"Also, I can’t see how it validates the Osiris deal at all, as you suggest. All this deal does is give Celgene an exclusive right to study MSB’s data related to GVHD (and also to bits of MSB’s portfolio that MSB itself had de-prioritised, namely disease fields in oncology, bowel inflammation and organic transplant rejection)".
Per recent news articles Meso and Celgene were talking for SIX(6) months..this did not happen overnight and as many have stated extensive due diligence would have occurred. Celgenes current cash is $7bn and growing (market leader in its filed and consolidating).
Todays back page Fin review noted Celgene as a potential key player down the track - this was in the commentators opinion ( and not an analyst or Meso supporter).
For MSB holders, worth having a read. If anyone can post the article it would be great.
CoucilG - luv your posts.
You clearly understand MSB, have strong knowledge about the company and confirm your views with sophisticated colleagues.
DYOR
GLTAH - 2015
"Also, I can’t see how it validates the Osiris deal at all, as...
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