MSB 3.06% $1.01 mesoblast limited

Ann: First Quarter Results On Form 6K, page-2

  1. 3,053 Posts.
    lightbulb Created with Sketch. 2
    some fascinating bits in here.

    Teva exercised contractual right.png
    so that puts to bed entirely the "Teva walked because it wasn't a priority, Teva and MSB mutually agreed to separate" nonsense: Teva exercised a contractual right under the DCA. As we know, the trial had recruited well, so that right kicks in IF AND ONLY IF the surrogate endpoints weren't met. Funny that Silviu didn't answer that question when directly asked on the conference call all that time ago?

    2016-06-15 15_35_36-MSB transcript.png

    Could he have been more candid?

    It also seems to be a pattern that if Silviu gets a question he doesn't like, he answers a different question. On the Q1 conference call, this was also evident:

    different question.png

    it really, really wasn't Silviu. Is that because the interim hasn't been 'brought forward at all?
    Last edited by hottuna: 18/11/16
 
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