MSB 10.4% $1.49 mesoblast limited

"I assume you have a source for that level of distrust"Probably...

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  1. 4,490 Posts.
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    Becausetheuncertaintyislowbutnoteliminateduntiltrialresultsarereleased.Thedateofthereleaseofresultshasanumberofpotentialwindows,someaveryshorttimeaway(weeks),someupto3months.Atthattime,therewillbeanimmediateneedfor1000'softreatmentsasitwouldlikelybeapprovedinitiallyunderEmergencyAuthorisationUse(EAU).

    Manufacturingmuststartnow.OtherformsoffinanceiedebtmaynotbeaseasytoobtainwithouttheEAU(atminimum).TherewillbeawindowwhereRem-LwillbetheonlycommerciallyscalabletreatmentwhichhasdemonstratedstatisticallysignificantadvantageoverSOR.ThatwillresultinasignificantrushforordersfromeveryWesterncountry(read;abletoafford)tosecuretheirsupply.Thatsalesopportunitywilldwarfwhateverpeoplethinkhavebeenlostbygoingearlyforfundsinthismanner,imo.

    WhathappensifallthesuccessfulpreliminarystudydatatodateusingvariousformsofstemcelltreatmentsaroundtheworldarenotreplicatedinMSB'sformalPhase3study?Well,thisraisewillhavebeenevenmoreimportantandshrewd.Additionally,allthemanufacturedRem-LwillbeniceinventoryfortheirsoontobeapprovedGvHDpediatricindication.Nosignificantwastageofresources.

    Ithinktosuggestthemanagementsomehowdon'tbelievetheARDStrialresultswillbesuccessfulandthat'swhytheyareraisingnowinsteadofwaitingforhigherpricesonthebackofsuccessfultrialresults,demonstratesahighlevelofparanoiaanddistrustofthem.Iassumeyouhaveasourceforthatlevelofdistrust,thoughIamnotinterestedthosereasons.IamhappytofollowthescientificdataforthelikelihoodofsuccessoftheARDSindication,mostofwhichisindependentofmanagement.Anchoredthinkingisthesourceofmanyalostinvestingopportunity,frommyexperience.
    "I assume you have a source for that level of distrust"


    Probably from witnessing years and years of similar disappointments from MSB lol.
 
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