Thanks @Lopez. In highlighting the FDA’s collaborative approach in the latest announcement, the company might have tried to sound ironic, but I think equally it was trying to emphasise why it had “a high level of confidence” to refile their BLA. The journey was tortuous and torturous, but having now got to a whisker within the destination with what I would describe as an unassailable moat in their understanding of the regulatory requirement, it simply solidifies their position vis a vis competitors. The challenge now is to maintain it and capitalise it for other indications. As Tony Boyd noted in the AFR not long ago, a ton of R&D had gone into the business. We cian say a lot about big pharmas, the dilutive capital raisings and the narrow shareholder base, but I look forward to the possibility that one day, maybe the optionality will be so large and the businesses so cash generative that no takeover offers would be as good as a buyback on its menu of options. When I used to be a CSL shareholder, I was told at one point during an Investor Day presentation by the company that it had not contemplated a share split because there had not been a clamour for it by its predominantly retail shareholder base. That is an interesting thought.
- Forums
- ASX - By Stock
- Ann: FDA Notifies Clinical Data Sufficient for Refiling aGVHD BLA
Thanks @Lopez. In highlighting the FDA’s collaborative approach...
-
-
- There are more pages in this discussion • 706 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MSB (ASX) to my watchlist
|
|||||
Last
$1.01 |
Change
0.030(3.06%) |
Mkt cap ! $1.153B |
Open | High | Low | Value | Volume |
$1.01 | $1.04 | 99.0¢ | $5.111M | 5.050M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 211966 | $1.01 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.02 | 136540 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 48333 | 1.005 |
3 | 49000 | 1.000 |
3 | 80800 | 0.995 |
5 | 129515 | 0.990 |
1 | 3300 | 0.985 |
Price($) | Vol. | No. |
---|---|---|
1.020 | 136540 | 9 |
1.025 | 63000 | 3 |
1.030 | 28077 | 3 |
1.040 | 27850 | 2 |
1.045 | 103431 | 6 |
Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
Featured News
MSB (ASX) Chart |