From a broader perspective, SI and the gang are having another run at GVHD.
We all get it.
Previous runs at it fell short.
It would make sense for the BoDs to realise that SHs and the market are no longer satisfied with 'don't worry about it, Mesoblast has it in hand and we know what we are doing'.
Explaining the details and answering detailed questions with detailed answers is absolutely in order.
Yet, the BoDs including the CEO are too busy.....?
Is it too complex for mere men and woman to understand? Because so far, it looks like it's too complex for SI and the BoDs to understand?
Because it wouldn't be that the communication to the FDA and Big Pharma has been lacking in the past, would it? Surely, this couldn't be a contributor to the current situation...........but we are resubmitting to the same FDA with the same trial results with the same product....again.....???!!!
Communication is poor. So is the SP. Provide clarity and the progress announcements and we are going up in dollars rather than cents.
We need to expect more from management and the BoDs.
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