MSB 10.4% $1.49 mesoblast limited

MSB Trading - 2020, page-12854

  1. 35,472 Posts.
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    As usual Baz, you make no mistake as to the path you're onbiggrin.png
    Sometimes, some investors are better to stay quiet....
    but you did say it...

    "What a shame CYP haven't got a manufacturing problem or do they? If they could manufacture large quantities, better and cheaper than Lonza wouldn't it be wise for them to strike a deal with MSB ?"

    What a shame you guys can't even tell the difference in basic MSC production/source/trials to date.

    as for this one....

    "it is rather obvious that with CYP's speedy progress any test of IP will be decades away."

    is just plain laughable given CYP is Phase 2 ready and Japan can be marketed and sold after just P2 (maybe 30 patients only for competing GvHD product)....and how long it's taken for MSB to reach Phase 3. I'd say 15 years + for 1 product is rather slow don't you.

    I'd counter 6.5 years for Phase 2 ready and 1 partnership is ahead of ol Gen 1 MSB.
    so why do you think "decades" away when it could be only 2 years?



    Last edited by Sector: 10/06/20
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