MSB 0.39% $1.29 mesoblast limited

AMI, page-8

  1. 30,390 Posts.
    lightbulb Created with Sketch. 1863
    Why would Celgene walk away?

    It has to be price, efficacy, and how these combine into costs and a combination of all of them.

    If they stick around for another 6 months more trial results will be in. Tick. Plus this would mean they can move closer on price. Tick.

    It is a positive if MSB is not budging on price. Which is why despite what has happened post IPO, they STILL have cash on hand to not be forced into a bargain basement deal. Plus they will have revenue starting to stream in. It's an entirely different ball game.

    In the parallel universe it's a black and white situation. But negotiations of this nature will be complex. I'm not for taking the cheapest offer because we want the best LT deal for shareholders and the company, and I'm betting SI isn't either. Why would he?

    I've addressed this issue many times before, but you might not have read carefully because there was a barrage of negative posts going on. It's always easy to be negative and fearful and much more difficult to apply constructive thought to the issues, because it requires cumulative consideration.

    Whereas sharks can take a bite and while you're dealing with that another bite is taken out, and you have a bunch of them in here and it's been a bloodbath.

    Not a pretty sight. And thanks for all the support. It's been great. I still have the same number of arms and legs but I'm sure many LT holders don't have the same number of shares. Which is something they will IMO live to regret.
 
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