MSB 1.03% 98.0¢ mesoblast limited

Give Tommy a Headline!, page-43

  1. 35,472 Posts.
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    Load of cobblers, you're just looking for scapegoats now, as AFR reports have been far more accurate than the rampers / zealots on here....who ignored many warnings on manufacturing and CMCs....well before the FDA wrote about it.

    Meso took a risk, a big risk...it didn't pay

    $ just got pushed out another year minimum, and they aren't even meeting till the last Q now.
    That's 1.5 years gone, and MSB started building inventory from Dec 2019.

    Cannot see substantial revenues for at least 3 years, maybe 4.

    They now have over A$50m in contracted commitments still for that buildup/costs. (see annual report for storage/leases/raw materials of around US$40m).
 
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