MSB 3.21% $1.13 mesoblast limited

CEO Itescu needs to go, page-708

  1. 446 Posts.
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    There is likely some truth with the mention of Incyte’s adult GVHD drug by @Phaedrus in his latest reply to one of your previous posts, LeftYahoo, that there was a competitive consideration in how SI perhaps decided on using children’s aGVHD as a lead indication, given that the giant Novartis owns Incyte. So it might have been a miscalculation, and being too timid in deciding that as a small biotech, that was the best way forward ie. in avoiding head-on competition by going down the children’s indication. I do, however, agree that what it might have thought of as a strategic move has cost the company hugely.

    @Led - what are your thoughts as to how to incorporate these considerations into the next steps?

 
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