MSB 0.00% $1.11 mesoblast limited

My thoughts on what matters to MNK, page-15

  1. 16,556 Posts.
    lightbulb Created with Sketch. 8089
    "As you were not around at the time, let me help you understand that CEPH (Dec 2010) was a $3.5bn mkt cap company with a $2.5bn turnover at the time. History will tell you CEPH paid $350M to Mesoblast in partnering Revacsor + cord blood ( plus $1.7bn on agreed milest0nes)."


    @4Seasons,

    Tell me: did Cephalon at the time carry a quantum of Net Debt equal to 125% of its Market Value?

    (A little bit of knowledge can sometimes be a dangerous thing, I have found)


    ".....are we about to experience Dec 2010 all over again ?"

    Possibly. Who really knows?
    But hope so, for the sake of long-term MSB shareholders (although I can't help but recalling that that sort of hopeful sentiment about partnership funding being imminent has been a feature of MSB threads on HotCopper for many years. But, as I say, this time might be the one...)
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.