MSB 3.21% $1.13 mesoblast limited

Ann: 83% Survival in COVID-19 ARDS Patients with Remestemcel-L, page-493

  1. 1,244 Posts.
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    2nd Part got cut off for some reason:

    https://erj.ersjournals.com/content/erj/32/5/1141.full.pdf

    https://hotcopper.com.au/data/attachments/2117/2117740-d073a8de80d24d73cf0ac10d6ee8703d.jpg
    In essence we are at a clinically significant, but statistically insignificant junction. Nobody can tell u whether its 60/40 or 25/75.
    The risk reward though is definitely biased to the upside! (if it all falls through msb goes back to $2 at worst vs a whole range of exciting outcomes even if the next tier of results are even half as good).
    Though admittedly I will be selling some if it opens near the $5 US levels as I believe the there will be some profit taking, and there has not been any new development between the Aus close and US open to justify the premium.
 
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