MSB 4.66% $1.46 mesoblast limited

Thanks for sharing @eight This is a very easy to read analysis,...

  1. 12,667 Posts.
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    Thanks for sharing @eight
    This is a very easy to read analysis, and confirms most things that we've discussed
    A speculative stock with risks but great rewards
    In particular, I've liked "Upside risk to our valuation" e.g. not including Tasly and not including adult aGVHD
    Also, they've clearly highlighted the "Key Near-term Catalysts", most of which we know; but, interestingly partnerships! "MSB is in active discussions with several potential strategic partners for its CLBP product"
    ...
    So the clock is ticking to MSB inflection point and the SP can get somewhere near these analysts PT. $4.03 is a great starting point, prior to partnerships

    GLTASHs - exciting times ahead!
    Last edited by ddwn: 18/01/19
 
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