MSB 2.10% $1.17 mesoblast limited

Bell Potter valuation, page-19

  1. 19,027 Posts.
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    One thing that stood out for me other than how lucky they were with the effect on GI bleeding, is that the effect on GI bleeding and weening seemed to stop after about two months. At the 2 month point the cumulative bleeding rate was about as wide as at 6 months - basically the treated patients had many fewer GI events than the controls before month 2 and then tracked the control group after that. The same effect was seen with the weening where the LVEF changes were meaningful at 2 months and not at 6 months.

    I think the results was a lot more positive than than the market thinks, it I will be waiting for the selling to stop before buying.
    Last edited by Davisite: 18/11/18
 
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