MSB Trading 2021 - paradigm shift, page-7773

Sept 2020 $5.02. Sept 2021 $1.64 wow the blockbuster worked in reverse to cause a bank buster. Now on a serious note do those astute teams at Surgecentre feel duped when they see 33% fall in the value of their punt. Cap raise at $3.20 for Covid saviour also well underwater now. Track record of raising funds is outstanding, track record of actual ROE is appalling. Will those flush insto's wake up to turn the tap off?
If there are alternative treatments pushing ahead re-COPD and ARDS its looking like MSB will miss the boat. More trials see timelines pushed to end 2022 for anything concrete. Can't see any near term catalyst, bringing CSL into the MSB equation is a very long bow and was used by a long absent guru as a price/performance compare...how wrong was that chesnut.
Good buying here.....nope sub $1.50 calls .
OTAT may raise more questions than answers on assays, FDA meeting ongoing maybe they will set the parameters right for trial design.
My feeling is timelines have streched even further now and new trials on all candidates with assay analysis to support consistency.
The FDA have all the cards and Novartis will be in no hurry to commit as they play groupier while SI holds a pair of 2s.
Hold till 2023, even those eternal optimists at BP cut Price to $3.45 which looks juicy but BP have been right how many times....0 zip nada.
run for cover