In my view, the next big announcement shall be a big pharma partner for COVID-19. The last 4C put the discussions ongoing for at least a month. During the last conf call, the CFO refused to get drawn into a discussion or answer the analyst question on funds allocated for manufacturing in next quarters. Maybe the last fresh equity funds raise put the company in a better negotiation position, but won’t actually be needed for manufacturing if there is a big pharmaceutical partnership....
Here is an excerpt from MESOBLAST’s last 4C: “Mesoblast is in active discussions with US and other government authorities as well as potential pharmaceutical partners with respect to its plans for ramp-up of commercial manufacturing for remestemcel-L in COVID-19 ARDS.”
http://investorsmedia.mesoblast.com/static-files/04851ade-aca5-492c-9784-45ae8c772f04
In my view, the next big announcement shall be a big pharma...
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