It's incredible Madamswer that you take all this time to give us your "findings" on MSB's commercialisation and cash flow, yet you previously have only managed to make loud and concerned noises. Nothing of substance on the topic at all.
Thanks for the lectures,you've been to some effort there but it's disingenuous. I don't need one on the nature of healthy discussion, thanks. Nor the basics about cash flow.
If you imagine I'm trying to shut down debate, wrong again. All I've ever been doing, and continue to try to do, is to get intelligent and informed responses, see?
No, there is not any mention of the ongoing deal with Teva in your response. Remember? International Biotech Licensing Deal of the Year which provides funds to MSB on reaching milestones. Milestones! It's funding MSB through the clinical trials process, which is the most expensive stage of biotech commercialisation.
You missed mentioning that? Indeed, you act as if the deal with Teva just sits there doing absolutely nothing. Things are going well on the science, again total silence from you. So at the end of clinical trials, it's as if Teva will suddenly dump MSB? and MSB will suddenly experience financial difficulty.....Absurd series of assumptions you've made there.
You assume, despite all evidence to the contrary that clinical trials will not succeed? And to have a view on that you must know something about the science. Which you also studiously avoid mentioning. MSB has an enviable record of achievement on the science AND it impressed Cephalon and then Teva in turn, with the science...that's left zero impression on you. But I remember you've admitted to having no experience with biotechs. Some humility might be in order then?
No such luck. Despite being told repeatedly that the science interacts with the commercialisation ...you know, those "risks" which you profess to know all about, you ignore it.
All those 27 years of being a broker and you can't understand these basics? Yet you are pitching your response to the mums and dads who might read what you say and think...gosh what this guy writes looks impressive.
It's as if you pretend to be objective, but you're sitting in some kind of a void about the commercial realities. A "cone of silence" that would make Maxwell Smart green with envy.
Is it really a serious risk that MSB will run out of capital? You can't be serious with what you've set out there.
BTW you imagine I'm bothered by your contributions, but I assure you, they supply me with a lot of mirth. Also amusing are the efforts of some other notable negative posters...they must be relieved you are in here again, doing what you can.
Sorry, not good enough. For the reasons explained.
Top marks for effort though.
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