Trying to join Mesoblast dots is impossible - there's always something missing.
What I don't get to start with, is the speculation of whether the OTAT meeting has taken place or not.
If it has taken place, wouldn't MSB be obligated to release the findings to the market?
which it hasn't. (so I presume no meeting yet)
If it has not taken place, why would NVS leave so close to the OTAT meeting? unless it is aware of
a long delay e.g. Feb/Mar, or
has prior inside knowledge of a negative outcome, or
changed its focus away from potentially life-saving stem cells and back to its profit making drug pushing business which it knows too well
We can only keep guessing until SI updates fully.
Hakuna Matata
Ann: Update on Novartis Agreement, page-613
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