MSB 1.04% $1.46 mesoblast limited

Ann: Director Appointment, page-208

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  1. 1,609 Posts.
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    The company's biggest disappointment or real failure as far as I am concerned is a failure to update on what plans, if any, they have for non-US markets.

    I know the theory: "Let's get the FDA done first, other countries will follow suit thereafter." But what if the FDA is full of nuff nuffs? Or corrupt? Or just unprofessional? And what about money we are leaving on the table if there are other markets that offer a faster, more certain path to approval, particularly if we can get a good licensing partner to run point with their regulatory body?

    For example, no updates in forever on the Tasly CHF deal, or how Tasley responded to the results of the recent trial, what Tasley and MSB are doing, if anything to move forward a PRC trial, assuming one is required in the US (or how an FDA approval or new trial for that application will impact Tasley's moves to gain approval). I know that they may have nothing of real immediate impact to report...but it would still be good to know someone somewhere was working on something that might lead to additional revenues.

    And don't even get me started on the Aussie market...sheesh, we have NO clue what the plans are here.

    I always hate putting all of my eggs in one basket, SI should feel the same (even if I have an inordinate number of "eggs" in the ol' MSB basket...).
    Last edited by dplane: 28/03/22
 
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