MSB

10.4%

$1.49 mesoblast limited

Ann: Annual Financial Results Presentation, page-127

First 127 Last

Share
Profile

Follow
Leo65

847 Posts.

95

29/08/24

23:35

Post #: 75444663
Share

Originally posted by JB1975: ↑

Changing my sentiment - buy was only buy because of a typing mistake (wasn't even aware I'd altered it). I've never had a buy sentiment on MSB ever.

With Silviu, now, the Cameron England article being after the timeframe of the just settled class action, probably my sentiment should be sell.

Here is my reasoning (in addition to expecting another CRL) - if what Silviu was quoted by Cameron England as being said by the FDA was true - which I find pretty much impossible to believe as they sound like they are giving business advice - then those statements should have been placed into an ASX announcement as they would (however unlikely they were) have been given to all the market equally and properly that way - giving them just to Cameron England is like selectively briefing part of the market only. The part that happens to read the publications Cameron England's articles appeared in.

I think its false market creating to brief with some of the color and elaboration that Silviu appears to do (he never denied what Cameron England wrote, nor did he deny John Heston's characterisation of the FDA moving the goal posts) he is playing fast and loose in my opinion (I think its wrong - understandable but wrong - that cases about misleading investors don't produce a clear outcome - because the market would then have examples of clear wrong doing as references and because the wrongly accused or falsely accused should be vindicated not greyed - rather than straight bat to the ASX announcements office in my opinion. That is my opinion. It can be argued against if there is any basis to do so or even if there isn't. So I think there is a good chance of another class action for other statements Silviu (creating a false market - where some have more information than others) has either made already or will make.

I think the chances of MSB's assets going to other than the shareholders in a sell off - perhaps with Georgie George or whatever his name is picking them up from the wreckage could be quite high. I have no reason to think GG are on the same side. I've given almost no thought to GG's buying - beyond noting it as the change of ownerships come in and beyond thinking he could be positioning to take the spoils or to change management to protect his investment.

Expand

So tell us why FDA gave the company a green light for BLA resubmission after looking at the additional data on the potency assay. If what you are saying is true, FDA would still insist on a new trial for validation of the potency assay, but it’s clear that is not the case any more.

MSB Price at posting: 95.0¢ Sentiment: Buy Disclosure: Held
19 Upvote

0 Great analysis

Reply

Top Stories

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

NTI

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

CKA

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

BUX

Buxton projects new graphite province discovery at WA Narryer play

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

WCN

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

SLS

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

BCI

BCI reaches close of funding facility for salt-first part of Mardie project

There are more pages in this discussion • 84 more messages in this thread...

First 127 Last

Add MSB (ASX) to my watchlist

(20min delay)
Last $1.49		Change 0.140(10.4%)		Mkt cap ! $1.701B

Open	High	Low	Value	Volume
$1.37	$1.54	$1.37	$23.10M	15.82M

Buyers (Bids)

No.	Vol.	Price($)
3	24758	$1.49

Sellers (Offers)

Price($)	Vol.	No.
$1.49	73626	3

View Market Depth

No.	Vol.	Price($)
1	10033	1.485
4	53700	1.480
1	770	1.475
3	62048	1.460
1	50000	1.455

Price($)	Vol.	No.
1.490	21995	1
1.505	24000	1
1.510	13666	2
1.515	99798	1
1.520	27250	3

Last trade - 16.10pm 04/10/2024 (20 minute delay)

MSB (ASX) Chart

Ann: Annual Financial Results Presentation, page-127

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Buxton projects new graphite province discovery at WA Narryer play

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

BCI reaches close of funding facility for salt-first part of Mardie project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Annual Financial Results Presentation, page-127

Top Stories

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Buxton projects new graphite province discovery at WA Narryer play

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

BCI reaches close of funding facility for salt-first part of Mardie project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News