MSB 1.64% 93.0¢ mesoblast limited

Wouldn't it be nice? There is no evidence of such and MSB is a...

  1. 1,244 Posts.
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    Wouldn't it be nice? There is no evidence of such and MSB is a very tight ship. I've never seen it leak yet.

    But there is zero doubt that the pharma world is well aware of the DREAM-HF results and would love to own Revascor once the FDA gets on board. It is very likely that pharma scientists have done their due diligence on the tech and pharma finance experts have sized up the markets and know exactly what the potential is.
    I claim no experience of how deals are explored and negotiated but I'd be amazed if MSB did not already know exactly what they want and who the suitors are. The first applicant who meets the standard will get the deal. It would not really be an auction because capability in global marketing, distribution, and perhaps manufacturing are factors as vital as price. Perhaps more so than price.
    Anyway, it's a very nice place for MSB to be. I see the only weakness being our dwindling cash. Suitors would try to use that as a lever. Hurry up, FDA
 
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