MSB 5.50% $1.38 mesoblast limited

A rise and then SPLAT!, page-9

  1. 175 Posts.
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    I refer you to MSB's announcement on 27 Feb 20 re half year results and corporate update.

    "An agreement was entered into with Lonza for the commercial manufacture of RYONCIL to facilitate inventory build ahead of the planned US market launch and for commercial supply to meet Mesoblast's long term market projections."

    Also, there is "increased expenditure on pre-launch inventory for the potential launch of this product".

    Given that a decision on RYONCIL BLA by the FDA is the better part of 6 months away, I don't think supply is going to be an issue.
 
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