MSB 10.4% $1.49 mesoblast limited

NASDAQ hot!!!, page-825

  1. 1,484 Posts.
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    Hi @vasilios,

    you and I should catch up after or at the AGM. It would be a hoot.

    We'd share interests in a lot of things, but I do have to disagree with you on one thing in particular i.e. your very frank & straightforward point that CEO Itescu has 'done a poor job'.

    As a matter of personal interest, are you benchmarking CEO Itescu against any other CEOs in the pre-breakeven cellular or cell+gene biotech space in AU or the US?

    I have, just for my own investment purposes, on a short list of criteria (from relative remuneration on down) and I've come to the conclusion that MSB is doing just fine thanks with the management it has atm. I try to keep in mind, when I hear people say they 'believe in the science but can't stand the management' that the science doesn't get ouf of bed in the morning & make things happen.

    If you've got an 'active comparator' in mind, I'd be interested to review them both with you.

    Cheers
    Have a good one.


 
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