I’ve been reading a bit of angst regarding covid trials, and announcements related to these trials. Admittedly I’m an engineer so a bit of a numpty at the best of times, but just trying to understand what I’m missing:
1) MSB as a company has had a fixed plan over a number of years for commercialisation of a number of products;
2) that plan hasn’t changed with the recent world events as far as I’m aware
3) (from an investors POV) covid-19 treatments are a bonus (and haven’t been priced in)
4) if 3 doesn’t eventuate, 1 ticks along as planned
I didn’t buy/hold msb hoping for a covid cure, but a bonus is a bonus. If, as a company they see value in diverting resources from the original plan In the short term to target this, ill trust their judgement that they view this as a value accretive move.
Provided this doesn’t alter the original plan at 1), why get worked up about not receiving warm and fuzzy’s about the add-on?
disclaimer: I hope msb and/or others are able to solve the covid dilemma, references to ‘bonus/add-on’ are purely from an unemotional investment pov
Here's the latest (*******), page-52
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