MSB 1.01% 98.0¢ mesoblast limited

MSB Trading - 2020, page-1715

  1. 12,457 Posts.
    lightbulb Created with Sketch. 3377
    ok - I'm in a good & happy mood so time for some musing...

    We are sitting at lets say $3, and I'm thinking we'll can get to $20 at the end of the 2020 year eek.png, in my ultra bullish view
    Why? How?

    https://hotcopper.com.au/posts/42188126/single

    So, with my back of the envelope calculations - no science, no detailed spreadsheets.

    Let's go through these items again:
    • GVHD approval $5
    • US partnership for CHF add $5
    • Row partnership for CHF add $5
    • US CLBP partnerships add $3
    • Other upside surprises add $3 (e.g. Tasly)
    • FOMO add $3

    Oh - darn - that's over $20 already - sorry I was wrong tongue.png

    Look how things unfold:
    • At $1 the $3 target was a dream
    • All of the sudden $5 looks like a rather tame target
    • When we get to $7 how will $10 look?
    • When we get to $14 how will $20 look?

    SP just have a way to surprise us.
    MSB is transforming from a research company to commercialisation - we can all see this happening right in front of our eyes
    And with this MSB is delivering a paradigm shift in treatment of unmet medical needs
    How do you limit the upside of this?

    So, I'm thinking we'll can get to $20 at the end of the 2020 year, in my ultra bullish view biggrin.png
    I'll drink to that!
    Last edited by ddwn: 05/02/20
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