surprised if they think its the goods.

If you don't have confidence in the company in the above that's fine, don't buy. also, IMO you really need to get over the fact that ecoool was a highly revered, well informed, well written eloquent poster who was revered moreso than yourself, and we all know who was partially responsible for what seems to be his indefinite absence....

Expand

Dear Armyne

I insist to question this point. Why somebody is so well qualified ,well written eloquent poster,so acclaimed and in the end of day, all texts just promoted huge losses to the audience ?

Maybe this explain a little bit the human being saga to choose not necessarily the real ones...
(and im not pledging I'm one of them)..
I just say he was a "up-ramper, inconsequent and lost complete his mind stating to people " I will say when is time to sell. Well done HC that moderate his text.

About this investor honestly ?
U looks like be 100% smart person. Think with me...

What difference make s a fund a phama or whoever that have 3 B invest 100M and me or you invest 100k ?
To them all is a game a calculate risk and remember... they can sell on market in few weeks and months....if they make 5m loss I promise they still go have lunch at 1pm..

me and you if we lose 20-30% or whatever of our hard own money can be decisive and difficult to recover even in years...

I'm not defending the idea MSB finish. But i'm alerting, if now we don't have a consist approval of something... we go quickly to nothing.

100M is so, will be another dilution and drops 10% or 20% now will be also irrelevant,because day after day "loyal" holders become upset holders and frustrated holders...

people can come here and place dozens of amazing good things... The screen is the judge.Not me not you.
The screen is screaming (not sure how spell) the market are UNHAPPY !!

I ?

Well... i'm opportunistic buyer,,,I never was committed to SUPPORT msb or any other share... if is good i jump, if come a small bad new in air I sell... I don't care for science i don't care for project to save human being(ahh yes,of course I would love if they discover something) but i don't work everyday with my business having in mind the best for the humanity.

People that is not prepared should grow up and learn with the reality. Stock market is not for idiots and is not for "believers"...
very common the "believer" are the ones that make the other side makes money,because believer just repeat themselves, refuse discuss the bad aspects,refuse quantify risk and very commonly refuse accept "I was wrong".

At that stage any single investor long term was deeply wrong with MSB . yes,maybe in future this will change. But for now , no green signs in horizon.

CATO

No.	Vol.	Price($)
2	54894	$1.09

No.

Vol.

Price($)

54894

$1.09

Price($)	Vol.	No.
$1.10	24700	1

Price($)

Vol.

No.

$1.10

24700

No.	Vol.	Price($)
2	54894	1.090
1	50000	1.080
2	31401	1.075
2	53776	1.070
4	90401	1.065

No.

Vol.

Price($)

54894

1.090

50000

1.080

31401

1.075

53776

1.070

90401

1.065

Price($)	Vol.	No.
1.095	24700	1
1.100	37820	5
1.105	65344	4
1.110	128101	7
1.115	53344	2

Price($)

Vol.

No.

1.095

24700

1.100

37820

1.105

65344

1.110

128101

1.115

53344

(20min delay)
Last $1.09		Change 0.010(0.93%)		Mkt cap ! $1.244B

Open	High	Low	Value	Volume
$1.07	$1.10	$1.05	$4.880M	4.545M


Last $1.09		Change 0.010 ( 0.40 %)
Open	High	Low	Volume
$1.07	$1.10	$1.05	1011230
Last updated 15.59pm 17/06/2024 ?

Ann: Half Year Report and Accounts (including Appendix 4D), page-287

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