Ann: Mesoblast Extends Ryoncil Payer Coverage To 104M US Lives, page-51

  1. 5,745 Posts.
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    Some 30% of the stock is in the hands of retail and, say, half of that in the hands of not so serious "investors". Say, give or take, ~100-150mil shares.

    With GG & SI holding a *BLOCKING* power, there is no move by any entity to attempt to create competetion. A big investor or pharma is NOT going to increase shares with the view to T/O. NO point in that if GG & SI are going to block it.

    Put 2 & 2 together, what you see is JPM and other shorters heaven, a pool of ~150mil that has become THE floating stock and available for trade. And JPM & shorters are NOT going to let the SP (of this available for trade portion) stabalise and hence the SP of the ~150mil floating/available stock not going anywhere ... TILL ...

    ... we get a news on REVASCOR (FDA accelerated approval) and of course also steady sale of RYONCIL.

    Good news is:

    1- The news for both these synergies ARE IMMINENT and relatively soon, perhaps very soon.
    2- MSB has indicated they will not go alone with REVASCOR commercialisation. The market I simplely TOO HUGE. And that will trigger/invite opportunity for competetion, SERIOUS competetion.

    So, one blink, gets off for a loo break, a trading halt re news pops up, and one may miss the boat.

    With REVASCOR and steady RYONCIL sale, this boat will WELL AND TRUELY SAIL OFF.

    I topped up yesterday at the news.

 
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