MSB 2.29% $1.07 mesoblast limited

Man Tommy is a tosser. Neuren is no "overnight success". I have...

  1. 429 Posts.
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    Man Tommy is a tosser. Neuren is no "overnight success". I have held both MSB and NEU since 2012. Neuren have gone bonkers due to FDA approval and great cashflow forecasts. They are gearing up to be taken out in the next couple of years.

    MSB on the other hand may take longer to generate similar revenues, but if GVHD approval (hopefully) can get them somewhere close to cashflow neutral and partnerships come on board for heart & back, the upside potential for MSB is even greater in my view.

    And MSB isn't shaping up to be taken over. This is Silviu's life work and I'm convinced he wants to be behind a major step change in medicine and build a global behemoth. Just my thoughts.
    Last edited by JDBL: 17/07/23
 
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