MSB 2.17% $1.13 mesoblast limited

Ann: Update on Novartis Agreement, page-834

  1. 7,795 Posts.
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    Your investment thesis is "FDA didn't approve the first time, it's much more likely the second time", and "we have x many indications, one is likely to get through".

    I don't think I need to explain the flaws in those assumptions.

    The stem cell company I put a small amount of money into ages ago was OCC, since it seems y'all are extremely curious. Bit of a punt.

    No amount of proof or failure will change your mind about MSB's prospects. But just be wary when telling potential investors "all you need to do is wait". In 2 years time I forecast MSB will either be successful with a product or no longer a viable company - I doubt there is an in between.

    IMO
 
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