MSB 2.17% $1.13 mesoblast limited

Ann: Mesoblast Director Appointed to Strategic Advisory Role, page-103

  1. 4,175 Posts.
    lightbulb Created with Sketch. 5443
    Agreed

    Good idea, to really appreciate the intense level of short manipulation you need to compare daily traded volume with daily short trades. It's staggering.. around 50% for months !! Ok, they funded some of the CR , and made themselves rich in the process, and over the last 10 years rinse and repeat over and over, eventually they will be wrong and MSB appear to have shown evidence this time, the likes of which FDA have come out of the woodwork and ask for... such as long term follow up of trial participants. That is exactly what MSB has provided.


    Also we have heard Si state that Partners are waiting to see what the FDA say regarding the BLA resubmission. I bet we are going to have a major partnership announced after approval, just not sure exactly which product(s) or disease(s) for.
    They need a partner for CHF they have made that very clear to get into the right channels and the procedure is complex and for bioreactors.
    CLBP they need distributors as the procedure is much more straightforward.
    ARDS and Crohns they will need a partner for Bioreactors due cell count.

    It makes sense what he said that partners are waiting for this approval or reason for the CRL, as they want to ensure their funded portion of development has minimum cost possible, and the highest possible chance for succes if a phase 3 is needing to be funded to get there.

    One thing appears clear, Ryoncil is the floodgate. If the FDA open the lock and crack the seal, CLBP will commence almost immediately, followed by adult GVHD and surprise partnerships very shortly after. Asx200 re-entry, superfund buying, short exiting, conservative long buying.... it's a recipe to orbit, and unlike most simple molecules it appears we can treat many, many , many diseases with these anti- inflammatory master cells!


 
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