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95.0¢ mesoblast limited

Also see attached capital allocation priorities for Mallinckrodt...

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nikki

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09/05/17

11:52

Post #: 24565998
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Originally posted by The Yankee ↑

For Q1 2017:
1. Earnings: Consensus called for EPS of $1.63, and the company reported EPS of $1.68
2. Revenues: Posted revenues of $810.9 million, compared to consensus estimate of $787.5 million
3. Mallinckrodt's cash balance was $259.8 million at the end of the first quarter with its $900.0 million revolver undrawn

The following by MNK CEO during the Q1 earnings report is interesting:
"Looking ahead, we are equally focused on adding both commercial and late-stage assets through business development to enhance and further diversify our portfolio"

The opioid epidemic is getting serious attention in the US and the FDA would definitely look at doing anything it can to expedite treatments to get people away from opioids.
This from Dr. Hyun Bae from the 03/15/2017 Mesoblast announcement of the Phase 2 CLBP trial results:
"Instead of replacing or fusing the disc, there is mounting compelling evidence that we can use this regenerative medicine to heal the disc. We are fast approaching this inflection point in the treatment of low back pain, which is particularly important in view of the epidemic of opioid abuse."

Additionally, I believe they are serious about the regenerative business. Four days ago, they had this news (from their acquisition of Stratatech Corp business):
"...first patient enrolled in our StrataGraft^® regenerative skin tissue Phase 2 trial for full thickness burn patients, and expect to highlight a number of similar milestones across our diverse portfolio this year..."

The time is getting closer for a great deal between MNK and MESO, in my opinion.

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Also see attached capital allocation priorities for Mallinckrodt JPM conference in jan 2017)

Last edited by nikki: 09/05/17

MSB Price at posting: $2.73 Sentiment: Buy Disclosure: Not Held
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Also see attached capital allocation priorities for Mallinckrodt...

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