MSB 4.66% $1.13 mesoblast limited

Speculation on Japanese revenue stream, page-14

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    lightbulb Created with Sketch. 1836
    wonder why they bought Osiris at all
    I think it was for the brand name and maybe manufacturing facilities? MSB clearly have dominance.

    Characterising all of their oncology product section referring to Osiris product, is not really accurate is it? It's just the brand name MSB refer to, which they own and they're using their own cells, which are superior.

    The strategy to get the response in children up makes sense, since it appears they are poised for worldwide acceptance, not just Japan. Then it would make sense to extend the testing to adults, based on what they've learned about dosage and responses and analysed from previous testing.
 
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