MSB 5.24% $1.11 mesoblast limited

The idea of buying out MESO while we are undervalued is not met...

  1. Yor
    150 Posts.
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    The idea of buying out MESO while we are undervalued is not met with enthusiasm here.

    Compare with IMMU with a MC of 10 B bought at 20 B. They have one therapy for triple negative breast cancer approved by FDA. As you know we have 2 readouts going on for blockbuster therapies (CHF and CLBP) and BLA soon to be approved.

    What can a suitor seriously offer? Even a 400% premium would bring the offer at US$10 B. You would say this is a nice figure and it would certainly make us rich, however given the potential of the company and compared to what has been paid for IMMU that would be a steal!

    However, it is interesting to have this discussion since the sheer rumor of a takeover is very favorable to the SP.


 
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