MSB 0.45% $1.11 mesoblast limited

CEO Itescu needs to go, page-708

  1. 325 Posts.
    lightbulb Created with Sketch. 359
    There is likely some truth with the mention of Incyte’s adult GVHD drug by @Phaedrus in his latest reply to one of your previous posts, LeftYahoo, that there was a competitive consideration in how SI perhaps decided on using children’s aGVHD as a lead indication, given that the giant Novartis owns Incyte. So it might have been a miscalculation, and being too timid in deciding that as a small biotech, that was the best way forward ie. in avoiding head-on competition by going down the children’s indication. I do, however, agree that what it might have thought of as a strategic move has cost the company hugely.

    @Led - what are your thoughts as to how to incorporate these considerations into the next steps?

 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
$1.11
Change
0.005(0.45%)
Mkt cap ! $1.250B
Open High Low Value Volume
$1.08 $1.12 $1.08 $1.558M 1.431M

Buyers (Bids)

No. Vol. Price($)
22 76058 $1.11
 

Sellers (Offers)

Price($) Vol. No.
$1.11 27976 4
View Market Depth
Last trade - 12.30pm 19/07/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.