MSB 4.07% $1.15 mesoblast limited

Morningstar $2.10 valuation, page-65

  1. 16,643 Posts.
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    @dingle

    Your 15th post today madam. I think that is a record and perhaps testament to the interest you have in mesoblast?

    Yes, I do have an interest is Mesoblast.
    I have said as much on umpteen occasions, so that observation of yours is not at all wholly remarkable.

    As for my post count, yes, I guess that's what you get when you are engaged in two-way debate with other posters, as I was with @stockrock and @mtom yesterday.

    Just like my posts so far today are part of an ongoing debate with a fellow poster.
    As is this post, in response to something that you, yourself addressed directly to me.

    Would you expect to find anything different on a stock discussion forum?


    As for your "I am confident that readers would welcome your comments regarding yesterday's announcement concerning three year durability of a single injection of its stem cells pertaining to Degenerative Disc Disease.", that is high praise indeed, but I don't believe readers would learn anything new from me at all in that regard, as there are posters with skillsets, qualifications and experiences that are vastly superior to my own when it comes to understanding the deep technicalities of announcements like that.

    As I posted yesterday (in one of the several posts of mine that were made in response to a questions/addresses from other posters addressed directly to me... see [*] below)), updates on the development work that MSB is undertaking are taken as given, in my view.

    Otherwise, what reason would the company have to exist? So I take announcements such as yesterday's at face value, and leave the debating of the technical minutiae to those who are better qualified and experienced to make their contributions to the discussion forum.

    [*] https://hotcopper.com.au/threads/mo...3284699/page-40?post_id=23364348#.WMkZ6G996Uk


    "Have you had an opportunity to read the article "Chronic Heart Failure and Inflammation" by Sarah A. Dick, Slava Epelman in Circulation Research 2016;119;159-176. where inflammation is presented as a major contributor to chronic heart failure and where a rationale is provided for a common mechanism of action by which our cells are effective for both heart failure and RA?"

    No, I have to concede to not having read it (nor even been aware of its existence, for that matter). But even if I did read it, I expect that I would not be able to understand much of it.

    But that is of no consequence, I believe, because ultimately the various gatekeepers of the industry - august bodies such as the FDA - have all the expertise that is needed to be able to say whether or not what MSB is doing will be able to be commercialised at some point in time.

    So I would be seriously deluding myself if I thought I was able to know more about these things than, say, the smart folk over at the FDA.

    Accordingly, I don't waste my time trying.

    But, as you say, what I do spend a lot of my effort on is on the financials of the business.
    This is for two reasons:

    1.) Because financials are important. Very important, and
    2.) Because it is the one area where I think I can back myself to talk a little bit of sense without making a fool of myself, given that is my field of qualification and experience.


    "I look forward to comments you may make after reading yesterday's announcement and the article in Circulation Review which is peer reviewed and one of the world's premier academic journals.

    Again, that's waaaaay beyond my sphere of competence. You should address your question to someone who knows about that kind of stuff, like Southoz, for example.

    I'm really in my comfort zone when it comes to finance and valuation theory.

    It's a bit like building a house: the various tradespeople do what they are trained, and know, to do: the bricklayer lays the bricks, the carpenter does carpentry, the plumber installs the plumbing, and the electrician does the electrics.

    Hint: Using the MSB-as-a-home-construction-work-in-progress analogy, feel free to see me as, say, the plumber. Ask me about toilets. Or showers.
    But on 240 volt, 3-phase lighting systems, I'm not going to be able to add any value.


    "An awareness of the science and technology will assist you in being able to present future postings within the context of mesoblast's medical raison d'etre."

    Thanks, but - again - in terms of satisfying myself that MSB's science and technology are sound, I'm more than happy to defer to higher authorities such as the FDA or the EMA. It would be quite smug of of me presume to know more than the collective knowledge contained within those august bodies.
    Last edited by madamswer: 16/03/17
 
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