re: Ann: Mesoblast, Intrexon and Ziopharm to ...
In the short term I wouldn't really see this as price sensitive. It's interesting, but even if successful I certainly wouldn't expect any cashflow inflows on this for what, a decade?
SP is not going to really rocket until investors can see clear path to recurring revenue and even a dividend! We are not there yet.
The pipeline is getting enormous so this could be fueling fears that they are taking on too much work? Was it Credit Suisse that commented that management were being spread a bit thin?
In the Q&A session in the recent conference call Silviu mentioned that MSB will review their opportunities. Might be time to consider pausing on some and focus on best opportunities?
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