Apologies Sector, I linked the wrong patent. Here is a relevant one with expiry 2027.
https://patents.google.com/patent/US20200101118A1/en?oq=mesoblast+arthritis
US20200101118A1
I will reply to your call out in CYP when I have time. I note that you have made >64 posts since midnight yesterday - which is something I just don't have the time to keep up with. Maybe consider getting a day job.
I don't understand your investment strategy, you have acknowledged that MSB will be first to market (which will be represented in its share price) but you have no holding. Instead, your investment in CYP has become your personality and hobby and you are extremely emotionally tied to the success of that company. Why not invest in both? Sell down your MSB when MSB ticks off some milestone and transition to being CYP heavy when they are closer to market? I find it strange you see the investment as so binary and are so vindictive when CYP sees success or MSB faces a setback. A weird factionalization that doesn't need to exist.
That said, Novartis leaving is a big ouch. I am comfy with my holding and still see 2-3 commercial products next year with likely potential partners coming on board. I'm not claiming any positives from the Novartis termination, definitely a setback but I still like the trajectory from where we're sitting.
Gang Gang
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