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They used to have a proper investor relations person going back to pre-covid days who actually responded to shareholder queries. She had a media background and understood the importance of the retail holders and worked hard to answer questions. The current guy is an ex-insto analyst who is obviously under orders not to respond to retail holders. Whether instos are getting updates is hard to say, as most of them aren't interested and aren't listening anyway. The index funds who are holders really don't care about analysing their companies - as long as they hold index weight their job is done.
GG gets a weekly update - for all the good that does him - he was blindly buying into the highs above $A3.20 and his info flow from SI is pretty useless if no one else hears it. Like a tree falling in the forest, if price moving info is available to one investor who can't act on it, did it really happen?
Makes you question SI's competence. If he's so bad as a CEO, can he really be as good as we have been led to believe on the science? Maybe all the good insights in the science have been coming from his underlings, or the doctors running the trials. His inability to convince the FDA as to the merits of Ryoncil before Krause came on board speaks volumes. His poor management performance has me doubting the whole package. Maybe he's the Elon of MSB - riding on the coattails of others. The Meso science and patents are strong - but did most of those 1100 patents come from Meso or from Osiris?
MSB Price at posting:
$1.74 Sentiment: Hold Disclosure: Held
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