MSB 0.00% $1.10 mesoblast limited

technical view, page-7

  1. 384 Posts.
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    In current conditions, I couldnt argue against what the Charts say, and do respect technical views and adjust some of my decision making accordingly.As I'm no chart expert, I rely on fundementals ; the quality of the mangemenent ( the remarkable Silviu Itecu); ASX announcements ; AGM's and analyst views.

    As we know , all of the above(to date) have been outstanding and IMO management will continue to hit milestones (if History has any relevance)in building MSB's platform technology.

    Just on this point, a number of other posters have commented on MSB's competitors and be assured that if anyone is a step ahead and at the top of his game - it is our CEO and specialty Pharma Cephalon ( soon to be TEVA).
    For more info on Biotechs in regenerative medicine, there is detailed list on page 48 of SEC analyst report (dated 3/3/2011).

    In regards to Analyst Reports, I read over again the most recent Nomura Equity Research Report dated 7 July 2011, where they valued MSB at AUD$10.45.What I found refreshing is that the Nomura valuation is based on MSB ultimately achieving 5% market share in the US alone .

    Astonishing !! (and before you gun down Nomura just check out who they are).

    So what would MSB be worth if it achieved Market Share of;

    - 10% in the US ??; or
    - 15% in the US (not to mention Europe)??

    OR

    - What if you were to argue NO REAL COMPETITION !!!


    Yes its all about the Phase II and III trials moving forward and agree there are exciting times ahead (and risk until FDA approval).

    Based on recent analyst/media reports (Bioshares; Nomura Asia; Australian) look forward to upcoming updates including:
    - CHF final update(60 patient);
    - Manufacturing strategic alliance overseas;
    - Spinal fusion trials ( of interest to large Medical Device Pharmas );
    - The Big D.


    The above is my opinion only.DYOR before making any decisions .
    Good luck to all holders.



 
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