MSB 2.17% $1.13 mesoblast limited

Ann: UPDATE ON TASLY TRANSACTION, page-30

  1. 3,856 Posts.
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    Being picky as I am.

    So the deal is almost completed. Despite my attempt at rampant speculation when the deal was announced we do not yet actually know how large the upside is going to be once the deal is functional.

    Expanding on that, what will the upside be if the deal becomes fully operational as both partners expect, that is Tasly begins to fund all development, manufacturing and commercialisation activities in China for MPC-150-IM and MPC-25-IC.

    What will be upside be to Mesbolast when Tasly begin to be reimbursed for supplying the products? How will that affect the Mesoblast SP.

    How will the risk compare to the rewards? This is presuming the upcoming CHF/LVAD results are good but we did buy in knowing the P3 trials were still under way, or had not yet started as the case may be.

    This is only one deal in one country, how would it affect others with MPC-150-IM and MPC-25-IC ?
    Last edited by Treed: 29/08/18
 
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