100 percent agreed. Probability of deal being confirmed with MNK is much higher than with celegne. Firstly, opioid epidemic is concerning for US politicians so legislation addressing that might come into action thus pharma like MNK, are looking to diversify and prepare themselves to changes. Secondly, as stockrock mentioned two product in question has come lot further close to approval especially on the background of 21st cure act.
As far as celegne is concerned, i think RA is the closet fit to thier portfolio among remaining products.
Few days ago. I was looking into japnese story and having looked through the seminar called"doing business in japan "; particularly targeting Regenerative medicine i came out with strong conviction that mesoblast is at the top for reaping benefits from their regulation, thats why MSB -MNK deal is Asia exclusive as in coming days we will be hearing about partnership with japnese pharma. All looks good to me.
Mesoblast cash forecast, page-10
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Last
$1.57 |
Change
-0.210(11.8%) |
Mkt cap ! $1.792B | |||
| Open | High | Low | Value | Volume |
| $1.72 | $1.74 | $1.52 | $15.63M | 9.716M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5127 | $1.57 |
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| Price($) | Vol. | No. |
|---|---|---|
| $1.57 | 39613 | 3 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| MSB (ASX) Chart |