I see lots of comments regarding the technology, various clinical trial results, new indications etc etc
But what has MSB actually achieved this year within the commercialisation pipeline?
The first warning sign came when MSB has not mentioned any progress regarding the phase 3 bone marrow trials for 14 months.
If this isn't alarming enough, I have trawled through the last 12 moinths and discovered that phase 2/3 trial results have been published for one product (Nov last year for Revascor).
There have however been no achievements revealed since then.
We have had one phase 2 trial update for Invertebrate disc repair on 17/4/12 and we were pleasantly informed that 50% of patients have been enrolled for the trial.
Is it any coincidence that little progress has been reported since TEVA took over Cephalon?
It's not rocket science to make the assumption that there are serious issues within the pipeline of commercialisation. The alarming aspect is that MSB are not telling us!
I see so many analysts/hotcopper posters apparently hypnotised by this company and so unwilling to actually pressure the company to revealing the issues and the actual progress this company is making.
In a normal business plan you would see rough deadlines revealed to the market for all business objectives. Can we be confident of any achievement when we are not told what the rough target dates are?
I can't wait for the AGM - surely someone will have the courage to ask MSB the right questions?
I like the technology, but on the information revealed to the market it appears they are pushing elephants through a garden hose.
I can't wait to see my questions answered - I have actually tried.
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