MSB 2.03% $1.45 mesoblast limited

Emperor wearing any clothes

  1. 3,373 Posts.
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    I think we have less than 1 month before we see whether our COVID offering has legs. Even if it achieves half of the prior mini trial, it could be pushed heavily as US / Europe opens up and cases / deaths trend much higher. Plus the longer it goes on, the more death will weigh on governments and votes.

    Ok - the downside. Prior to COVID spike in share price, MSB had a run to $3 based on all the other progress. If COVID offeirng does not play out, they cleverly raised capital at a great price and can now execute business as usual this year.

    Phase 3 results for Heart Failure and Back Discs - the latter would be ideal if we don't get both.

    I don't think the long term upside is based into MSB. Yes could drop but this has all the makings of another CSL.
 
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