MSB 5.24% $1.11 mesoblast limited

Charming

  1. 384 Posts.
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    That's my best analysis on last week’s going’s on.
    Accaeric ..why do you think that ?
    Before you answer ..you have had some time to think about MSB and your thinking and call is pragmatic and logical
    As another poster recently mentioned just the prospect of obtaining an
    FDA Rare Paediatric disease priority review voucher is enough to value the company as multiples of $1.50 (i.e. Pharma paying MSB $250m+ for the voucher) ... and this is not valuing the potential for the various P3 applications AND paradigm shift in addressing currently UNMET medical needs.
    IMO , the biggest risk for MSB at present is a takeover from Teva (given the quoted $1.8bn milestone payments)..not to mention Celgene. That would be IMO worst case scenario and multiples of $1.50. Yeah I know mangt can knock it out.

    All in my opinion...which is why I believe your comment makes sense.
    GLTAH
 
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