MSB 4.44% $1.40 mesoblast limited

Bell Potter Daily Pack 16 April 2020, page-13

  1. 12,594 Posts.
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    Thanks @mtom

    The key for me here is the "Upside risk to our valuation", i.e. things that would push the PT beyond $5.80:
    • Tasly deal
    • Label extension for Ryoncil
    • ARDS for US only; royalties only and no upfront or milestones from a potential deal for this indication
    • +++

    Also, we won't be short of news with the following short term catalysts:
    1. Ryoncil approval & launch
    2. Phase 2/3 trial for Remestemcel-L in COVID-19 patients
    3. LVAD Phase 3 trial
    4. Readouts and partnerships for CHF & CLBP
    5. BP forgotten COVID-19 with Temcell for Japan & Remestemcel-L for other countries

    A very busy time for Mesoblast, alternative treatment options for patients and for SHs an extremely exciting time to sit back and enjoy the ride biggrin.png

    WFH - he'd be constantly on the phone and video conferences
    No wonder SI looked buggered in his last Video eek.png - but, it is a great problem to have smile.png

    GLTASHs
 
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