MSB 1.58% 96.5¢ mesoblast limited

Ann: FDA Schedules GvHD Pre-License Manufacturing Inspection, page-259

  1. 1,455 Posts.
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    Hi @benelong,

    yes, and - as auctions go - I think one would have to view the situation (post-approval) as almost lending itself to a 'Dutch auction', with MSB setting the conditions for the quality of partner that it really wants in future. No tyre-kickers.

    It seems reasonably obvious to me, & perhaps I'm completely misreading the room, that bigpharma will do the same analysis as I do, and then some, & then decide that only a fool would wait for the auction, and...

    At that point, MSB should have an excellent position for prospective partnering discussions right now, including the critical discussions i.e. on future IP ownership, geographical limits, distribution channel limits, milestone payments (structure & timing), control of manufacturing & priced product etc. I imagine it's happening as we speak.

    Loads of fun. Have a good one.

    Cheers
    Last edited by Phaedrus: 20/05/23
 
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