MSB 0.54% 92.0¢ mesoblast limited

I think you give them too much credit ..... Hear, hear! The...

  1. 124 Posts.
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    I think you give them too much credit .....

    Hear, hear! The verbose ramblings, bizarre comparisons and holier than thou lectures from both the blindly optimistic and the fanatical naysayers have diddly squat influence (and more often than not just as much relevance) on MSB's trajectory as a business.

    I for one believe MSB will never fully monetise their patent and technology suite. My guess is that they will be acquired by a larger overseas company long before that occurs. Such is the way of things for promising small cap Aussie biotechs - such as MSB. I also don't believe the tipping point will be obvious beforehand and using two local examples it can just as easily follow successes (CST) as it can failures (GRO).

    The eye watering sums recently paid in the CAR-T space are an indication of what might be possible for MSB. Worth taking a look at that area if you're unfamiliar - the history is quite interesting as the earliest treatments were less than promising to say the least!

    GLTAH and watchers.
 
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