If you read my post again you will see that I am questioning Novartis' motives. They are currently making money from Jakafi. Mesoblast is a competitor. Do you honestly believe it is SI who is holding up the signing of this agreement? Or is it Novartis stringing it out as long as possible to so the share price drops. (I still have very vivid memories of VLA prior to the takeover).
I am a strong believer in these cells, not only for aGVHD. But I can also see that a number of Big Pharma companies could benefit from slowing down approval as much as they can so people have to continue to take their drugs long term.
Why was the last financial agreement with those who treat rather than those who supply treatment? Because those who treat want a cure, not maintenance treatment. I am expecting a long and drawn out fight for these cells so I am in for the long haul. None of my shares will be going to shorters. You?
MSB Price at posting:
$1.77 Sentiment: Hold Disclosure: Held
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