MSB 2.19% 93.5¢ mesoblast limited

MSB 2022 - The road to commercialisation, page-317

  1. 259 Posts.
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    @col69 largely agree, however I am more optimistic that a reasonable chance of a potential AA for CHF (if we get to that position after further dialogues with the FDA) will see a substantial closing of short positions. The CHF market is very substantial even with just the cohorts in consideration (diabetics, ischemic, inflamed). Just too dangerous IMO to hold short positions in the face of a potentially successful AA for CHF (even in today's environment) as the danger to them is we would very soon partner with a large pharma (trials complete, no need for a protracted look under the hood) and receive a substantial up front payment. There goes the need for a CR (what's their exit strategy now?). Would we be more likely to receive a hostile takeover bid spiking the SP - something a shorter would have in the back of their mind once our therapies move ever closer to approval. I just see it as too much risk for a shorter (and not sure I can see any substantial reward of paying to hold the borrowed stock when we are literally on 'the verge of takeoff'). Just my opinions.
    Last edited by Martin37: 30/01/22
 
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