MESOBLAST LIMITED (ASX:MSB) - MSB - Most exciting 6 months, page-4 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Originally posted by ddwn ↑

After another exciting day, it reminded me of SI saying that the next 6 months is the most exciting period in Mesoblast history...
Well, true to SI & Mesoblast form, they are delivering it - albeit a bit slow by a few months

I'm revising the post that I've made at the start of Jan 2020 (https://hotcopper.com.au/posts/42188126/single) - so sorry, if there is a bit of cut & paste

So much has happened to MSB, and yet, we are still on the first floor, but the next 6 months we are going to take off in earnest!

We all have a choice to make, to be a fossil or embrace the change; as this stem cell paradigm shift is coming whether you like it or not

MSB is complex and there are so many facets to MSB; but, the overall question is...
is it a great value proposition at the current SP
and I would answer
overwhelmingly YES

The recent $3.20 placement should act as an anchor/ baseline for a company that's shifting gear from research to commercialisation

I can't see the SP venture much below $3, so let's just say goodbye to anything starting with a $2

So why do I believe that MSB is a great value proposition at the current SP?

Simply look at how we are going to be showered with value accretive announcements in the next 6 months (let's say till the end of the year 2020).

I'll list a few, but I'm sure I'll miss a few too:

I'm very bullish and bias on MSB

I look at SI, T20 and T100 - have they been selling out?
If so, why? We all know what happened to Capital?

Maybe some other funds who had been mandated to sell due to Covid-19; but, were there any other major sellers?

The majority of these large holders have held and/ or built on their positions e.g. Thorney Investment
Between SI and friends, there should be enough to block any TO threats.

So how about some LT SP predictions from me?

With #1-#3 above, we should get to $5 or so

With #4-#5 above, we should can add $10 or so

With #6-#8 we may get to 10X the current SP; so let's say $30

The remaining are just cream on top

$30 seems a lot, when the current SP is just at $3.67; but...
the paradigm shift in treatment is coming, it's almost here; and once it starts the snowball effect will be a lot larger than expected.
That's just me, if you want proper valuation - please check out Wombat's posts.

I'm excited by what the remainder of the year got installed for us MSB believers.

GLTASHs

Onwards and upwards

Stay strong, go long

Disclaimer:

Like a few here, I'm investing into MSB with conviction, as it is a major part of my early retirement plan

But, I understand that we all have different size pockets and risk appetite

So please DYOR, I'm just musing out loud here, so please do not invest base on anything I've written

Expand

I've forgotten to add RoW, which would quickly follow US.
So, let's say one month after US.

No wonder poor SI looked so knackered.
Imagine SI & board working overtime on each of the above items.

Take one item, let's say item #4 - approval of Rem-L for Covid-19 ARDS.

What decisions & activities required prior to this?
In no particular order:
Agreed approach within Mesoblast
Pathway with FDA
Agreement with NIH
Compassionate use
Trial design
Media/ interviews
CR prep
CR execution
Manufacturing discussions
Discussions with various governments
...
I'm already tired, and that just to type it out LOL

SI, board & management would be and will be working overtime with the above milestone list to ensure each step/ decision is found & cohesive...

That's no easy feat!
Just think about it.

Well done Mesoblast & keep going!