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Ann: Appendix 3Y-Dr Geoffrey Brooke, page-8

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pfeifer1982

1,181 Posts.

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17/05/24

20:32

Post #: 73886709
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Originally posted by JB1975: ↑

Taking a look at the expiring option prices may be informative for those retaining a capacity for analytical thought.

Years go by and mediocrity (probably flattering it - can it really be as good as mediocre - but hey, yeah we live in a world now where Biden and Trump are the two leadership choices on offer from a country of hundreds of millions of people so just maybe that suggests something is going wrong, just maybe merit isn't actually getting selected for ??, just maybe narrower selfish interests are gaming the systems including the leadership selecting systems - like government and company boards) does as near to nothing except help itself - then it wants to what - bow out apologetically for failing to meet the option targets that it once help to set for itself - heck no! Simply reduce those options targets - complain about how its tough all over - a virtual nuclear winter - and then face plant in the shareholders funds again for another undeserved feast.

Those option targets must be replaced with new ones - lower ones that reflect the great injustice that the market has done to the hard working directors and that help them resolve to stick around.

Share prices in Mesoblast are rising on BS frankly and fools with no clue about the underlying science and tech of either CYP or MSB are moving the share price up irrationally (irrationally because the management objectives and disclosures (yeah like those are meaningful) coming out of both companies is opaque (Kilian mostly goes for Ross's tell em nothing or little as possible and say nothing or as little as possible - I wonder of Ross or Silviu were his most influential mentors) to nonsense.

At 28 cents (I think the rise is on low volume in a traded stock - traded by dim wits and MSB fear of missing out - nearology players - hey MSB is going up so CYP should too) the new Chief Partnership officer is nearly in the money with his 29 cent options and he hasn't done or said publicly a damn thing. The idiots in the marketplace are rewarding idiots on management boards and leading companies.

Change of topic.

The protocol for the lung trial was recently slightly described in a company report - it seems one group of patients are to get one treatment of CYP cells plus standard of care whereas the other group are to get two treatments of CYP cells plus standard of care - how utterly delightful and politically correct in this new age where everyone is entitled to a little something because everyone has to be seen to be winning. But how scientifically absurd.

If mesenchymal stem cells don't implant but do cause a change (like a reset of immune system) then it is quite likely that a single treatment of mscs plus standard of care would show a bigger difference than standard of care and nothing. Why should two treatments versus one treatment of the active (or hoped to be active agent) be a better test than the active agent alone (plus standard of care) versus null?

Scientifically nonsense is being done over and over because the leaders we have are BS us and we are believing their BS. In my opinion.

I saw one of Kilians presentations on the CYP website - it was bloody boring - he said almost nothing new - and in one place spoke (I think misleadingly if he was talking to wealthy ignoramuses - which he probably targets - sell em some of that immortality hopium) that CYP has essentially an endless or infinite amount of cells - but that is fundamentally wrong from a business or commercial point of view - the CYP method of production of cells is still only demonstrated in a 2D manufacturing paradigm. To produce very large numbers of cells (very large being effective endless WITHOUT massive human technical costs - that is the thing he is glossing over - there would be a need for a lot of human lab tech involvement with 2D manufacturing - you need to add more money (driving the cost of the final product up to cover the cost of the people in the process that do the extra cell culturing). So what Kilian was promising the wealthy dumbos - effectively endless cells from just that single donor - was not the full story - its not effectively endless unless extra money for 2D versus 3D is continually supplied. There are a great many things that are effectively endless and infinite if you waive away something like additional costs may apply for extras.

Kilian is still pitching, like Ross was pitching, only against a straw man opponent - only against the value proposition MSB brings - which is 2D manufacturing - and that is a manufacturing that is not currently commercially supplying the market.

By the time the market is in a position to be supplied - the Yamanaka patent on IPSCs (the four factors) will have expired, there is already a bunch of technologies to do with cells growing in good (no animal contaminations) conditions around.

Fujifilm is sitting pretty in a world of incompetent commercialisers as fools in retail, the fools that buy shares in Mesoblast and Cyp that don't understand the tech are doing the spending for them (they can come in latter at some multiple of bugger all takeover and have dim witts like Brookes say - well we did the right thing for shareholders they can take the batton from here) that once they would have had to finance themselves. Then they move in and 3D everything and make all the money selling a commodity - cells - like they made money once selling film. But the hard work - the development work - the risky work - that gets funded by idiot retail shareholders who have paid their money to similarly incompetent fools on management and board - that suck most of the value out through their lifestyle positions - to pay their own entitled butts to just stay in place year after year.

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Before I dive into potentially wrong topic, can I just confirm that you were talking about the kidney and not a long trial?

I agree with the options part.

CYP Price at posting: 28.0¢ Sentiment: Hold Disclosure: Held
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