MSB 1.86% $1.32 mesoblast limited

Analysis of the EAP, page-118

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    As an ex-patent litigator (well, I still do a bit, but it's really low tech stuff now), I am looking forward to an MSB v ATHX (which I see as the most likely competitor in the US) showdown in the patent infringement sphere.

    Your IP is only as strong as your willingness to enforce it, so our MOAT only works if MSB really flexes its patent muscles.

    Given that, it will be fascinating to see what patents and aspects of the process MSB decides to attack on when ATHX finally moves into commercialization of its product.

    I am assuming MSB will not have to move entirely on the issue of similarity of MSCs and MAPCs, and could possibly even avoid that issue altogether, if they feel the answer is unlikely to be easy to resolve in their favour, and can still block ATHX's freedom to operate by going after other aspects of the technology that more clearly infringe other patents.

 
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