MSB 4.59% $1.14 mesoblast limited

Ann: COVID-19/GVHD Update, Quarterly Report and Appendix 4C, page-226

  1. 6,420 Posts.
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    @col69, I agree that something doesn't add up with regards to enrolment numbers. This will always be the problem when we are only given bits and pieces from company and then we have to guess the rest from publicly available information. I had a crack at trying to explain away the gap between my expectations and the reality revealed by company yesterday. Probably a combination of a number of factors.

    I had anticipated we were much further down the track, like most of the retail/sophs here. The market reaction yesterday, after the initial retail and trader induced drop, showed to me the bigger money in the market not disappointed with the 'delay' and in fact seemed much happier with the certainty the company can now provide with dates. So after selling my trading parcel on the announcement, I bought back shortly after when the market was much happier than me with the progress. Cost me 6 cent loss but I've tried over the years to not argue with the tape.
 
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