MSB 1.86% $1.32 mesoblast limited

MSB Trading - 2020, page-1142

  1. 557 Posts.
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    I'm a layman, but I've been reflecting on someone's else's post recently. Ryoncil is for steroid refractory aGvHD. It works via an anti-inflammatory effect. It is basically steroids on steroids, without the side effect profile. Consider all the other indications for steroids, basically every autoimmune disease under the sun. Then consider the drugs used when steroids don't work and all the associated side effects and often limited efficacy. That was my 'holy crap' moment. If this works as advertised, this will change modern medicine. Taking the blue sky out of it, and consider if it's just one indication that ever gets through, aGvHD. The closest analogy, whilst not apples and apples, is Kite pharma. Essentially one therapeutic family, with one main product and a deep pipeline. It was another 'revolutionary' treatment, but not yet quite commercialised at the time. Taken over for ~$12 billion USD. If same happened to MSB, that'd be about $35/share. So there may be pullback and things may go pear shaped, but this is really one of those once in a generation punts. My wife and I agreed, we're either going home with 80c or $80/share. Lol... DYOR.
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