MSB 7.69% $1.19 mesoblast limited

Quick fact check here so we separate opinion from fact. First,...

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    Quick fact check here so we separate opinion from fact.

    First, there was no "sudden aversion" on Teva's part - they have always been a generics/specialty pharma company. CHF was never a good fit either strategically or as an indication, it just came with the Cephalon deal (BTW, CNS was a much better fit and I assume they still have rights to it).

    Second, according to the data on MSB's website, the current catheter is a mapping catheter, so there is no improvement in efficacy. As MSB themselves have correctly stated, the advantage is that the new catheter will increase the patient pool, and hence increase enrolment (which is a good thing!).
 
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