MSB

1.02%

99.0¢ mesoblast limited

Thank you @bedger for your thoughts and personal testimony of...

First 367 Last

Share
Profile

Follow
yelrom

371 Posts.

792

18/12/20

12:00

Post #: 49679025
Share

Originally posted by bedger: ↑

I am utterly dumbfounded by this result like most holders.

I still believe the treatments have underlying efficacy. There is plenty of evidence to suggest so, its just not clear-cut. We need more information on the ARDS results.

I utterly agree with comments above. A two day trading halt to release an uncomplicated batch of statistics mere minutes before trading open was effing unprofessional. This is an ASX200 company, they have an obligation to have this stuff out before the future opens and an obligation to their investors to not have to make rushed trading decisions.

I am staying in at these levels on the Novartis deal and GvHD and CHF promise and back results (the trial I was least optimistic about of the four). Its easier for me. I am a recipient of two stem cell treatments that have rescued me from mild disability. I know there is efficacy there. Alas my success there sways my investment choices.

The company was clearly unlucky in the FDA GvHD overturn, but one cannot help but wonder how MSB/FDA became so diverged in their attittudes given the high level of discourse that takes place on applications and trials. I am not grasping at straws, I honestly believe hope remains there, but I am realistics about the likelihood.

On CHF they were unfortunate on choice of primary endpoint. If they had been less conservative they'd have smashed the trials given previous poor efficacy from other treatments in CHF.

COVID-19 ARDS, well, we need more information. Given the inertia with the trials and the above, I cannot help wonder if trial design is again an issue. SI's comments about continued high mortality in severe cases under SOC now taint the situation. Perhaps Novartis can get this treatment properly trialled and progressed with them in non-COVID ARDS - a huge lifeline and endorsement that they are invested in a partnership.

MSB is back to a long hard hard investment slog. Gone are the quick large returns potential (positive back results are going to get it back above $4 at best). I remain convinced by the potential efficacy of the treatments, but regulatory progress is looking finely balanced for GvHD and CHF and COIVD-19 realted ARDS, well there is just not enough information to go on right now. The Novartis deal and some potential luck with the FDA in GvHD and CHF make it a decent long term investment for me (he said trying hard to think objectively) at these prices - hence I won't sell here.

Expand

Thank you @bedger for your thoughts and personal testimony of the benefits of Stem Cell therapy. I look forward to your further posts when the news is better.

MSB Price at posting: $2.42 Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

RCE

Recce's R327 found effective against E.coli during clinical trial

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Microcap Wrap: 5 explorers with news out today

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

There are more pages in this discussion • 709 more messages in this thread...

First 367 Last

Add MSB (ASX) to my watchlist

(20min delay)
Last 99.0¢		Change 0.010(1.02%)		Mkt cap ! $1.130B

Open	High	Low	Value	Volume
99.5¢	$1.02	98.5¢	$5.507M	5.501M

Buyers (Bids)

No.	Vol.	Price($)
1	9996	99.0¢

Sellers (Offers)

Price($)	Vol.	No.
99.5¢	18069	3

View Market Depth

No.	Vol.	Price($)
1	9996	0.990
2	32880	0.985
4	71034	0.980
2	3059	0.975
7	145890	0.970

Price($)	Vol.	No.
0.995	1132	1
1.000	9500	3
1.005	35000	1
1.010	58113	4
1.015	46100	3

Last trade - 16.10pm 28/06/2024 (20 minute delay)

MSB (ASX) Chart

Thank you @bedger for your thoughts and personal testimony of...

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Recce's R327 found effective against E.coli during clinical trial

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Ava Risk Group expands US presence with A$0.7M Substation Deal

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Microcap Wrap: 5 explorers with news out today

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Thank you @bedger for your thoughts and personal testimony of...

Top Stories

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Recce's R327 found effective against E.coli during clinical trial

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Ava Risk Group expands US presence with A$0.7M Substation Deal

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Microcap Wrap: 5 explorers with news out today

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News