I have had a theory for a while now that MSB/Teva are planning for the whole platform with a number of products to be going into commercial approval in 2018.
The initial piece of the puzzle was the deliberate delay with the bone marrow phase three trial. It is impossible to believe that any trial can take over 7 hears to complete without a rational explanation.
We shareholders are left to speculate why ?
My rationale is that MSB's patent library may probably allow for patent extensions. The early commercialisation of one product that uses a suite of patents across a platform will subtract from MSB's ability to negotiate patent extensions.
I also believe the "Japanese Commercialisation Strategy" is due for an announcement as predicted in presentations in the first quarter. Unfortunately for some shareholders it may not be what they want to hear due to the probable patent extension strategy.
Yes my thoughts are pure speculation as no amount of research can uncover the mysteries surrounding MSB.
I am however holding from the point of view that the multiple product launch in 2018 will commercially be the biggest and most exciting medical event in history.
As a small bonus we will likely enjoy the early commercialisation of the Osiris products.
MSB Price at posting:
$4.31 Sentiment: Buy Disclosure: Held
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