So after watching this for a few years I have finally bought in. I'm no expert when it comes to biotech but last year I felt the risk of FDA rejection was too
high for me.
I made money once from a US biotech called Sarepta and learned then how long and tortuous the pathway to approval and then commercialisation can be. I have a feeling that MSB is now on a track that justifies the still high risk of investing. It is a binary play: it will either be zero or $10+, depending on your timeline (see next point).
My timeline for approval and commercialisation is 12 - 36 months. 12 being the best case, longer than 36 and I'll sell out and take the loss.
I note that this forum has some deep experts, far more knowledgeable than me, on the dark ways of the FDA approvals process. Anyone want to challenge my timeline?
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Change
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