Very welcome post. Thanks to thecouncilgritter for the trouble

First 2 Last

Share
Profile

Follow
Harymeso

404 Posts.

16

21/04/15

14:18

Post #: 15126907
Share

Originally posted by thecouncilgritter ↑

Now that we're all happy little campers here again, I thought it may be worth looking a little more closely at the salient points of the Celgene (or more precisely, Celgene Cellular Therapeutics) deal, and the broader implications for both companies. (I have taken the liberty of plagiarising some of the points made from the materials I have seen but the information is public knowledge)
As we know, Celgene has a first right of refusal for a 6 month period over a range of products which could potentially transform their current pipeline, which is currently mainly early stage stuff (apart from wound management solutions)and a bit thin on the ground, into a substantially deeper and closer to market programme.
Potential products and pipeline IF Celgene were to proceed to a licensing agreement with MSB.
Product Indication Contributor Company Development Stage
Biovance Wound management Celgene On-market
Extracellular matrix Wound management Celgene FDA Review
MSC-100-IV Acute graft versus host disease MSB Phase III
MSC-100-IV Crohn's disease MSB Phase III
MPC-300-IV* Diabetic kidney nephropathy MSB Phase II
MPC-300-IV* Biologic refractory rheumatoid arthritis MSB Phase II
PDA-001 Crohn's disease Celgene Phase I
PDA-002 Peripheral artery disease/diabetic foot ulcers Celgene Phase I
UCB-HPDSC Cord blood transplant Celgene Phase I
Un-named Various oncologic diseases MSB Pre-clinical
Un-named Organ transplant rejection MSB Pre-clinical
*Results expected during the Agreement period and which could possibly be included in any licensing agreement.

It is also pertinent to note that both companies have been involved in developing cellular therapies for over 10 years so synergies exist already. Both have a focus on inflammatory and immunological diseases and a combined portfolio of their interests and intellectual property in the manufacture of cellular therapies would pose a significant barrier to other competitors.

Whilst this deal may not be a "blockbuster" (WTF is that sort of deal anyway?) it just opens up so many potentially exciting outcomes in my humble view. Just a shame the market doesn't share my views.

It seems to my biased mind that the 7-8% of the register which is "short" ( probably closer to 20% given the actual free float) will be facing an interesting next couple of months.

Expand

Very welcome post. Thanks to thecouncilgritter for the trouble

MSB Price at posting: $3.52 Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

SNG

Siren Gold boosts antimony resource by 66% to 14.5Kt at Auld Creek, NZ

WMG

Western Mines identifies 2 high-grade zones at Mulga Tank in WA

WR1

Winsome scoping study proposes low-cost operation for Adina lithium project

ALR

Altair Minerals hits high-grade copper and gold at Wee MacGregor, QLD

PTR

Petratherm adds $1.6 to the piggybank ahead of SA titanium drilling program

There are more pages in this discussion • 2 more messages in this thread...

First 2 Last

Add MSB (ASX) to my watchlist

(20min delay)
Last 92.5¢		Change 0.005(0.54%)		Mkt cap ! $1.056B

Open	High	Low	Value	Volume
93.0¢	93.5¢	91.5¢	$1.473M	1.596M

Buyers (Bids)

No.	Vol.	Price($)
1	32370	92.5¢

Sellers (Offers)

Price($)	Vol.	No.
93.0¢	60258	5

View Market Depth

No.	Vol.	Price($)
1	32370	0.925
9	98847	0.920
20	130822	0.915
15	194562	0.910
7	97027	0.905

Price($)	Vol.	No.
0.930	60258	5
0.935	28119	2
0.940	20797	3
0.945	59774	3
0.950	26619	3

Last trade - 16.10pm 17/09/2024 (20 minute delay)

MSB (ASX) Chart

Very welcome post. Thanks to thecouncilgritter for the trouble

Siren Gold boosts antimony resource by 66% to 14.5Kt at Auld Creek, NZ

Western Mines identifies 2 high-grade zones at Mulga Tank in WA

Winsome scoping study proposes low-cost operation for Adina lithium project

Altair Minerals hits high-grade copper and gold at Wee MacGregor, QLD

Petratherm adds $1.6 to the piggybank ahead of SA titanium drilling program

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Very welcome post. Thanks to thecouncilgritter for the trouble

Top Stories

Siren Gold boosts antimony resource by 66% to 14.5Kt at Auld Creek, NZ

Western Mines identifies 2 high-grade zones at Mulga Tank in WA

Winsome scoping study proposes low-cost operation for Adina lithium project

Altair Minerals hits high-grade copper and gold at Wee MacGregor, QLD

Petratherm adds $1.6 to the piggybank ahead of SA titanium drilling program

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News