MESO action tonight, page-957

The main issue with Mc Doc is he doesn't appear experienced (10-20 years) with biotech investing, maybe even investing. There is a risk/reward principle in investing and when applied to biotech companies, it is even more complex and sensitive.

This is actually quite a specialist area, but from experience, you don't sell a biotech when it is about to receive approval for a breakthrough therapy from the most important regulatory body in the world in the biggest healthcare spending country in the world. Stem cell therapy has had too many failures over the years to be considered investment grade. MSB being at the forefront has suffered the most in its SP performance. Why would anyone sell when that is about to change, not only due to the GvHD approval but also due to a more than 50% chance of solving the most urgent medical issue of our time? That will also put a lot of eyeballs on this company not just because of the COVID-19 ARDS cure but this sector and its potential. As always, the leader in the space will win the market share and funding, as well as SP re-valuation.

That just then makes the imminent Phase 3 readouts (which are many, many years in the making and we are lucky enough now to still buy at reasonable valuations due to all the negativity in this space and short term funding issue for MSB) to have a lot more potential to revalue this company to even beyond its potential (and yes that would be an opportunity to take some money off the table). It will not go up in a straight line as we have seen by the latest news but this rise and drop will look like a small bump in about 12 months.

Morning ramp over. Please DYOR, never put too much money in something you don't understand.