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98.0¢ mesoblast limited

Hi JB, Have a beer tonight, CYP actually had a trade.First for...

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Lopez

12,332 Posts.

1103

19/07/24

14:50

Post #: 74830427
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Originally posted by JB1975: ↑

The market including MSB shareholders went all the way from ODAC (Aug 2020) and the first CRL (October) to May 2022 before it was acknowledged by Eric Rose that there was a problem with the potency assay.

To my knowledge the specific nature of that problem has been detailed - its been reported second hand that there were problems with a reagent of something.

Personally I don't think FBS is that much of a problem (better not to have it) but I don't think assuming MSB will inform the market of what is in a CRL is wise.

Its that long lead time of non disclosure - where the market was permitted, encouraged even, (John Hester of Bell Potter spoke of goal posts moving by the FDA - he was apparently ignorant of the potency assay problem) to think that there were no problems, not real ones, just problems with the FDA's approach or finickiness or something,that I think causes doubts still.

Had the FDA granted a BLA in October 2020 instead of the CRL - do you think Silviu would have said - no wait - we still have a potency assay problem? When the product is apparently still harmless when it isn't potent?

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Hi JB,
Have a beer tonight, CYP actually had a trade.
First for the week I think.
No wonder your over here .
Boredom.

Aloha.

MSB Price at posting: $1.13 Sentiment: Buy Disclosure: Held
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(20min delay)
Last 98.0¢		Change 0.010(1.03%)		Mkt cap ! $1.121B

Open	High	Low	Value	Volume
96.5¢	99.5¢	96.5¢	$1.581M	1.616M

Buyers (Bids)

No.	Vol.	Price($)
25	75206	97.5¢

Sellers (Offers)

Price($)	Vol.	No.
98.0¢	67115	40

View Market Depth

No.	Vol.	Price($)
23	80079	0.975
19	152014	0.970
14	259155	0.965
9	98600	0.960
7	415178	0.955

Price($)	Vol.	No.
0.980	69388	53
0.985	156434	22
0.990	105916	18
0.995	238508	15
1.000	167535	14

Last trade - 14.02pm 26/08/2024 (20 minute delay)

MSB (ASX) Chart